DFUS vs DCOR

ADFUS

BDCOR

Measures won2–3DCOR wins · of 6 · 5Y

$10,000 · 5Y$17,837DFUS

Lowest cost0.09%DFUS · $9 on $10k

Most income0.89%DCOR · $89 on $10k

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

Held in common81.6%DFUS and DCOR

DFUS

DCOR

Dimensional U.S. Equity ETF · $21.4BU.S. Core Equity 1 Portfolio ETF Class Shares · $45.0B

+24.2%3 years · per year$19,145 · $18,904+23.6%

+12.3%5 years · per year$17,837 · […][…]

0.09%Expense ratio$9 · $17 on $10k · lower wins0.17%

0.86%12-mo yield$86 · $89 on $10k0.89%

−9.0%Worst dropSmaller wins−8.3%

13.2%VolatilityLower wins12.2%

2–3DCOR wins

$10,000 · 5 yearsOne scale

Shared top holdingsDFUS · DCOR

6.7%AAPL5.8%

6.6%NVDA5.7%

5.4%MSFT4.4%

3.5%AMZN2.7%

Held in common81.6%

End-of-day Nov 4, 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
1	ADFUS	Dimensional U.S. Equity ETFRead Desk		0.09%	0.86%	+1.5%	+13.4%	+13.6%	+24.2%	+12.3%	−9.0%	$21.4B
2	BDCOR	U.S. Core Equity 1 Portfolio ETF Class SharesRead Desk		0.17%	0.89%	+1.4%	+15.9%	+17.4%	+23.6%	new	−8.3%	$45.0B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	ADFUS	Dimensional U.S. Equity ETFRead Desk		0.09%	0.86%	+1.5%	+13.4%	+13.6%	+24.2%	+12.3%	−9.0%	$21.4B
2	BDCOR	U.S. Core Equity 1 Portfolio ETF Class SharesRead Desk		0.17%	0.89%	+1.4%	+15.9%	+17.4%	+23.6%	new	−8.3%	$45.0B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

DFUS vs DCOR

DFUS

Dimensional U.S. Equity

$17,837

DCOR

U.S. Core Equity 1 Portfolio ETF Class Shares

[…]

MeasureDFUSDCOR

Fee0.09%0.17%

Cost on $10k a year$9$17

Yield0.86%0.89%

5 years, per year+12.3%[…]

3 years, per year+24.2%+23.6%

Worst drop · 1Y−9.0%−8.3%

Volatility · 1Y13.2%12.2%

2–2measures won
level

81.6%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: DFUS, DCOR

Today

81.6%most shared, DFUS and DCOR

DFUSDCOR

DFUS—81.6%

DCOR81.6%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$77most kept, DFUS

DFUS$86 − $9 = $77

DCOR$89 − $17 = $72

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee