IWB vs DCOR

AIWB

BDCOR

Measures won3–2IWB wins · of 6 · 5Y

$10,000 · 5Y$16,543IWB

Lowest cost0.15%IWB · $15 on $10k

Most income0.95%IWB · $95 on $10k

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

Held in common78.6%IWB and DCOR

IWB

DCOR

iShares Russell 1000 ETF · $48.5BU.S. Core Equity 1 Portfolio ETF Class Shares · $45.6B

+21.8%3 years · per year$18,083 · $18,033+21.7%

+10.6%5 years · per year$16,543 · […][…]

0.15%Expense ratio$15 · $17 on $10k · lower wins0.17%

0.95%12-mo yield$95 · $93 on $10k0.93%

−8.9%Worst dropSmaller wins−8.3%

13.6%VolatilityLower wins12.9%

3–2IWB wins

$10,000 · 5 yearsOne scale

Shared top holdingsIWB · DCOR

7.1%AAPL6.0%

6.6%NVDA5.4%

5.8%MSFT4.6%

3.6%AMZN2.8%

Held in common78.6%

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	AIWB	iShares Russell 1000 ETFRead Desk		0.15%	0.95%	−4.3%	+8.1%	+9.6%	+21.8%	+10.6%	−8.9%	$48.5B
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%	$45.6B

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	AIWB	iShares Russell 1000 ETFRead Desk		0.15%	0.95%	−4.3%	+8.1%	+9.6%	+21.8%	+10.6%	−8.9%	$48.5B
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%	$45.6B

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

IWB vs DCOR

IWB

iShares Russell 1000

$16,543

DCOR

U.S. Core Equity 1 Portfolio ETF Class Shares

[…]

MeasureIWBDCOR

Fee0.15%0.17%

Cost on $10k a year$15$17

Yield0.95%0.93%

5 years, per year+10.6%[…]

3 years, per year+21.8%+21.7%

Worst drop · 1Y−8.9%−8.3%

Volatility · 1Y13.6%12.9%

3–2measures won
IWB first

78.6%

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%

$123BAssets$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%

$42.1BAssets$46.1B

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$805B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: IWB, DCOR

Today

78.6%most shared, IWB and DCOR

IWBDCOR

IWB—78.6%

DCOR78.6%—

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

Income After Fees on $10,000

$80most kept, IWB

IWB$95 − $15 = $80

DCOR$93 − $17 = $76

KeptFee

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