USMC vs DCOR

AUSMC

BDCOR

Measures won1–4DCOR wins · of 6 · 5Y

$10,000 · 5Y$18,971USMC

Lowest cost0.12%USMC · $12 on $10k

Most income0.89%DCOR · $89 on $10k

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

Held in common37.2%USMC and DCOR

USMC

DCOR

Principal U.S. Mega-Cap ETF · $4.9BU.S. Core Equity 1 Portfolio ETF Class Shares · $45.6B

+23.4%3 years · per year$18,806 · $18,904+23.6%

+13.7%5 years · per year$18,971 · […][…]

0.12%Expense ratio$12 · $17 on $10k · lower wins0.17%

0.74%12-mo yield$74 · $89 on $10k0.89%

−10.0%Worst dropSmaller wins−8.3%

12.6%VolatilityLower wins12.2%

1–4DCOR wins

$10,000 · 5 yearsOne scale

Shared top holdingsUSMC · DCOR

7.4%AAPL5.8%

7.6%NVDA5.7%

5.9%MSFT4.4%

3.7%AMZN2.7%

Held in common37.2%

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	AUSMC	Principal U.S. Mega-Cap ETFRead Desk		0.12%	0.74%	+1.6%	+11.1%	+9.8%	+23.4%	+13.7%	−10.0%	$4.9B
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	AUSMC	Principal U.S. Mega-Cap ETFRead Desk		0.12%	0.74%	+1.6%	+11.1%	+9.8%	+23.4%	+13.7%	−10.0%	$4.9B
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

USMC vs DCOR

USMC

Principal U.S. Mega-Cap

$18,971

DCOR

U.S. Core Equity 1 Portfolio ETF Class Shares

[…]

MeasureUSMCDCOR

Fee0.12%0.17%

Cost on $10k a year$12$17

Yield0.74%0.89%

5 years, per year+13.7%[…]

3 years, per year+23.4%+23.6%

Worst drop · 1Y−10.0%−8.3%

Volatility · 1Y12.6%12.2%

4–1measures won
DCOR first

37.2%

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: USMC, DCOR

Today

37.2%most shared, USMC and DCOR

USMCDCOR

USMC—37.2%

DCOR37.2%—

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

USMC$74 − $12 = $62

KeptFee

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