DCOR vs SIZE

ADCOR

BSIZE

Measures won2–3SIZE wins · of 6 · 5Y

$10,000 · 5Y$17,585VTV · SIZE $14,104

Lowest cost0.03%VTV · $3 on $10k

Most income1.87%VTV · $187 on $10k

Smallest drop−6.4%VTV · worst fall in 1Y

Held in common43.0%DCOR and SIZE

DCOR

SIZE

U.S. Core Equity 1 Portfolio ETF Class Shares · $43.9BiShares MSCI USA Size Factor ETF · $426M

+21.5%3 years · per year$17,935 · $16,431+18.0%

[…]5 years · per year[…] · $14,104+7.1%

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%

12.8%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%

0.8%ABBV0.2%

0.3%GILD0.2%

Held in common43.0%

End-of-day Nov 6, 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	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.87%	−0.4%	+18.5%	+22.9%	+20.9%	+12.0%	−6.4%	$184.2B
2	BSIZE	iShares MSCI USA Size Factor ETFRead Desk	0.15%	1.39%	−0.4%	+10.6%	+12.4%	+18.0%	+7.1%	−8.0%	$426M
3	ADCOR	U.S. Core Equity 1 Portfolio ETF Class SharesRead Desk	0.17%	0.93%	+0.2%	+11.5%	+13.4%	+21.5%	new	−8.3%	$43.9B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.87%	−0.4%	+18.5%	+22.9%	+20.9%	+12.0%	−6.4%	$184.2B
2	BSIZE	iShares MSCI USA Size Factor ETFRead Desk	0.15%	1.39%	−0.4%	+10.6%	+12.4%	+18.0%	+7.1%	−8.0%	$426M
3	ADCOR	U.S. Core Equity 1 Portfolio ETF Class SharesRead Desk	0.17%	0.93%	+0.2%	+11.5%	+13.4%	+21.5%	new	−8.3%	$43.9B

End-of-day Nov 6, 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

$14,104

MeasureDCORSIZE

Fee0.17%0.15%

Cost on $10k a year$17$15

Yield0.93%1.39%

5 years, per year[…]+7.1%

3 years, per year+21.5%+18.0%

Worst drop · 1Y−8.3%−8.0%

Volatility · 1Y12.8%13.2%

3–2measures won
SIZE first

43.0%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

VTV vs SCHV

YTD

VanguardVTV

+18.5%

SCHVSchwab

+16.2%

+18.5%Year to date+16.2%

1.9%Yield1.8%

$184BAssets$15.4B

2–0VTV wins

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: DCOR, SIZE, VTV

Today

43.4%most shared, SIZE and VTV

DCORSIZEVTV

DCOR—43.0%41.9%

SIZE43.0%—43.4%

VTV41.9%43.4%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$184most kept, VTV

VTV$187 − $3 = $184

SIZE$139 − $15 = $124

DCOR$93 − $17 = $76

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee