FNDA vs DCOR

AFNDA

BDCOR

Measures won1–4DCOR wins · of 6 · 5Y

$10,000 · 5Y$17,153VUG · FNDA $14,615

Lowest cost0.03%VUG · $3 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 · $9.1BU.S. Core Equity 1 Portfolio ETF Class Shares · $45.6B

+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 yearsAll three, one 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

All Three

5Y3 funds

#
1	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.40%	+1.5%	+6.3%	+3.4%	+25.4%	+11.4%	−16.1%	$232.9B
2	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%	$9.1B
3	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

All Three

5Y3 funds

#
1	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.40%	+1.5%	+6.3%	+3.4%	+25.4%	+11.4%	−16.1%	$232.9B
2	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%	$9.1B
3	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

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

VUG vs SCHG

YTD

VanguardVUG

+6.3%

SCHGSchwab

+6.8%

+6.3%Year to date+6.8%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$62.5B

1–1level

End-of-day Nov 4, 2026

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

Overlap: FNDA, DCOR, VUG

Today

38.3%most shared, DCOR and VUG

FNDADCORVUG

FNDA—10.1%2.8%

DCOR10.1%—38.3%

VUG2.8%38.3%—

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

VUG$40 − $3 = $37

KeptFee

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