DCOR vs SMMD

ADCOR

BSMMD

Measures won4–1DCOR wins · of 6 · 5Y

$10,000 · 5Y$14,049IJH · SMMD $13,719

Lowest cost0.05%IJH · $5 on $10k

Most income1.21%IJH · $121 on $10k

Smallest drop−8.3%DCOR · worst fall in 1Y

Held in common16.8%DCOR and SMMD

DCOR

SMMD

U.S. Core Equity 1 Portfolio ETF Class Shares · $45.0BiShares Russell 2500 ETF · $4.3B

+21.6%3 years · per year$17,978 · $17,338+20.1%

[…]5 years · per year[…] · $13,719+6.5%

0.17%Expense ratio$17 · $23 on $10k · lower wins0.23%

0.91%12-mo yield$91 · $113 on $10k1.13%

−8.3%Worst dropSmaller wins−9.7%

13.0%VolatilityLower wins17.2%

4–1DCOR wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsDCOR · SMMD

0.1%USFD0.3%

0.1%THC0.3%

0.1%RS0.3%

0.1%ATI0.3%

Held in common16.8%

End-of-day Nov 9, 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	IJH	iShares Core S&P Mid-Cap ETFRead Desk	0.05%	1.21%	+3.2%	+13.6%	+17.5%	+16.9%	+7.0%	−8.8%	$125.2B
2	BSMMD	iShares Russell 2500 ETFRead Desk	0.23%	1.13%	+3.1%	+18.0%	+22.2%	+20.1%	+6.5%	−9.7%	$4.3B
3	ADCOR	U.S. Core Equity 1 Portfolio ETF Class SharesRead Desk	0.17%	0.91%	+2.4%	+14.1%	+17.3%	+21.6%	new	−8.3%	$45.0B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	IJH	iShares Core S&P Mid-Cap ETFRead Desk	0.05%	1.21%	+3.2%	+13.6%	+17.5%	+16.9%	+7.0%	−8.8%	$125.2B
2	BSMMD	iShares Russell 2500 ETFRead Desk	0.23%	1.13%	+3.1%	+18.0%	+22.2%	+20.1%	+6.5%	−9.7%	$4.3B
3	ADCOR	U.S. Core Equity 1 Portfolio ETF Class SharesRead Desk	0.17%	0.91%	+2.4%	+14.1%	+17.3%	+21.6%	new	−8.3%	$45.0B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

DCOR vs SMMD

DCOR

U.S. Core Equity 1 Portfolio ETF Class Shares

[…]

SMMD

iShares Russell 2500

$13,719

MeasureDCORSMMD

Fee0.17%0.23%

Cost on $10k a year$17$23

Yield0.91%1.13%

5 years, per year[…]+6.5%

3 years, per year+21.6%+20.1%

Worst drop · 1Y−8.3%−9.7%

Volatility · 1Y13.0%17.2%

4–1measures won
DCOR first

16.8%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

Overlap: DCOR, SMMD, IJH

Today

42.9%most shared, SMMD and IJH

DCORSMMDIJH

DCOR—16.8%9.3%

SMMD16.8%—42.9%

IJH9.3%42.9%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$116most kept, IJH

IJH$121 − $5 = $116

SMMD$113 − $23 = $90

DCOR$91 − $17 = $74

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee