ESGU vs DCOR

AESGU

BDCOR

Measures won3–2ESGU wins · of 6 · 5Y

$10,000 · 5Y$17,147ESGU

Lowest cost0.15%ESGU · $15 on $10k

Most income0.92%ESGU · $92 on $10k

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

Held in common63.1%ESGU and DCOR

ESGU

DCOR

iShares ESG Aware MSCI USA ETF · $18.1BU.S. Core Equity 1 Portfolio ETF Class Shares · $45.6B

+23.9%3 years · per year$19,025 · $18,904+23.6%

+11.4%5 years · per year$17,147 · […][…]

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

0.92%12-mo yield$92 · $89 on $10k0.89%

−9.3%Worst dropSmaller wins−8.3%

13.2%VolatilityLower wins12.2%

3–2ESGU wins

$10,000 · 5 yearsOne scale

Shared top holdingsESGU · DCOR

7.4%AAPL5.8%

7.3%NVDA5.7%

5.7%MSFT4.4%

3.6%AMZN2.7%

Held in common63.1%

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	AESGU	iShares ESG Aware MSCI USA ETFRead Desk		0.15%	0.92%	+1.6%	+13.3%	+12.9%	+23.9%	+11.4%	−9.3%	$18.1B
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
1	AESGU	iShares ESG Aware MSCI USA ETFRead Desk		0.15%	0.92%	+1.6%	+13.3%	+12.9%	+23.9%	+11.4%	−9.3%	$18.1B
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

ESGU vs DCOR

ESGU

iShares ESG Aware MSCI USA

$17,147

DCOR

U.S. Core Equity 1 Portfolio ETF Class Shares

[…]

MeasureESGUDCOR

Fee0.15%0.17%

Cost on $10k a year$15$17

Yield0.92%0.89%

5 years, per year+11.4%[…]

3 years, per year+23.9%+23.6%

Worst drop · 1Y−9.3%−8.3%

Volatility · 1Y13.2%12.2%

2–2measures won
level

63.1%

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: ESGU, DCOR

Today

63.1%most shared, ESGU and DCOR

ESGUDCOR

ESGU—63.1%

DCOR63.1%—

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

Income After Fees on $10,000

$77most kept, ESGU

ESGU$92 − $15 = $77

DCOR$89 − $17 = $72

KeptFee

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