FNDA vs DCOR

AFNDA

BDCOR

Measures won1–4DCOR wins · of 6 · 5Y

$10,000 · 5Y$14,615FNDA

Lowest cost0.17%DCOR · $17 on $10k

Most income1.20%FNDA · $120 on $10k

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

Held in common10.1%FNDA and DCOR

FNDA

DCOR

Schwab Fundamental U.S. Small Company Index ETF · $9.0BU.S. Core Equity 1 Portfolio ETF Class Shares · $45.0B

+19.1%3 years · per year$16,896 · $18,904+23.6%

+7.9%5 years · per year$14,615 · […][…]

0.25%Expense ratio$25 · $17 on $10k · lower wins0.17%

1.20%12-mo yield$120 · $89 on $10k0.89%

−9.4%Worst dropSmaller wins−8.3%

15.7%VolatilityLower wins12.2%

1–4DCOR wins

$10,000 · 5 yearsOne scale

Shared top holdingsFNDA · DCOR

0.1%PLTR0.2%

0.2%UAL0.1%

0.3%TWLO0.1%

0.2%COHR0.1%

Held in common10.1%

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	AFNDA	Schwab Fundamental U.S. Small Company Index ETFRead Desk		0.25%	1.20%	+1.5%	+17.7%	+21.5%	+19.1%	+7.9%	−9.4%	$9.0B
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	AFNDA	Schwab Fundamental U.S. Small Company Index ETFRead Desk		0.25%	1.20%	+1.5%	+17.7%	+21.5%	+19.1%	+7.9%	−9.4%	$9.0B
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

FNDA vs DCOR

FNDA

Schwab Fundamental U.S. Small Company Index

$14,615

DCOR

U.S. Core Equity 1 Portfolio ETF Class Shares

[…]

MeasureFNDADCOR

Fee0.25%0.17%

Cost on $10k a year$25$17

Yield1.20%0.89%

5 years, per year+7.9%[…]

3 years, per year+19.1%+23.6%

Worst drop · 1Y−9.4%−8.3%

Volatility · 1Y15.7%12.2%

4–1measures won
DCOR first

10.1%

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%

$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: FNDA, DCOR

Today

10.1%most shared, FNDA and DCOR

FNDADCOR

FNDA—10.1%

DCOR10.1%—

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

Income After Fees on $10,000

$95most kept, FNDA

FNDA$120 − $25 = $95

DCOR$89 − $17 = $72

KeptFee

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