DCOR vs SIZE

ADCOR

BSIZE

Measures won2–3SIZE wins · of 6 · 5Y

$10,000 · 5Y$14,800SIZE

Lowest cost0.15%SIZE · $15 on $10k

Most income1.34%SIZE · $134 on $10k

Smallest drop−8.0%SIZE · worst fall in 1Y

Held in common43.0%DCOR and SIZE

DCOR

SIZE

U.S. Core Equity 1 Portfolio ETF Class Shares · $45.0BiShares MSCI USA Size Factor ETF · $434M

+23.6%3 years · per year$18,904 · $17,299+20.0%

[…]5 years · per year[…] · $14,800+8.2%

0.17%Expense ratio$17 · $15 on $10k · lower wins0.15%

0.89%12-mo yield$89 · $134 on $10k1.34%

−8.3%Worst dropSmaller wins−8.0%

12.2%VolatilityLower wins12.7%

2–3SIZE wins

$10,000 · 5 yearsOne scale

Shared top holdingsDCOR · SIZE

0.4%AMGN0.2%

0.3%TRV0.2%

0.2%APH0.2%

1.4%LLY0.2%

Held in common43.0%

End-of-day Nov 4, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend
1	BSIZE	iShares MSCI USA Size Factor ETFRead Desk		0.15%	1.34%	+1.8%	+14.9%	+16.4%	+20.0%	+8.2%	−8.0%	$434M
2	ADCOR	U.S. Core Equity 1 Portfolio ETF Class SharesRead Desk		0.17%	0.89%	+1.4%	+15.9%	+17.4%	+23.6%	new	−8.3%	$45.0B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BSIZE	iShares MSCI USA Size Factor ETFRead Desk		0.15%	1.34%	+1.8%	+14.9%	+16.4%	+20.0%	+8.2%	−8.0%	$434M
2	ADCOR	U.S. Core Equity 1 Portfolio ETF Class SharesRead Desk		0.17%	0.89%	+1.4%	+15.9%	+17.4%	+23.6%	new	−8.3%	$45.0B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

DCOR vs SIZE

DCOR

U.S. Core Equity 1 Portfolio ETF Class Shares

[…]

SIZE

iShares MSCI USA Size Factor

$14,800

MeasureDCORSIZE

Fee0.17%0.15%

Cost on $10k a year$17$15

Yield0.89%1.34%

5 years, per year[…]+8.2%

3 years, per year+23.6%+20.0%

Worst drop · 1Y−8.3%−8.0%

Volatility · 1Y12.2%12.7%

3–2measures won
SIZE first

43.0%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: DCOR, SIZE

Today

43.0%most shared, DCOR and SIZE

DCORSIZE

DCOR—43.0%

SIZE43.0%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$119most kept, SIZE

SIZE$134 − $15 = $119

DCOR$89 − $17 = $72

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee