DCOR vs USCL

ADCOR

BUSCL

Measures won3–2DCOR wins · of 6 · 5Y

$10,000 · 5Y$13,830IJH

Lowest cost0.05%IJH · $5 on $10k

Most income1.25%IJH · $125 on $10k

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

Held in common65.8%DCOR and USCL

DCOR

USCL

U.S. Core Equity 1 Portfolio ETF Class Shares · $43.9BiShares Climate Conscious & Transition MSCI USA ETF · $2.6B

+21.5%3 years · per year$17,935 · $17,348+20.2%

[…]5 years · per year[…]

0.17%Expense ratio$17 · $8 on $10k · lower wins0.08%

0.93%12-mo yield$93 · $109 on $10k1.09%

−8.3%Worst dropSmaller wins−10.3%

12.8%VolatilityLower wins13.9%

3–2DCOR wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsDCOR · USCL

6.1%AAPL9.8%

5.1%NVDA8.1%

4.6%MSFT7.3%

2.9%AMZN4.9%

Held in common65.8%

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	IJH	iShares Core S&P Mid-Cap ETFRead Desk	0.05%	1.25%	+0.6%	+9.5%	+12.9%	+16.5%	+6.7%	−8.8%	$121.4B
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	BUSCL	iShares Climate Conscious & Transition MSCI USA ETFRead Desk	0.08%	1.09%	+0.4%	+5.5%	+5.7%	+20.2%	new	−10.3%	$2.6B

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	IJH	iShares Core S&P Mid-Cap ETFRead Desk	0.05%	1.25%	+0.6%	+9.5%	+12.9%	+16.5%	+6.7%	−8.8%	$121.4B
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	BUSCL	iShares Climate Conscious & Transition MSCI USA ETFRead Desk	0.08%	1.09%	+0.4%	+5.5%	+5.7%	+20.2%	new	−10.3%	$2.6B

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 USCL

DCOR

U.S. Core Equity 1 Portfolio ETF Class Shares

[…]

USCL

iShares Climate Conscious & Transition MSCI USA

[…]

MeasureDCORUSCL

Fee0.17%0.08%

Cost on $10k a year$17$8

Yield0.93%1.09%

5 years, per year[…][…]

3 years, per year+21.5%+20.2%

Worst drop · 1Y−8.3%−10.3%

Volatility · 1Y12.8%13.9%

3–2measures won
DCOR first

65.8%

holdings shared

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

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

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: DCOR, USCL, IJH

Today

65.8%most shared, DCOR and USCL

DCORUSCLIJH

DCOR—65.8%9.2%

USCL65.8%—0.2%

IJH9.2%0.2%—

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

Income After Fees on $10,000

$120most kept, IJH

IJH$125 − $5 = $120

USCL$109 − $8 = $101

DCOR$93 − $17 = $76

KeptFee

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