LCTU vs DCOR

ALCTU

BDCOR

Measures won1–4DCOR wins · of 6 · 5Y

$10,000 · 5Y$16,039LCTU

Lowest cost0.17%DCOR · $17 on $10k

Most income1.00%LCTU · $100 on $10k

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

Held in common58.5%LCTU and DCOR

LCTU

DCOR

iShares U.S. Carbon Transition Readiness Aware Active ETF · $1.1BU.S. Core Equity 1 Portfolio ETF Class Shares · $43.9B

+21.2%3 years · per year$17,785 · $18,033+21.7%

+9.9%5 years · per year$16,039 · […][…]

0.30%Expense ratio$30 · $17 on $10k · lower wins0.17%

1.00%12-mo yield$100 · $93 on $10k0.93%

−9.4%Worst dropSmaller wins−8.3%

13.7%VolatilityLower wins12.9%

1–4DCOR wins

$10,000 · 5 yearsOne scale

Shared top holdingsLCTU · DCOR

7.5%AAPL6.0%

7.0%NVDA5.4%

5.4%MSFT4.6%

3.3%AMZN2.8%

Held in common58.5%

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	ALCTU	iShares U.S. Carbon Transition Readiness Aware Active ETFRead Desk		0.30%	1.00%	−4.3%	+6.8%	+7.9%	+21.2%	+9.9%	−9.4%	$1.1B
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	ALCTU	iShares U.S. Carbon Transition Readiness Aware Active ETFRead Desk		0.30%	1.00%	−4.3%	+6.8%	+7.9%	+21.2%	+9.9%	−9.4%	$1.1B
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

LCTU vs DCOR

LCTU

iShares U.S. Carbon Transition Readiness Aware Active

$16,039

DCOR

U.S. Core Equity 1 Portfolio ETF Class Shares

[…]

MeasureLCTUDCOR

Fee0.30%0.17%

Cost on $10k a year$30$17

Yield1.00%0.93%

5 years, per year+9.9%[…]

3 years, per year+21.2%+21.7%

Worst drop · 1Y−9.4%−8.3%

Volatility · 1Y13.7%12.9%

4–1measures won
DCOR first

58.5%

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: LCTU, DCOR

Today

58.5%most shared, LCTU and DCOR

LCTUDCOR

LCTU—58.5%

DCOR58.5%—

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

Income After Fees on $10,000

$76most kept, DCOR

DCOR$93 − $17 = $76

LCTU$100 − $30 = $70

KeptFee

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