TSPA vs DCOR

ATSPA

BDCOR

Measures won1–4DCOR wins · of 6 · 5Y

$10,000 · 5Y$18,371TSPA

Lowest cost0.17%DCOR · $17 on $10k

Most income0.89%DCOR · $89 on $10k

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

Held in common62.9%TSPA and DCOR

TSPA

DCOR

T. Rowe Price U.S. Equity Research ETF · $4.7BU.S. Core Equity 1 Portfolio ETF Class Shares · $45.6B

+24.1%3 years · per year$19,105 · $18,904+23.6%

+12.9%5 years · per year$18,371 · […][…]

0.34%Expense ratio$34 · $17 on $10k · lower wins0.17%

0.55%12-mo yield$55 · $89 on $10k0.89%

−9.2%Worst dropSmaller wins−8.3%

13.6%VolatilityLower wins12.2%

1–4DCOR wins

$10,000 · 5 yearsOne scale

Shared top holdingsTSPA · DCOR

7.1%AAPL5.8%

8.6%NVDA5.7%

5.8%MSFT4.4%

3.8%AMZN2.7%

Held in common62.9%

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	ATSPA	T. Rowe Price U.S. Equity Research ETFRead Desk		0.34%	0.55%	+1.5%	+12.8%	+12.8%	+24.1%	+12.9%	−9.2%	$4.7B
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	ATSPA	T. Rowe Price U.S. Equity Research ETFRead Desk		0.34%	0.55%	+1.5%	+12.8%	+12.8%	+24.1%	+12.9%	−9.2%	$4.7B
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

TSPA vs DCOR

TSPA

T. Rowe Price U.S. Equity Research

$18,371

DCOR

U.S. Core Equity 1 Portfolio ETF Class Shares

[…]

MeasureTSPADCOR

Fee0.34%0.17%

Cost on $10k a year$34$17

Yield0.55%0.89%

5 years, per year+12.9%[…]

3 years, per year+24.1%+23.6%

Worst drop · 1Y−9.2%−8.3%

Volatility · 1Y13.6%12.2%

4–1measures won
DCOR first

62.9%

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: TSPA, DCOR

Today

62.9%most shared, TSPA and DCOR

TSPADCOR

TSPA—62.9%

DCOR62.9%—

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

Income After Fees on $10,000

$72most kept, DCOR

DCOR$89 − $17 = $72

TSPA$55 − $34 = $21

KeptFee

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