JPUS vs DCOR

AJPUS

BDCOR

Measures won3–2JPUS wins · of 6 · 5Y

$10,000 · 5Y$15,521JPUS

Lowest cost0.17%DCOR · $17 on $10k

Most income2.02%JPUS · $202 on $10k

Smallest drop−6.9%JPUS · worst fall in 1Y

Held in common28.6%JPUS and DCOR

JPUS

DCOR

JPMorgan Diversified Return U.S. Equity ETF · $465MU.S. Core Equity 1 Portfolio ETF Class Shares · $45.6B

+18.1%3 years · per year$16,465 · $18,033+21.7%

+9.2%5 years · per year$15,521 · […][…]

0.18%Expense ratio$18 · $17 on $10k · lower wins0.17%

2.02%12-mo yield$202 · $93 on $10k0.93%

−6.9%Worst dropSmaller wins−8.3%

10.4%VolatilityLower wins12.9%

3–2JPUS wins

$10,000 · 5 yearsOne scale

Shared top holdingsJPUS · DCOR

0.4%AAPL6.0%

0.4%KO0.5%

0.4%ABBV0.7%

0.4%XOM1.3%

Held in common28.6%

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	AJPUS	JPMorgan Diversified Return U.S. Equity ETFRead Desk		0.18%	2.02%	−2.4%	+15.2%	+19.0%	+18.1%	+9.2%	−6.9%	$465M
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	AJPUS	JPMorgan Diversified Return U.S. Equity ETFRead Desk		0.18%	2.02%	−2.4%	+15.2%	+19.0%	+18.1%	+9.2%	−6.9%	$465M
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

JPUS vs DCOR

JPUS

JPMorgan Diversified Return U.S. Equity

$15,521

DCOR

U.S. Core Equity 1 Portfolio ETF Class Shares

[…]

MeasureJPUSDCOR

Fee0.18%0.17%

Cost on $10k a year$18$17

Yield2.02%0.93%

5 years, per year+9.2%[…]

3 years, per year+18.1%+21.7%

Worst drop · 1Y−6.9%−8.3%

Volatility · 1Y10.4%12.9%

3–2measures won
JPUS first

28.6%

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: JPUS, DCOR

Today

28.6%most shared, JPUS and DCOR

JPUSDCOR

JPUS—28.6%

DCOR28.6%—

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

Income After Fees on $10,000

$184most kept, JPUS

JPUS$202 − $18 = $184

DCOR$93 − $17 = $76

KeptFee

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