IAI vs DCOR

AIAI

BDCOR

Measures won2–3DCOR wins · of 6 · 5Y

$10,000 · 5Y$16,990IAI

Lowest cost0.17%DCOR · $17 on $10k

Most income1.19%IAI · $119 on $10k

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

Held in common2.2%IAI and DCOR

IAI

DCOR

iShares U.S. Broker-Dealers & Securities Exchanges ETF · $1.3BU.S. Core Equity 1 Portfolio ETF Class Shares · $43.9B

+28.5%3 years · per year$21,217 · $18,033+21.7%

+11.2%5 years · per year$16,990 · […][…]

0.37%Expense ratio$37 · $17 on $10k · lower wins0.17%

1.19%12-mo yield$119 · $93 on $10k0.93%

−16.5%Worst dropSmaller wins−8.3%

21.2%VolatilityLower wins12.9%

2–3DCOR wins

$10,000 · 5 yearsOne scale

Shared top holdingsIAI · DCOR

15.2%MS0.4%

17.7%GS0.4%

8.6%SCHW0.1%

5.3%SPGI0.1%

Held in common2.2%

End-of-day Nov 5, 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	AIAI	iShares U.S. Broker-Dealers & Securities Exchanges ETFRead Desk		0.37%	1.19%	−3.9%	+0.6%	+4.0%	+28.5%	+11.2%	−16.5%	$1.3B
2	BDCOR	U.S. Core Equity 1 Portfolio ETF Class SharesRead Desk		0.17%	0.93%	−4.0%	+11.3%	+13.9%	+21.7%	new	−8.3%	$43.9B

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

Both

5Y2 funds

#			Trend
1	AIAI	iShares U.S. Broker-Dealers & Securities Exchanges ETFRead Desk		0.37%	1.19%	−3.9%	+0.6%	+4.0%	+28.5%	+11.2%	−16.5%	$1.3B
2	BDCOR	U.S. Core Equity 1 Portfolio ETF Class SharesRead Desk		0.17%	0.93%	−4.0%	+11.3%	+13.9%	+21.7%	new	−8.3%	$43.9B

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

Cards for this view

IAI vs DCOR

IAI

iShares U.S. Broker-Dealers & Securities Exchanges

$16,990

DCOR

U.S. Core Equity 1 Portfolio ETF Class Shares

[…]

MeasureIAIDCOR

Fee0.37%0.17%

Cost on $10k a year$37$17

Yield1.19%0.93%

5 years, per year+11.2%[…]

3 years, per year+28.5%+21.7%

Worst drop · 1Y−16.5%−8.3%

Volatility · 1Y21.2%12.9%

3–2measures won
DCOR first

2.2%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: IAI, DCOR

Today

2.2%most shared, IAI and DCOR

IAIDCOR

IAI—2.2%

DCOR2.2%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$82most kept, IAI

IAI$119 − $37 = $82

DCOR$93 − $17 = $76

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee