OEF vs DCOR

AOEF

BDCOR

Measures won1–4DCOR wins · of 6 · 5Y

$10,000 · 5Y$18,137OEF

Lowest cost0.17%DCOR · $17 on $10k

Most income0.93%DCOR · $93 on $10k

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

Held in common55.1%OEF and DCOR

OEF

DCOR

iShares S&P 100 ETF · $20.3BU.S. Core Equity 1 Portfolio ETF Class Shares · $43.9B

+23.2%3 years · per year$18,709 · $17,935+21.5%

+12.6%5 years · per year$18,137 · […][…]

0.20%Expense ratio$20 · $17 on $10k · lower wins0.17%

0.90%12-mo yield$90 · $93 on $10k0.93%

−10.9%Worst dropSmaller wins−8.3%

14.7%VolatilityLower wins12.8%

1–4DCOR wins

$10,000 · 5 yearsOne scale

Shared top holdingsOEF · DCOR

10.8%AAPL6.1%

9.5%NVDA5.1%

8.6%MSFT4.6%

5.5%AMZN2.9%

Held in common55.1%

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	AOEF	iShares S&P 100 ETFRead Desk		0.20%	0.90%	+0.5%	+6.7%	+7.1%	+23.2%	+12.6%	−10.9%	$20.3B
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	AOEF	iShares S&P 100 ETFRead Desk		0.20%	0.90%	+0.5%	+6.7%	+7.1%	+23.2%	+12.6%	−10.9%	$20.3B
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

OEF vs DCOR

OEF

iShares S&P 100

$18,137

DCOR

U.S. Core Equity 1 Portfolio ETF Class Shares

[…]

MeasureOEFDCOR

Fee0.20%0.17%

Cost on $10k a year$20$17

Yield0.90%0.93%

5 years, per year+12.6%[…]

3 years, per year+23.2%+21.5%

Worst drop · 1Y−10.9%−8.3%

Volatility · 1Y14.7%12.8%

3–1measures won
DCOR first

55.1%

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: OEF, DCOR

Today

55.1%most shared, OEF and DCOR

OEFDCOR

OEF—55.1%

DCOR55.1%—

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

Income After Fees on $10,000

$76most kept, DCOR

DCOR$93 − $17 = $76

OEF$90 − $20 = $70

KeptFee

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