FNDX vs DCOR

AFNDX

BDCOR

Measures won4–1FNDX wins · of 6 · 5Y

$10,000 · 5Y$18,587FNDX

Lowest cost0.17%DCOR · $17 on $10k

Most income1.47%FNDX · $147 on $10k

Smallest drop−6.0%FNDX · worst fall in 1Y

Held in common68.5%FNDX and DCOR

FNDX

DCOR

Schwab Fundamental U.S. Large Company ETF · $28.1BU.S. Core Equity 1 Portfolio ETF Class Shares · $43.9B

+22.7%3 years · per year$18,459 · $17,935+21.5%

+13.2%5 years · per year$18,587 · […][…]

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

1.47%12-mo yield$147 · $93 on $10k0.93%

−6.0%Worst dropSmaller wins−8.3%

10.4%VolatilityLower wins12.8%

4–1FNDX wins

$10,000 · 5 yearsOne scale

Shared top holdingsFNDX · DCOR

4.9%AAPL6.1%

3.3%MSFT4.6%

2.0%AMZN2.9%

1.6%JPM1.7%

Held in common68.5%

End-of-day Nov 6, 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	AFNDX	Schwab Fundamental U.S. Large Company ETFRead Desk		0.25%	1.47%	−0.4%	+19.3%	+23.0%	+22.7%	+13.2%	−6.0%	$28.1B
2	BDCOR	U.S. Core Equity 1 Portfolio ETF Class SharesRead Desk		0.17%	0.93%	+0.2%	+11.5%	+13.4%	+21.5%	new	−8.3%	$43.9B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	AFNDX	Schwab Fundamental U.S. Large Company ETFRead Desk		0.25%	1.47%	−0.4%	+19.3%	+23.0%	+22.7%	+13.2%	−6.0%	$28.1B
2	BDCOR	U.S. Core Equity 1 Portfolio ETF Class SharesRead Desk		0.17%	0.93%	+0.2%	+11.5%	+13.4%	+21.5%	new	−8.3%	$43.9B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

FNDX vs DCOR

FNDX

Schwab Fundamental U.S. Large Company

$18,587

DCOR

U.S. Core Equity 1 Portfolio ETF Class Shares

[…]

MeasureFNDXDCOR

Fee0.25%0.17%

Cost on $10k a year$25$17

Yield1.47%0.93%

5 years, per year+13.2%[…]

3 years, per year+22.7%+21.5%

Worst drop · 1Y−6.0%−8.3%

Volatility · 1Y10.4%12.8%

4–1measures won
FNDX first

68.5%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: FNDX, DCOR

Today

68.5%most shared, FNDX and DCOR

FNDXDCOR

FNDX—68.5%

DCOR68.5%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$122most kept, FNDX

FNDX$147 − $25 = $122

DCOR$93 − $17 = $76

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee