STAX vs DCOR

ASTAX

BDCOR

Measures won3–1STAX wins · of 6 · 5Y

$10,000 · 5Y$15,330IWF

Lowest cost0.17%DCOR · $17 on $10k

Most income3.20%STAX · $320 on $10k

Smallest drop−2.7%STAX · worst fall in 1Y

Held in common[…]STAX and DCOR

STAX

DCOR

Nomura Tax-Free USA Short Term ETF · $11MU.S. Core Equity 1 Portfolio ETF Class Shares · $45.6B

[…]3 years · per year[…] · $18,033+21.7%

[…]5 years · per year[…]

0.29%Expense ratio$29 · $17 on $10k · lower wins0.17%

3.20%12-mo yield$320 · $93 on $10k0.93%

−2.7%Worst dropSmaller wins−8.3%

1.8%VolatilityLower wins12.9%

3–1STAX wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsSTAX · DCOR

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

Held in common[…]

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

All Three

5Y3 funds

#
1	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	−6.4%	−6.5%	−7.6%	+19.5%	+8.9%	−14.6%	$120.5B
2	ASTAX	Nomura Tax-Free USA Short Term ETFRead Desk	0.29%	3.20%	+0.1%	+1.5%	+2.0%	new	new	−2.7%	$11M
3	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%	$45.6B

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

All Three

5Y3 funds

#
1	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	−6.4%	−6.5%	−7.6%	+19.5%	+8.9%	−14.6%	$120.5B
2	ASTAX	Nomura Tax-Free USA Short Term ETFRead Desk	0.29%	3.20%	+0.1%	+1.5%	+2.0%	new	new	−2.7%	$11M
3	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%	$45.6B

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

STAX vs DCOR

STAX

Nomura Tax-Free USA Short Term

[…]

DCOR

U.S. Core Equity 1 Portfolio ETF Class Shares

[…]

MeasureSTAXDCOR

Fee0.29%0.17%

Cost on $10k a year$29$17

Yield3.20%0.93%

5 years, per year[…][…]

3 years, per year[…]+21.7%

Worst drop · 1Y−2.7%−8.3%

Volatility · 1Y1.8%12.9%

3–1measures won
STAX first

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+0.5%

SCHGSchwab

+0.9%

+0.5%Year to date+0.9%

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

$233BAssets$62.5B

1–1level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$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%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: STAX, DCOR, IWF

Today

43.1%most shared, DCOR and IWF

STAXDCORIWF

STAX—[…][…]

DCOR[…]—43.1%

IWF[…]43.1%—

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

Income After Fees on $10,000

$291most kept, STAX

STAX$320 − $29 = $291

DCOR$93 − $17 = $76

IWF$39 − $18 = $21

KeptFee

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