FCTR vs DCOR

AFCTR

BDCOR

Measures won0–5DCOR wins · of 6 · 5Y

$10,000 · 5Y$9,638FCTR

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 common15.6%FCTR and DCOR

FCTR

DCOR

First Trust Lunt U.S. Factor Rotation ETF · $46MU.S. Core Equity 1 Portfolio ETF Class Shares · $45.6B

+13.2%3 years · per year$14,489 · $18,904+23.6%

−0.7%5 years · per year$9,638 · […][…]

0.65%Expense ratio$65 · $17 on $10k · lower wins0.17%

0.64%12-mo yield$64 · $89 on $10k0.89%

−21.3%Worst dropSmaller wins−8.3%

21.2%VolatilityLower wins12.2%

0–5DCOR wins

$10,000 · 5 yearsOne scale

Shared top holdingsFCTR · DCOR

1.5%MU1.0%

0.6%CVX0.8%

1.0%TSLA0.6%

0.5%LLY1.4%

Held in common15.6%

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	AFCTR	First Trust Lunt U.S. Factor Rotation ETFRead Desk		0.65%	0.64%	−1.5%	−8.6%	−10.6%	+13.2%	−0.7%	−21.3%	$46M
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	AFCTR	First Trust Lunt U.S. Factor Rotation ETFRead Desk		0.65%	0.64%	−1.5%	−8.6%	−10.6%	+13.2%	−0.7%	−21.3%	$46M
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

FCTR vs DCOR

FCTR

First Trust Lunt U.S. Factor Rotation

$9,638

DCOR

U.S. Core Equity 1 Portfolio ETF Class Shares

[…]

MeasureFCTRDCOR

Fee0.65%0.17%

Cost on $10k a year$65$17

Yield0.64%0.89%

5 years, per year−0.7%[…]

3 years, per year+13.2%+23.6%

Worst drop · 1Y−21.3%−8.3%

Volatility · 1Y21.2%12.2%

5–0measures won
DCOR first

15.6%

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%

$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: FCTR, DCOR

Today

15.6%most shared, FCTR and DCOR

FCTRDCOR

FCTR—15.6%

DCOR15.6%—

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

FCTR$64 − $65 = −$1

KeptFee

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