Compare · 3 funds side by side · dividends reinvested

CSD, DCOR and IWF

CSDInvesco×DCORDimensional×IWFiShares×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$19,358CSD · best of the three

02 / 04

CSD, 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%0.93%+11.3%+13.9%+21.7%[…]−8.3%12.9%$45.6B1.4

Invesco S&P Spin-Off ETFUS Stock Styles · Large cap0.66%0.13%+23.7%+30.1%+32.5%+14.1%−17.6%25.5%$212M2.0

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.39%−6.5%−7.6%+19.5%+8.9%−14.6%19.3%$121B2.4

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

End-of-day Nov 5, 2026 · returns include dividends · since: CSD 2006 · DCOR 2005 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

Invesco S&P Spin-Off ETF · $212M$19,358

CSD

DCOR

U.S. Core Equity 1 Portfolio ETF Class Shares · $45.6B[…]

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

CSDMeasureDCOR

+23.7%Year to dateJan 1 → Nov 5+11.3%

+30.1%1 yearTotal return+13.9%

+32.5%3 years · per year$10,000 became $23,283 · $18,033+21.7%

+14.1%5 years · per year$10,000 became $19,358 · […][…]

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

0.13%Trailing 12-mo yield$13 · $93 a year on $10k0.93%

−17.6%Worst dropSmaller is better−8.3%

25.5%VolatilityLower is calmer12.9%

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

3–4DCOR wins

End-of-day Nov 5, 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 520.5%

CSDStockDCOR

9.9%GEHCnot top 5

7.6%HONAnot top 5

7.3%VYLRnot top 5

6.8%Qnot top 5

6.2%GEVnot top 5

not top 5AAPL6.0%

not top 5NVDA5.4%

not top 5MSFT4.6%

not top 5AMZN2.8%

not top 5META1.7%

Held in common0.8%

End-of-day Nov 5, 2026 · share of each fund

CSD vs DCOR Returns, Every Period

InvescoCSD

+30.1%

past year

DCORDimensional

+13.9%

past year

CSDDCORFaded: behind in that period

3–0CSD wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

CSD vs DCOR

YTD

InvescoCSD

+23.7%

DCORDimensional

+11.3%

+23.7%Year to date+11.3%

−17.6%Worst drop · 1Y−8.3%

25.5%Volatility · 1Y12.9%

0.1%Yield0.9%

$212MAssets$45.6B

3–1DCOR wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: CSD, DCOR, IWF

Today

0.17%lowest, DCOR

FundExpense ratioFee$10k

DCOR0.17%$17

IWF0.18%$18

CSD0.66%$66

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: CSD, DCOR, IWF

0.93%highest, DCOR

FundTrailing yieldYield$10k

DCOR0.93%$93

IWF0.39%$39

CSD0.13%$13

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$76most kept, DCOR

DCOR$93 − $17 = $76

IWF$39 − $18 = $21

CSD$13 − $66 = −$53

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: CSD, DCOR, IWF

Today

43.1%most shared, DCOR and IWF

CSDDCORIWF

CSD—0.8%1.2%

DCOR0.8%—43.1%

IWF1.2%43.1%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+30.1%CSD, at 25.5% volatility

DCORWorst drop−8.3%12.9% vol

IWFWorst drop−14.6%19.3% vol

CSDWorst drop−17.6%25.5% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

DCORCSD

+11.3%Year to date+23.7%

0.9%Yield0.1%

+13.9%Past year+30.1%

0.17%Fee0.66%

2–2level

End-of-day Nov 5, 2026

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+0.5%

SCHGSchwab

+0.9%

+0.5%Year to date+0.9%

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

$233BAssets$62.5B

1–1level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026