EQTY vs DCOR

AEQTY

BDCOR

Measures won0–5DCOR wins · of 6 · 5Y

$10,000 · 5Y[…]no history on file

Lowest cost0.17%DCOR · $17 on $10k

Most income0.89%DCOR · $89 on $10k

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

Held in common16.8%EQTY and DCOR

EQTY

DCOR

Kovitz Core Equity ETF · $1.4BU.S. Core Equity 1 Portfolio ETF Class Shares · $45.6B

+20.9%3 years · per year$17,686 · $18,904+23.6%

[…]5 years · per year[…]

0.99%Expense ratio$99 · $17 on $10k · lower wins0.17%

0.02%12-mo yield$2 · $89 on $10k0.89%

−11.9%Worst dropSmaller wins−8.3%

13.0%VolatilityLower wins12.2%

0–5DCOR wins

$10,000 · 5 yearsOne scale

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

Shared top holdingsEQTY · DCOR

3.9%MSFT4.4%

4.8%AMZN2.7%

3.1%META1.7%

1.6%AAPL5.8%

Held in common16.8%

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							5Y/yr
1	AEQTY	Kovitz Core Equity ETFRead Desk		0.99%	0.02%	+2.4%	+12.7%	+17.5%	+20.9%	new	−11.9%	$1.4B
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%	$45.6B

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							5Y/yr
1	AEQTY	Kovitz Core Equity ETFRead Desk		0.99%	0.02%	+2.4%	+12.7%	+17.5%	+20.9%	new	−11.9%	$1.4B
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%	$45.6B

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

EQTY vs DCOR

EQTY

Kovitz Core Equity

[…]

DCOR

U.S. Core Equity 1 Portfolio ETF Class Shares

[…]

MeasureEQTYDCOR

Fee0.99%0.17%

Cost on $10k a year$99$17

Yield0.02%0.89%

5 years, per year[…][…]

3 years, per year+20.9%+23.6%

Worst drop · 1Y−11.9%−8.3%

Volatility · 1Y13.0%12.2%

5–0measures won
DCOR first

16.8%

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%

$123BAssets$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%

$42.1BAssets$46.1B

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%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: EQTY, DCOR

Today

16.8%most shared, EQTY and DCOR

EQTYDCOR

EQTY—16.8%

DCOR16.8%—

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

Income After Fees on $10,000

$72most kept, DCOR

DCOR$89 − $17 = $72

EQTY$2 − $99 = −$97

KeptFee

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