Compare · 2 funds side by side · dividends reinvested

AESR and DCOR

AESRHorizon Funds×DCORDimensional×

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,594AESR · best of the two

02 / 04

AESR 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%0.89%+15.9%+17.4%+23.6%[…]−8.3%12.2%$45.0B1.3

Anfield U.S. Equity Sector Rotation ETFUS Stock Styles · Large cap0.97%20.44%+12.6%+11.4%+26.1%+12.0%−9.8%19.8%$243M1.6

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

End-of-day Nov 4, 2026 · returns include dividends · since: AESR 2019 · DCOR 2005

Head to Head

Swap sides Versus in desk

Head to Head

Anfield U.S. Equity Sector Rotation ETF · $243M$17,594

AESR

DCOR

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

$10,000 five years ago, dividends reinvested · they hold 1.6% in common

AESRMeasureDCOR

+12.6%Year to dateJan 1 → Nov 4+15.9%

+11.4%1 yearTotal return+17.4%

+26.1%3 years · per year$10,000 became $20,053 · $18,904+23.6%

+12.0%5 years · per year$10,000 became $17,594 · […][…]

0.97%Expense ratio$97 · $17 a year on $10k · lower is better0.17%

20.44%Trailing 12-mo yield$2,044 · $89 a year on $10k0.89%

−9.8%Worst dropSmaller is better−8.3%

19.8%VolatilityLower is calmer12.2%

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

2–5DCOR wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

AESR vs DCOR: Top 5 Holdings

Today

AESR

59.5%in top 5

DCOR

in top 520.2%

AESRStockDCOR

15.4%SPYnot top 5

12.2%ARKWnot top 5

11.3%IGVnot top 5

11.2%SOXXnot top 5

9.4%XLCnot top 5

not top 5AAPL5.8%

not top 5NVDA5.7%

not top 5MSFT4.4%

not top 5AMZN2.7%

not top 5META1.7%

Held in common1.6%

End-of-day Nov 4, 2026 · share of each fund

AESR vs DCOR Returns, Every Period

Horizon FundsAESR

+11.4%

past year

DCORDimensional

+17.4%

past year

AESRDCORFaded: behind in that period

1–2DCOR wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

AESR vs DCOR

YTD

Horizon FundsAESR

+12.6%

DCORDimensional

+15.9%

+12.6%Year to date+15.9%

−9.8%Worst drop · 1Y−8.3%

19.8%Volatility · 1Y12.2%

20.4%Yield0.9%

$243MAssets$45.0B

3–1DCOR wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: AESR, DCOR

Today

0.17%lowest, DCOR

FundExpense ratioFee$10k

DCOR0.17%$17

AESR0.97%$97

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: AESR, DCOR

20.44%highest, AESR

FundTrailing yieldYield$10k

AESR20.44%$2,044

DCOR0.89%$89

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$1,947most kept, AESR

AESR$2,044 − $97 = $1,947

DCOR$89 − $17 = $72

KeptFee

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

Overlap: AESR, DCOR

Today

1.6%most shared, AESR and DCOR

AESRDCOR

AESR—1.6%

DCOR1.6%—

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

Return vs Bumpiness: 2 ETFs

+17.4%DCOR, at 12.2% volatility

DCORWorst drop−8.3%12.2% vol

AESRWorst drop−9.8%19.8% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

AESRDCOR

+12.6%Year to date+15.9%

20.4%Yield0.9%

+11.4%Past year+17.4%

0.97%Fee0.17%

3–1DCOR wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$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%

$41.8BAssets$46.0B

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%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026