SPTM vs DCOR

ASPTM

BDCOR

Measures won3–2SPTM wins · of 6 · 5Y

$10,000 · 5Y$17,437SPTM

Lowest cost0.03%SPTM · $3 on $10k

Most income1.07%SPTM · $107 on $10k

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

Held in common79.2%SPTM and DCOR

SPTM

DCOR

State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF · $14.0BU.S. Core Equity 1 Portfolio ETF Class Shares · $45.0B

+23.6%3 years · per year$18,889 · $18,840+23.5%

+11.8%5 years · per year$17,437 · […][…]

0.03%Expense ratio$3 · $17 on $10k · lower wins0.17%

1.07%12-mo yield$107 · $91 on $10k0.91%

−8.7%Worst dropSmaller wins−8.3%

12.7%VolatilityLower wins12.2%

3–2SPTM wins

$10,000 · 5 yearsOne scale

Shared top holdingsSPTM · DCOR

7.1%AAPL5.9%

7.2%NVDA5.5%

5.5%MSFT4.3%

3.3%AMZN2.6%

Held in common79.2%

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	ASPTM	State Street SPDR Portfolio S&P 1500 Composite Stock Market ETFRead Desk		0.03%	1.07%	+0.3%	+11.8%	+12.3%	+23.6%	+11.8%	−8.7%	$14.0B
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	ASPTM	State Street SPDR Portfolio S&P 1500 Composite Stock Market ETFRead Desk		0.03%	1.07%	+0.3%	+11.8%	+12.3%	+23.6%	+11.8%	−8.7%	$14.0B
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

SPTM vs DCOR

SPTM

SPDR Portfolio S&P 1500 Composite Stock Market

$17,437

DCOR

U.S. Core Equity 1 Portfolio ETF Class Shares

[…]

MeasureSPTMDCOR

Fee0.03%0.17%

Cost on $10k a year$3$17

Yield1.07%0.91%

5 years, per year+11.8%[…]

3 years, per year+23.6%+23.5%

Worst drop · 1Y−8.7%−8.3%

Volatility · 1Y12.7%12.2%

3–2measures won
SPTM first

79.2%

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: SPTM, DCOR

Today

79.2%most shared, SPTM and DCOR

SPTMDCOR

SPTM—79.2%

DCOR79.2%—

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

Income After Fees on $10,000

$104most kept, SPTM

SPTM$107 − $3 = $104

DCOR$91 − $17 = $74

KeptFee

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