SUSL vs DCOR

ASUSL

BDCOR

Measures won3–2SUSL wins · of 6 · 5Y

$10,000 · 5Y$16,895SUSL

Lowest cost0.10%SUSL · $10 on $10k

Most income0.97%SUSL · $97 on $10k

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

Held in common42.5%SUSL and DCOR

SUSL

DCOR

iShares ESG MSCI USA Leaders ETF · $1.2BU.S. Core Equity 1 Portfolio ETF Class Shares · $45.6B

+22.3%3 years · per year$18,308 · $18,033+21.7%

+11.1%5 years · per year$16,895 · […][…]

0.10%Expense ratio$10 · $17 on $10k · lower wins0.17%

0.97%12-mo yield$97 · $93 on $10k0.93%

−11.4%Worst dropSmaller wins−8.3%

14.9%VolatilityLower wins12.9%

3–2SUSL wins

$10,000 · 5 yearsOne scale

Shared top holdingsSUSL · DCOR

13.3%NVDA5.4%

11.3%MSFT4.6%

4.9%GOOGL1.4%

3.3%LLY1.4%

Held in common42.5%

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

Both

5Y2 funds

#			Trend
1	ASUSL	iShares ESG MSCI USA Leaders ETFRead Desk		0.10%	0.97%	−4.7%	+8.1%	+10.0%	+22.3%	+11.1%	−11.4%	$1.2B
2	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

Both

5Y2 funds

#			Trend
1	ASUSL	iShares ESG MSCI USA Leaders ETFRead Desk		0.10%	0.97%	−4.7%	+8.1%	+10.0%	+22.3%	+11.1%	−11.4%	$1.2B
2	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

SUSL vs DCOR

SUSL

iShares ESG MSCI USA Leaders

$16,895

DCOR

U.S. Core Equity 1 Portfolio ETF Class Shares

[…]

MeasureSUSLDCOR

Fee0.10%0.17%

Cost on $10k a year$10$17

Yield0.97%0.93%

5 years, per year+11.1%[…]

3 years, per year+22.3%+21.7%

Worst drop · 1Y−11.4%−8.3%

Volatility · 1Y14.9%12.9%

3–2measures won
SUSL first

42.5%

holdings shared

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

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

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: SUSL, DCOR

Today

42.5%most shared, SUSL and DCOR

SUSLDCOR

SUSL—42.5%

DCOR42.5%—

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

Income After Fees on $10,000

$87most kept, SUSL

SUSL$97 − $10 = $87

DCOR$93 − $17 = $76

KeptFee

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