DCOR vs STAX

ADCOR

BSTAX

Measures won1–3STAX wins · of 6 · 5Y

$10,000 · 5Y$17,585VTV

Lowest cost0.03%VTV · $3 on $10k

Most income3.20%STAX · $320 on $10k

Smallest drop−2.7%STAX · worst fall in 1Y

Held in common[…]DCOR and STAX

DCOR

STAX

U.S. Core Equity 1 Portfolio ETF Class Shares · $43.9BNomura Tax-Free USA Short Term ETF · $11M

+21.5%3 years · per year$17,935 · […][…]

[…]5 years · per year[…]

0.17%Expense ratio$17 · $29 on $10k · lower wins0.29%

0.93%12-mo yield$93 · $320 on $10k3.20%

−8.3%Worst dropSmaller wins−2.7%

12.8%VolatilityLower wins1.8%

1–3STAX wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsDCOR · STAX

They share no top holdings, or holdings aren’t on file […]

Held in common[…]

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	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
3	BSTAX	Nomura Tax-Free USA Short Term ETFRead Desk	0.29%	3.20%	+0.1%	+1.5%	+2.1%	new	new	−2.7%	$11M

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	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
3	BSTAX	Nomura Tax-Free USA Short Term ETFRead Desk	0.29%	3.20%	+0.1%	+1.5%	+2.1%	new	new	−2.7%	$11M

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 STAX

DCOR

U.S. Core Equity 1 Portfolio ETF Class Shares

[…]

STAX

Nomura Tax-Free USA Short Term

[…]

MeasureDCORSTAX

Fee0.17%0.29%

Cost on $10k a year$17$29

Yield0.93%3.20%

5 years, per year[…][…]

3 years, per year+21.5%[…]

Worst drop · 1Y−8.3%−2.7%

Volatility · 1Y12.8%1.8%

3–1measures won
STAX first

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, STAX, VTV

Today

41.9%most shared, DCOR and VTV

DCORSTAXVTV

DCOR—[…]41.9%

STAX[…]—[…]

VTV41.9%[…]—

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

Income After Fees on $10,000

$291most kept, STAX

STAX$320 − $29 = $291

VTV$187 − $3 = $184

DCOR$93 − $17 = $76

KeptFee

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