Compare · 3 funds side by side · dividends reinvested

CSM, DCOR and IWF

CSMProShares×DCORDimensional×IWFiShares×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,122CSM · best of the three

02 / 04

CSM, 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%0.91%+14.1%+17.3%+21.6%[…]−8.3%13.0%$45.0B1.3

ProShares - Large Cap Core PlusUS Stock Styles · Large cap0.45%1.06%+9.1%+13.1%+22.2%+11.4%−9.4%13.3%$508M1.8

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.38%−2.5%−2.2%+19.8%+9.7%−14.6%19.5%$118B2.8

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

End-of-day Nov 9, 2026 · returns include dividends · since: CSM 2009 · DCOR 2005 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

ProShares - Large Cap Core Plus · $508M$17,122

CSM

DCOR

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

$10,000 five years ago, dividends reinvested · they hold 53.9% in common

CSMMeasureDCOR

+9.1%Year to dateJan 1 → Nov 9+14.1%

+13.1%1 yearTotal return+17.3%

+22.2%3 years · per year$10,000 became $18,244 · $17,978+21.6%

+11.4%5 years · per year$10,000 became $17,122 · […][…]

0.45%Expense ratio$45 · $17 a year on $10k · lower is better0.17%

1.06%Trailing 12-mo yield$106 · $91 a year on $10k0.91%

−9.4%Worst dropSmaller is better−8.3%

13.3%VolatilityLower is calmer13.0%

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

2–5DCOR wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

CSM vs DCOR: Top 5 Holdings

Today

CSM

19.9%in top 5

DCOR

in top 520.5%

CSMStockDCOR

5.1%AAPL6.1%

4.7%NVDA5.2%

4.0%MSFT4.6%

3.2%IQMMnot top 5

2.9%AMZN2.8%

not top 5META1.7%

Held in common53.9%

End-of-day Nov 9, 2026 · share of each fund

CSM vs DCOR Returns, Every Period

ProSharesCSM

+13.1%

past year

DCORDimensional

+17.3%

past year

CSMDCORFaded: behind in that period

1–2DCOR wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

CSM vs DCOR

YTD

ProSharesCSM

+9.1%

DCORDimensional

+14.1%

+9.1%Year to date+14.1%

−9.4%Worst drop · 1Y−8.3%

13.3%Volatility · 1Y13.0%

1.1%Yield0.9%

$508MAssets$45.0B

3–1DCOR wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: CSM, DCOR, IWF

Today

0.17%lowest, DCOR

FundExpense ratioFee$10k

DCOR0.17%$17

IWF0.18%$18

CSM0.45%$45

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: CSM, DCOR, IWF

1.06%highest, CSM

FundTrailing yieldYield$10k

CSM1.06%$106

DCOR0.91%$91

IWF0.38%$38

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$74most kept, DCOR

DCOR$91 − $17 = $74

CSM$106 − $45 = $61

IWF$38 − $18 = $20

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: CSM, DCOR, IWF

Today

53.9%most shared, CSM and DCOR

CSMDCORIWF

CSM—53.9%35.7%

DCOR53.9%—42.8%

IWF35.7%42.8%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+17.3%DCOR, at 13.0% volatility

DCORWorst drop−8.3%13.0% vol

CSMWorst drop−9.4%13.3% vol

IWFWorst drop−14.6%19.5% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

CSMDCOR

+9.1%Year to date+14.1%

1.1%Yield0.9%

+13.1%Past year+17.3%

0.45%Fee0.17%

3–1DCOR wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

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

$233BAssets$61.4B

1–1level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026