DFSU vs DCOR

ADFSU

BDCOR

Measures won1–4DCOR wins · of 6 · 5Y

$10,000 · 5Y[…]no history on file

Lowest cost0.15%DFSU · $15 on $10k

Most income0.93%DCOR · $93 on $10k

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

Held in common75.9%DFSU and DCOR

DFSU

DCOR

Dimensional - US Sustainability Core 1 ETF · $2.4BU.S. Core Equity 1 Portfolio ETF Class Shares · $45.6B

+21.4%3 years · per year$17,895 · $18,033+21.7%

[…]5 years · per year[…]

0.15%Expense ratio$15 · $17 on $10k · lower wins0.17%

0.85%12-mo yield$85 · $93 on $10k0.93%

−10.1%Worst dropSmaller wins−8.3%

13.6%VolatilityLower wins12.9%

1–4DCOR wins

$10,000 · 5 yearsOne scale

No price history on file for these funds yet […]

Shared top holdingsDFSU · DCOR

6.7%AAPL6.0%

6.3%NVDA5.4%

3.6%MSFT4.6%

3.2%AMZN2.8%

Held in common75.9%

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							5Y/yr
1	ADFSU	Dimensional - US Sustainability Core 1 ETFRead Desk		0.15%	0.85%	−3.9%	+8.2%	+10.4%	+21.4%	new	−10.1%	$2.4B
2	BDCOR	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							5Y/yr
1	ADFSU	Dimensional - US Sustainability Core 1 ETFRead Desk		0.15%	0.85%	−3.9%	+8.2%	+10.4%	+21.4%	new	−10.1%	$2.4B
2	BDCOR	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

DFSU vs DCOR

DFSU

Dimensional - US Sustainability Core 1

[…]

DCOR

U.S. Core Equity 1 Portfolio ETF Class Shares

[…]

MeasureDFSUDCOR

Fee0.15%0.17%

Cost on $10k a year$15$17

Yield0.85%0.93%

5 years, per year[…][…]

3 years, per year+21.4%+21.7%

Worst drop · 1Y−10.1%−8.3%

Volatility · 1Y13.6%12.9%

3–1measures won
DCOR first

75.9%

holdings shared

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

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

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

Overlap: DFSU, DCOR

Today

75.9%most shared, DFSU and DCOR

DFSUDCOR

DFSU—75.9%

DCOR75.9%—

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

Income After Fees on $10,000

$76most kept, DCOR

DCOR$93 − $17 = $76

DFSU$85 − $15 = $70

KeptFee

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