SIZE vs DCOR

ASIZE

BDCOR

Measures won3–2SIZE wins · of 6 · 5Y

$10,000 · 5Y$14,359SIZE

Lowest cost0.15%SIZE · $15 on $10k

Most income1.37%SIZE · $137 on $10k

Smallest drop−8.0%SIZE · worst fall in 1Y

Held in common43.2%SIZE and DCOR

SIZE

DCOR

iShares MSCI USA Size Factor ETF · $434MU.S. Core Equity 1 Portfolio ETF Class Shares · $45.0B

+19.6%3 years · per year$17,120 · $18,840+23.5%

+7.5%5 years · per year$14,359 · […][…]

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

1.37%12-mo yield$137 · $91 on $10k0.91%

−8.0%Worst dropSmaller wins−8.3%

12.6%VolatilityLower wins12.2%

3–2SIZE wins

$10,000 · 5 yearsOne scale

Shared top holdingsSIZE · DCOR

0.2%AMGN0.4%

0.2%TRV0.3%

0.2%ABBV0.7%

0.2%PLTR0.3%

Held in common43.2%

End-of-day Nov 3, 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	ASIZE	iShares MSCI USA Size Factor ETFRead Desk		0.15%	1.37%	−0.3%	+12.9%	+14.1%	+19.6%	+7.5%	−8.0%	$434M
2	BDCOR	U.S. Core Equity 1 Portfolio ETF Class SharesRead Desk		0.17%	0.91%	0.0%	+14.2%	+15.7%	+23.5%	new	−8.3%	$45.0B

End-of-day Nov 3, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	ASIZE	iShares MSCI USA Size Factor ETFRead Desk		0.15%	1.37%	−0.3%	+12.9%	+14.1%	+19.6%	+7.5%	−8.0%	$434M
2	BDCOR	U.S. Core Equity 1 Portfolio ETF Class SharesRead Desk		0.17%	0.91%	0.0%	+14.2%	+15.7%	+23.5%	new	−8.3%	$45.0B

End-of-day Nov 3, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

SIZE vs DCOR

SIZE

iShares MSCI USA Size Factor

$14,359

DCOR

U.S. Core Equity 1 Portfolio ETF Class Shares

[…]

MeasureSIZEDCOR

Fee0.15%0.17%

Cost on $10k a year$15$17

Yield1.37%0.91%

5 years, per year+7.5%[…]

3 years, per year+19.6%+23.5%

Worst drop · 1Y−8.0%−8.3%

Volatility · 1Y12.6%12.2%

3–2measures won
SIZE first

43.2%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

Overlap: SIZE, DCOR

Today

43.2%most shared, SIZE and DCOR

SIZEDCOR

SIZE—43.2%

DCOR43.2%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$122most kept, SIZE

SIZE$137 − $15 = $122

DCOR$91 − $17 = $74

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee