Compare · 2 funds side by side · dividends reinvested

CSD and DCOR

CSDInvesco×DCORDimensional×

Story of the two · Growth1Y$10,000 one year agoDividends reinvested · both on one scale$13,561CSD · best of the two

02 / 04

CSD and DCOR, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

U.S. Core Equity 1 Portfolio ETF Class SharesUS Stock Styles · Large cap0.17%0.91%+14.2%+15.7%+23.5%[…]−8.3%12.2%$45.0B1.4

Invesco S&P Spin-Off ETFUS Stock Styles · Large cap0.66%0.12%+30.9%+35.6%+36.1%+15.3%−17.1%25.0%$209M1.5

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 3, 2026 · returns include dividends · since: CSD 2006 · DCOR 2005

Head to Head

Swap sides Versus in desk

Head to Head

Invesco S&P Spin-Off ETF · $209M$20,419

CSD

DCOR

U.S. Core Equity 1 Portfolio ETF Class Shares · $45.0B[…]

$10,000 five years ago, dividends reinvested · they hold 0.8% in common

CSDMeasureDCOR

+30.9%Year to dateJan 1 → Nov 3+14.2%

+35.6%1 yearTotal return+15.7%

+36.1%3 years · per year$10,000 became $25,213 · $18,840+23.5%

+15.3%5 years · per year$10,000 became $20,419 · […][…]

0.66%Expense ratio$66 · $17 a year on $10k · lower is better0.17%

0.12%Trailing 12-mo yield$12 · $91 a year on $10k0.91%

−17.1%Worst dropSmaller is better−8.3%

25.0%VolatilityLower is calmer12.2%

CSDDCOR Winner of the row, in its colourEach row: the bigger of the two fills its side

3–4DCOR wins

End-of-day Nov 3, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

CSD vs DCOR: Top 5 Holdings

Today

CSD

37.8%in top 5

DCOR

in top 520.0%

CSDStockDCOR

9.2%GEHCnot top 5

7.8%HONAnot top 5

7.6%VYLRnot top 5

6.7%Qnot top 5

6.5%GEVnot top 5

not top 5AAPL5.9%

not top 5NVDA5.5%

not top 5MSFT4.3%

not top 5AMZN2.6%

not top 5META1.7%

Held in common0.8%

End-of-day Nov 3, 2026 · share of each fund

CSD vs DCOR Returns, Every Period

InvescoCSD

+35.6%

past year

DCORDimensional

+15.7%

past year

CSDDCORFaded: behind in that period

3–0CSD wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

CSD vs DCOR

YTD

InvescoCSD

+30.9%

DCORDimensional

+14.2%

+30.9%Year to date+14.2%

−17.1%Worst drop · 1Y−8.3%

25.0%Volatility · 1Y12.2%

0.1%Yield0.9%

$209MAssets$45.0B

3–1DCOR wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: CSD, DCOR

Today

0.17%lowest, DCOR

FundExpense ratioFee$10k

DCOR0.17%$17

CSD0.66%$66

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: CSD, DCOR

0.91%highest, DCOR

FundTrailing yieldYield$10k

DCOR0.91%$91

CSD0.12%$12

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$74most kept, DCOR

DCOR$91 − $17 = $74

CSD$12 − $66 = −$54

KeptFee

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

Overlap: CSD, DCOR

Today

0.8%most shared, CSD and DCOR

CSDDCOR

CSD—0.8%

DCOR0.8%—

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

Return vs Bumpiness: 2 ETFs

+35.6%CSD, at 25.0% volatility

DCORWorst drop−8.3%12.2% vol

CSDWorst drop−17.1%25.0% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

DCORCSD

+14.2%Year to date+30.9%

0.9%Yield0.1%

+15.7%Past year+35.6%

0.17%Fee0.66%

2–2level

End-of-day Nov 3, 2026

Popular Pairs Near These Two

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