DCOR vs SIZE

ADCOR

BSIZE

Measures won2–3SIZE wins · of 6 · 5Y

$10,000 · 5Y$15,330IWF · SIZE $14,165

Lowest cost0.15%SIZE · $15 on $10k

Most income1.39%SIZE · $139 on $10k

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

Held in common42.8%DCOR and SIZE

DCOR

SIZE

U.S. Core Equity 1 Portfolio ETF Class Shares · $45.6BiShares MSCI USA Size Factor ETF · $441M

+21.7%3 years · per year$18,033 · $16,580+18.4%

[…]5 years · per year[…] · $14,165+7.2%

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

0.93%12-mo yield$93 · $139 on $10k1.39%

−8.3%Worst dropSmaller wins−8.0%

12.9%VolatilityLower wins13.2%

2–3SIZE wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsDCOR · SIZE

0.4%AMGN0.2%

0.3%TRV0.2%

0.3%GILD0.2%

0.7%ABBV0.2%

Held in common42.8%

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

All Three

5Y3 funds

#
1	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	−6.4%	−6.5%	−7.6%	+19.5%	+8.9%	−14.6%	$120.5B
2	BSIZE	iShares MSCI USA Size Factor ETFRead Desk	0.15%	1.39%	−3.3%	+11.1%	+13.6%	+18.4%	+7.2%	−8.0%	$441M
3	ADCOR	U.S. Core Equity 1 Portfolio ETF Class SharesRead Desk	0.17%	0.93%	−4.0%	+11.3%	+13.9%	+21.7%	new	−8.3%	$45.6B

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

All Three

5Y3 funds

#
1	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	−6.4%	−6.5%	−7.6%	+19.5%	+8.9%	−14.6%	$120.5B
2	BSIZE	iShares MSCI USA Size Factor ETFRead Desk	0.15%	1.39%	−3.3%	+11.1%	+13.6%	+18.4%	+7.2%	−8.0%	$441M
3	ADCOR	U.S. Core Equity 1 Portfolio ETF Class SharesRead Desk	0.17%	0.93%	−4.0%	+11.3%	+13.9%	+21.7%	new	−8.3%	$45.6B

End-of-day Nov 5, 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

$14,165

MeasureDCORSIZE

Fee0.17%0.15%

Cost on $10k a year$17$15

Yield0.93%1.39%

5 years, per year[…]+7.2%

3 years, per year+21.7%+18.4%

Worst drop · 1Y−8.3%−8.0%

Volatility · 1Y12.9%13.2%

3–2measures won
SIZE first

42.8%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+0.5%

SCHGSchwab

+0.9%

+0.5%Year to date+0.9%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$62.5B

1–1level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: DCOR, SIZE, IWF

Today

43.1%most shared, DCOR and IWF

DCORSIZEIWF

DCOR—42.8%43.1%

SIZE42.8%—20.9%

IWF43.1%20.9%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$124most kept, SIZE

SIZE$139 − $15 = $124

DCOR$93 − $17 = $76

IWF$39 − $18 = $21

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee