DEMZ vs DCOR

ADEMZ

BDCOR

Measures won1–4DCOR wins · of 6 · 5Y

$10,000 · 5Y$17,565DEMZ · VUG $16,565

Lowest cost0.03%VUG · $3 on $10k

Most income0.91%DCOR · $91 on $10k

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

Held in common21.8%DEMZ and DCOR

DEMZ

DCOR

Democratic Large Cap Core ETF · $67MU.S. Core Equity 1 Portfolio ETF Class Shares · $45.0B

+23.1%3 years · per year$18,674 · $17,978+21.6%

+11.9%5 years · per year$17,565 · […][…]

0.45%Expense ratio$45 · $17 on $10k · lower wins0.17%

0.86%12-mo yield$86 · $91 on $10k0.91%

−12.3%Worst dropSmaller wins−8.3%

15.5%VolatilityLower wins13.0%

1–4DCOR wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsDEMZ · DCOR

5.1%AAPL6.1%

5.4%MSFT4.6%

4.3%NVDA5.2%

3.4%META1.7%

Held in common21.8%

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	ADEMZ	Democratic Large Cap Core ETFRead Desk	0.45%	0.86%	+2.9%	+12.9%	+15.3%	+23.1%	+11.9%	−12.3%	$67M
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+2.8%	+4.2%	+4.7%	+22.9%	+10.6%	−15.1%	$232.9B
3	BDCOR	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	ADEMZ	Democratic Large Cap Core ETFRead Desk	0.45%	0.86%	+2.9%	+12.9%	+15.3%	+23.1%	+11.9%	−12.3%	$67M
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+2.8%	+4.2%	+4.7%	+22.9%	+10.6%	−15.1%	$232.9B
3	BDCOR	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

DEMZ vs DCOR

DEMZ

Democratic Large Cap Core

$17,565

DCOR

U.S. Core Equity 1 Portfolio ETF Class Shares

[…]

MeasureDEMZDCOR

Fee0.45%0.17%

Cost on $10k a year$45$17

Yield0.86%0.91%

5 years, per year+11.9%[…]

3 years, per year+23.1%+21.6%

Worst drop · 1Y−12.3%−8.3%

Volatility · 1Y15.5%13.0%

3–1measures won
DCOR first

21.8%

holdings shared

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

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$61.4B

1–1level

End-of-day Nov 9, 2026

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

Overlap: DEMZ, DCOR, VUG

Today

38.3%most shared, DCOR and VUG

DEMZDCORVUG

DEMZ—21.8%30.9%

DCOR21.8%—38.3%

VUG30.9%38.3%—

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

Income After Fees on $10,000

$74most kept, DCOR

DCOR$91 − $17 = $74

DEMZ$86 − $45 = $41

VUG$41 − $3 = $38

KeptFee

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