SMMD vs DCOR

ASMMD

BDCOR

Measures won1–4DCOR wins · of 6 · 5Y

$10,000 · 5Y$14,291SMMD

Lowest cost0.17%DCOR · $17 on $10k

Most income1.13%SMMD · $113 on $10k

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

Held in common16.8%SMMD and DCOR

SMMD

DCOR

iShares Russell 2500 ETF · $4.2BU.S. Core Equity 1 Portfolio ETF Class Shares · $45.6B

+21.7%3 years · per year$18,029 · $18,904+23.6%

+7.4%5 years · per year$14,291 · […][…]

0.23%Expense ratio$23 · $17 on $10k · lower wins0.17%

1.13%12-mo yield$113 · $89 on $10k0.89%

−9.7%Worst dropSmaller wins−8.3%

16.6%VolatilityLower wins12.2%

1–4DCOR wins

$10,000 · 5 yearsOne scale

Shared top holdingsSMMD · DCOR

0.3%USFD0.1%

0.3%RS0.1%

0.3%THC0.1%

0.3%ATI0.1%

Held in common16.8%

End-of-day Nov 4, 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	ASMMD	iShares Russell 2500 ETFRead Desk		0.23%	1.13%	+1.2%	+18.5%	+20.5%	+21.7%	+7.4%	−9.7%	$4.2B
2	BDCOR	U.S. Core Equity 1 Portfolio ETF Class SharesRead Desk		0.17%	0.89%	+1.4%	+15.9%	+17.4%	+23.6%	new	−8.3%	$45.6B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	ASMMD	iShares Russell 2500 ETFRead Desk		0.23%	1.13%	+1.2%	+18.5%	+20.5%	+21.7%	+7.4%	−9.7%	$4.2B
2	BDCOR	U.S. Core Equity 1 Portfolio ETF Class SharesRead Desk		0.17%	0.89%	+1.4%	+15.9%	+17.4%	+23.6%	new	−8.3%	$45.6B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

SMMD vs DCOR

SMMD

iShares Russell 2500

$14,291

DCOR

U.S. Core Equity 1 Portfolio ETF Class Shares

[…]

MeasureSMMDDCOR

Fee0.23%0.17%

Cost on $10k a year$23$17

Yield1.13%0.89%

5 years, per year+7.4%[…]

3 years, per year+21.7%+23.6%

Worst drop · 1Y−9.7%−8.3%

Volatility · 1Y16.6%12.2%

4–1measures won
DCOR first

16.8%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: SMMD, DCOR

Today

16.8%most shared, SMMD and DCOR

SMMDDCOR

SMMD—16.8%

DCOR16.8%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$90most kept, SMMD

SMMD$113 − $23 = $90

DCOR$89 − $17 = $72

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee