SMMD vs DCOR

ASMMD

BDCOR

Measures won1–4DCOR wins · of 6 · 5Y

$10,000 · 5Y$16,124VUG · SMMD $13,594

Lowest cost0.03%VUG · $3 on $10k

Most income1.17%SMMD · $117 on $10k

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

Held in common16.8%SMMD and DCOR

SMMD

DCOR

iShares Russell 2500 ETF · $4.1BU.S. Core Equity 1 Portfolio ETF Class Shares · $43.9B

+19.8%3 years · per year$17,204 · $17,935+21.5%

+6.3%5 years · per year$13,594 · […][…]

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

1.17%12-mo yield$117 · $93 on $10k0.93%

−9.7%Worst dropSmaller wins−8.3%

17.0%VolatilityLower wins12.8%

1–4DCOR wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsSMMD · DCOR

0.3%USFD0.1%

0.3%THC0.1%

0.3%RS0.1%

0.2%TOL0.1%

Held in common16.8%

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

All Three

5Y3 funds

#
1	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
2	ASMMD	iShares Russell 2500 ETFRead Desk	0.23%	1.17%	+0.5%	+14.5%	+16.9%	+19.8%	+6.3%	−9.7%	$4.1B
3	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

All Three

5Y3 funds

#
1	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
2	ASMMD	iShares Russell 2500 ETFRead Desk	0.23%	1.17%	+0.5%	+14.5%	+16.9%	+19.8%	+6.3%	−9.7%	$4.1B
3	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

SMMD vs DCOR

SMMD

iShares Russell 2500

$13,594

DCOR

U.S. Core Equity 1 Portfolio ETF Class Shares

[…]

MeasureSMMDDCOR

Fee0.23%0.17%

Cost on $10k a year$23$17

Yield1.17%0.93%

5 years, per year+6.3%[…]

3 years, per year+19.8%+21.5%

Worst drop · 1Y−9.7%−8.3%

Volatility · 1Y17.0%12.8%

4–1measures won
DCOR first

16.8%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$59.7B

1–1level

End-of-day Nov 6, 2026

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%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

Overlap: SMMD, DCOR, VUG

Today

38.1%most shared, DCOR and VUG

SMMDDCORVUG

SMMD—16.8%0.0%

DCOR16.8%—38.1%

VUG0.0%38.1%—

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

Income After Fees on $10,000

$94most kept, SMMD

SMMD$117 − $23 = $94

DCOR$93 − $17 = $76

VUG$42 − $3 = $39

KeptFee

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