DCOR vs SPY

ADCOR

BSPY

Measures won2–3SPY wins · of 6 · 5Y

$10,000 · 5Y$17,099SPY

Lowest cost0.09%SPY · $9 on $10k

Most income1.03%SPY · $103 on $10k

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

Held in common75.3%DCOR and SPY

DCOR

SPY

U.S. Core Equity 1 Portfolio ETF Class Shares · $45.6BState Street SPDR S&P 500 ETF · $805B

+21.7%3 years · per year$18,033 · $18,174+22.0%

[…]5 years · per year[…] · $17,099+11.3%

0.17%Expense ratio$17 · $9 on $10k · lower wins0.09%

0.93%12-mo yield$93 · $103 on $10k1.03%

−8.3%Worst dropSmaller wins−8.9%

12.9%VolatilityLower wins13.6%

2–3SPY wins

$10,000 · 5 yearsOne scale

Shared top holdingsDCOR · SPY

6.0%AAPL7.7%

5.4%NVDA7.3%

4.6%MSFT6.2%

2.8%AMZN3.9%

Held in common75.3%

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

Both

5Y2 funds

#			Trend
1	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	1.03%	−4.4%	+8.3%	+9.7%	+22.0%	+11.3%	−8.9%	$804.8B
2	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

Both

5Y2 funds

#			Trend
1	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	1.03%	−4.4%	+8.3%	+9.7%	+22.0%	+11.3%	−8.9%	$804.8B
2	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 SPY

DCOR

U.S. Core Equity 1 Portfolio ETF Class Shares

[…]

SPY

SPDR S&P 500

$17,099

MeasureDCORSPY

Fee0.17%0.09%

Cost on $10k a year$17$9

Yield0.93%1.03%

5 years, per year[…]+11.3%

3 years, per year+21.7%+22.0%

Worst drop · 1Y−8.3%−8.9%

Volatility · 1Y12.9%13.6%

3–2measures won
SPY first

75.3%

holdings shared

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

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

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, SPY

Today

75.3%most shared, DCOR and SPY

DCORSPY

DCOR—75.3%

SPY75.3%—

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

Income After Fees on $10,000

$94most kept, SPY

SPY$103 − $9 = $94

DCOR$93 − $17 = $76

KeptFee

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