DCOR vs SPYM

ADCOR

BSPYM

Measures won2–3SPYM wins · of 6 · 5Y

$10,000 · 5Y$17,749VOO · SPYM $17,749

Lowest cost0.02%SPYM · $2 on $10k

Most income1.07%VOO · $107 on $10k

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

Held in common74.6%DCOR and SPYM

DCOR

SPYM

U.S. Core Equity 1 Portfolio ETF Class Shares · $45.0BState Street SPDR Portfolio S&P 500 ETF · $185B

+23.5%3 years · per year$18,840 · $19,092+24.1%

[…]5 years · per year[…] · $17,749+12.2%

0.17%Expense ratio$17 · $2 on $10k · lower wins0.02%

0.91%12-mo yield$91 · $103 on $10k1.03%

−8.3%Worst dropSmaller wins−8.9%

12.2%VolatilityLower wins12.7%

2–3SPYM wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsDCOR · SPYM

5.9%AAPL7.7%

5.5%NVDA7.8%

4.3%MSFT5.9%

2.6%AMZN3.6%

Held in common74.6%

End-of-day Nov 3, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Four

5Y4 funds

#
1	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.07%	+0.3%	+11.5%	+11.9%	+24.1%	+12.2%	−8.9%	$1.00T
2	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk	0.02%	1.03%	+0.3%	+11.5%	+11.9%	+24.1%	+12.2%	−8.9%	$185.3B
3	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.01%	+0.3%	+11.5%	+11.8%	+24.0%	+12.1%	−8.9%	$798.0B
4	ADCOR	U.S. Core Equity 1 Portfolio ETF Class SharesRead Desk	0.17%	0.91%	0.0%	+14.2%	+15.7%	+23.5%	new	−8.3%	$45.0B

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

All Four

5Y4 funds

#
1	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.07%	+0.3%	+11.5%	+11.9%	+24.1%	+12.2%	−8.9%	$1.00T
2	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk	0.02%	1.03%	+0.3%	+11.5%	+11.9%	+24.1%	+12.2%	−8.9%	$185.3B
3	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.01%	+0.3%	+11.5%	+11.8%	+24.0%	+12.1%	−8.9%	$798.0B
4	ADCOR	U.S. Core Equity 1 Portfolio ETF Class SharesRead Desk	0.17%	0.91%	0.0%	+14.2%	+15.7%	+23.5%	new	−8.3%	$45.0B

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

Cards for this view

DCOR vs SPYM

DCOR

U.S. Core Equity 1 Portfolio ETF Class Shares

[…]

SPYM

SPDR Portfolio S&P 500

$17,749

MeasureDCORSPYM

Fee0.17%0.02%

Cost on $10k a year$17$2

Yield0.91%1.03%

5 years, per year[…]+12.2%

3 years, per year+23.5%+24.1%

Worst drop · 1Y−8.3%−8.9%

Volatility · 1Y12.2%12.7%

3–2measures won
SPYM first

74.6%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

VOO vs IVV

YTD

VanguardVOO

+11.5%

IVViShares

+11.6%

+11.5%Year to date+11.6%

1.1%Yield1.1%

$1.00TAssets$872B

1–0IVV wins

End-of-day Nov 3, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

Overlap: DCOR, SPYM, SPY, VOO

Today

99.9%most shared, SPYM and SPY

DCORSPYMSPYVOO

DCOR—74.6%74.6%73.0%

SPYM74.6%—99.9%95.5%

SPY74.6%99.9%—95.5%

VOO73.0%95.5%95.5%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$104most kept, VOO

VOO$107 − $3 = $104

SPYM$103 − $2 = $101

SPY$101 − $9 = $92

DCOR$91 − $17 = $74

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee