OVL vs DCOR

AOVL

BDCOR

Measures won2–3DCOR wins · of 6 · 5Y

$10,000 · 5Y$17,058OVL

Lowest cost0.17%DCOR · $17 on $10k

Most income9.82%OVL · $982 on $10k

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

Held in common0.0%OVL and DCOR

OVL

DCOR

Overlay Shares Large Cap Equity ETF · $529MU.S. Core Equity 1 Portfolio ETF Class Shares · $43.9B

+24.2%3 years · per year$19,177 · $18,033+21.7%

+11.3%5 years · per year$17,058 · […][…]

0.79%Expense ratio$79 · $17 on $10k · lower wins0.17%

9.82%12-mo yield$982 · $93 on $10k0.93%

−8.7%Worst dropSmaller wins−8.3%

16.1%VolatilityLower wins12.9%

2–3DCOR wins

$10,000 · 5 yearsOne scale

Shared top holdingsOVL · DCOR

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

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	AOVL	Overlay Shares Large Cap Equity ETFRead Desk		0.79%	9.82%	−5.3%	+8.9%	+11.0%	+24.2%	+11.3%	−8.7%	$529M
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	AOVL	Overlay Shares Large Cap Equity ETFRead Desk		0.79%	9.82%	−5.3%	+8.9%	+11.0%	+24.2%	+11.3%	−8.7%	$529M
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

OVL vs DCOR

OVL

Overlay Shares Large Cap Equity

$17,058

DCOR

U.S. Core Equity 1 Portfolio ETF Class Shares

[…]

MeasureOVLDCOR

Fee0.79%0.17%

Cost on $10k a year$79$17

Yield9.82%0.93%

5 years, per year+11.3%[…]

3 years, per year+24.2%+21.7%

Worst drop · 1Y−8.7%−8.3%

Volatility · 1Y16.1%12.9%

3–2measures won
DCOR first

0.0%

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: OVL, DCOR

Today

0.0%most shared, OVL and DCOR

OVLDCOR

OVL—0.0%

DCOR0.0%—

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

Income After Fees on $10,000

$903most kept, OVL

OVL$982 − $79 = $903

DCOR$93 − $17 = $76

KeptFee

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