Compare · 2 funds side by side · dividends reinvested

CSD and DCOR

CSDInvesco×DCORDimensional×

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$19,358CSD · 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%0.93%+11.3%+13.9%+21.7%[…]−8.3%12.9%$43.9B1.4

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%$211M1.5

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

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

Head to Head

Swap sides Versus in desk

Head to Head

U.S. Core Equity 1 Portfolio ETF Class Shares · $43.9B[…]

DCOR

CSD

Invesco S&P Spin-Off ETF · $211M$19,358

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

DCORMeasureCSD

+11.3%Year to dateJan 1 → Nov 5+23.7%

+13.9%1 yearTotal return+30.1%

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

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

0.17%Expense ratio$17 · $66 a year on $10k · lower is better0.66%

0.93%Trailing 12-mo yield$93 · $13 a year on $10k0.13%

−8.3%Worst dropSmaller is better−17.6%

12.9%VolatilityLower is calmer25.5%

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

4–3DCOR wins

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

More Ways to See the Pairs

DCOR vs CSD: Top 5 Holdings

Today

DCOR

20.5%in top 5

CSD

in top 537.8%

DCORStockCSD

not top 5GEHC9.9%

not top 5HONA7.6%

not top 5VYLR7.3%

not top 5Q6.8%

not top 5GEV6.2%

6.0%AAPLnot top 5

5.4%NVDAnot top 5

4.6%MSFTnot top 5

2.8%AMZNnot top 5

1.7%METAnot top 5

Held in common0.8%

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

DCOR vs CSD Returns, Every Period

DimensionalDCOR

+13.9%

past year

CSDInvesco

+30.1%

past year

DCORCSDFaded: behind in that period

0–3CSD wins

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

DCOR vs CSD

YTD

DimensionalDCOR

+11.3%

CSDInvesco

+23.7%

+11.3%Year to date+23.7%

−8.3%Worst drop · 1Y−17.6%

12.9%Volatility · 1Y25.5%

0.9%Yield0.1%

$43.9BAssets$211M

3–1DCOR wins

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

Yields: CSD, DCOR

0.93%highest, DCOR

FundTrailing yieldYield$10k

DCOR0.93%$93

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

CSD$13 − $66 = −$53

KeptFee

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

Return vs Bumpiness: 2 ETFs

+30.1%CSD, at 25.5% volatility

DCORWorst drop−8.3%12.9% 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 Two

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$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%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026