Compare · 3 funds side by side · dividends reinvested

APUE, DCOR and IWF

APUEActivePassive×DCORDimensional×IWFiShares×

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$15,927IWF · best of the three

Story of the three · IncomeMost incomeDCOR · 0.90% · $90 a year on $10k

Story of the three · RiskSmallest drop

APUE, DCOR and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

U.S. Core Equity 1 Portfolio ETF Class SharesUS Stock Styles · Large cap0.17%0.90%+15.0%+16.2%+21.5%[…]−8.3%13.0%$45.3B1.1

ActivePassive U.S. Equity ETFUS Stock Styles · Large cap0.31%0.74%+12.8%+13.7%+21.7%[…]−9.0%13.6%$2.4B2.0

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.37%−1.2%−2.8%+19.8%+9.8%−14.6%19.6%$119B2.6

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 11, 2026 · returns include dividends · since: APUE 2023 · DCOR 2005 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

5Y

ActivePassive U.S. Equity ETF · $2.4B[…]

APUE

DCOR

U.S. Core Equity 1 Portfolio ETF Class Shares · $45.3B[…]

$10,000 five years ago, dividends reinvested · they hold 70.1% in common

APUE

More Ways to See the Pairs

APUE vs DCOR: Top 5 Holdings

Today

APUE

26.1%in top 5

DCOR

in top 519.9%

APUEStockDCOR

7.1%AAPL6.1%

5.5%MSFT4.5%

5.4%NVDA4.6%

4.5%DFASnot top 5

3.7%AMZN

Cost, Income and Risk

Fees: APUE, DCOR, IWF

Today

0.17%lowest, DCOR

FundExpense ratioFee$10k

DCOR0.17%$17

IWF0.18%$18

APUE0.31%$31

End-of-day Nov 11, 2026 · fee on $10,000 a year

Yields: APUE, DCOR, IWF

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+5.1%

SCHGSchwab

+5.9%

+5.1%Year to date+5.9%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$61.0B

1–1level

End-of-day Nov 11, 2026

SCHD vs VIG

YTD

SchwabSCHD

+34.6%

VIGVanguard

+16.0%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.1%

JEPIJ.P. Morgan

+8.6%

Measure

DCOR

+12.8%Year to dateJan 1 → Nov 11+15.0%

+13.7%1 yearTotal return+16.2%

+21.7%3 years · per year$10,000 became $18,031 · $17,950+21.5%

[…]5 years · per year[…]

0.31%Expense ratio$31 · $17 a year on $10k · lower is better0.17%

0.74%Trailing 12-mo yield$74 · $90 a year on $10k0.90%

−9.0%Worst dropSmaller is better−8.3%

13.6%VolatilityLower is calmer13.0%

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

1–6DCOR wins

End-of-day Nov 11, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

2.9%

not top 5META1.8%

Held in common70.1%

End-of-day Nov 11, 2026 · share of each fund

APUE vs DCOR Returns, Every Period

1Y

ActivePassiveAPUE

+13.7%

past year

DCORDimensional

+16.2%

past year

APUEDCORFaded: behind in that period

1–2DCOR wins

End-of-day Nov 11, 2026 · dividends in · faded = behind in that period

APUE vs DCOR

YTD

ActivePassiveAPUE

+12.8%

DCORDimensional

+15.0%

+12.8%Year to date+15.0%

−9.0%Worst drop · 1Y−8.3%

13.6%Volatility · 1Y13.0%

0.7%Yield0.9%

$2.4BAssets$45.3B

4–0DCOR wins

End-of-day Nov 11, 2026 · smaller drop and lower volatility win

1Y

0.90%highest, DCOR

FundTrailing yieldYield$10k

DCOR0.90%$90

APUE0.74%$74

IWF0.37%$37

End-of-day Nov 11, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$73most kept, DCOR

DCOR$90 − $17 = $73

APUE$74 − $31 = $43

IWF$37 − $18 = $19

KeptFee

End-of-day Nov 11, 2026 · yield in dollars minus the fee

Overlap: APUE, DCOR, IWF

Today

70.1%most shared, APUE and DCOR

APUEDCORIWF

APUE—70.1%50.3%

DCOR70.1%—42.7%

IWF50.3%42.7%—

End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+16.2%DCOR, at 13.0% volatility

DCORWorst drop−8.3%13.0% vol

APUEWorst drop−9.0%13.6% vol

IWFWorst drop−14.6%19.6% vol

End-of-day Nov 11, 2026 · up and left is better

Paid More vs Made More

YTD

DCORAPUE

+15.0%Year to date+12.8%

0.9%Yield0.7%

+16.2%Past year+13.7%

0.17%Fee0.31%

4–0DCOR wins

End-of-day Nov 11, 2026

+34.6%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 11, 2026

+8.1%Year to date+8.6%

12.2%Yield7.8%

$41.8BAssets$46.8B

1–1level

End-of-day Nov 11, 2026

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APUE, DCOR and IWF

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three