Compare · 3 funds side by side · dividends reinvested

CSM, DCOR and IWF

CSMProShares×DCORDimensional×IWFiShares×

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,970CSM · best of the three

Story of the three · IncomeMost incomeCSM · 1.05% · $105 a year on $10k

Story of the three · RiskSmallest drop

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%0.90%+14.4%+15.3%+21.2%[…]−8.3%13.0%$45.3B1.3

ProShares - Large Cap Core PlusUS Stock Styles · Large cap0.45%1.05%+9.5%+11.3%+21.8%+11.2%−9.4%13.3%$506M1.8

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.37%−1.5%−3.0%+19.2%+9.4%−14.6%19.6%$119B2.8

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

End-of-day Nov 12, 2026 · returns include dividends · since: CSM 2009 · DCOR 2005 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

5Y

ProShares - Large Cap Core Plus · $506M$16,970

CSM

IWF

iShares Russell 1000 Growth ETF · $119B$15,697

$10,000 five years ago, dividends reinvested · they hold 35.9% in common

CSMMeasure

More Ways to See the Pairs

CSM vs IWF: Top 5 Holdings

Today

CSM

19.2%in top 5

IWF

in top 538.2%

CSMStockIWF

4.2%NVDA12.8%

5.1%AAPL8.8%

3.8%MSFT6.1%

not top 5GOOGL5.4%

not top 5AVGO

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 12, 2026 · fee on $10,000 a year

Yields: CSM, DCOR, IWF

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+4.9%

SCHGSchwab

+5.6%

+4.9%Year to date+5.6%

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

$233BAssets$61.0B

1–1level

End-of-day Nov 12, 2026

SCHD vs VIG

YTD

SchwabSCHD

+34.2%

VIGVanguard

+16.0%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.8%

JEPIJ.P. Morgan

+8.3%

IWF

+9.5%Year to dateJan 1 → Nov 12−1.5%

+11.3%1 yearTotal return−3.0%

+21.8%3 years · per year$10,000 became $18,053 · $16,957+19.2%

+11.2%5 years · per year$10,000 became $16,970 · $15,697+9.4%

0.45%Expense ratio$45 · $18 a year on $10k · lower is better0.18%

1.05%Trailing 12-mo yield$105 · $37 a year on $10k0.37%

−9.4%Worst dropSmaller is better−14.6%

13.3%VolatilityLower is calmer19.6%

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

7–1CSM wins

End-of-day Nov 12, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

5.1%

3.1%IQMMnot top 5

2.9%AMZNnot top 5

Held in common35.9%

End-of-day Nov 12, 2026 · share of each fund

CSM vs IWF Returns, Every Period

5Y

ProSharesCSM

+11.2%

5 years, per year

IWFiShares

+9.4%

5 years, per year

CSMIWFFaded: behind in that period

4–0CSM wins

End-of-day Nov 12, 2026 · dividends in · faded = behind in that period

CSM vs DCOR

YTD

ProSharesCSM

+9.5%

DCORDimensional

+14.4%

+9.5%Year to date+14.4%

−9.4%Worst drop · 1Y−8.3%

13.3%Volatility · 1Y13.0%

1.1%Yield0.9%

$506MAssets$45.3B

3–1DCOR wins

End-of-day Nov 12, 2026 · smaller drop and lower volatility win

1Y

1.05%highest, CSM

FundTrailing yieldYield$10k

CSM1.05%$105

DCOR0.90%$90

IWF0.37%$37

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

Income After Fees on $10,000

1Y

$73most kept, DCOR

DCOR$90 − $17 = $73

CSM$105 − $45 = $60

IWF$37 − $18 = $19

KeptFee

End-of-day Nov 12, 2026 · yield in dollars minus the fee

Overlap: CSM, DCOR, IWF

Today

53.9%most shared, CSM and DCOR

CSMDCORIWF

CSM—53.9%35.9%

DCOR53.9%—42.9%

IWF35.9%42.9%—

End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+15.3%DCOR, at 13.0% volatility

DCORWorst drop−8.3%13.0% vol

CSMWorst drop−9.4%13.3% vol

IWFWorst drop−14.6%19.6% vol

End-of-day Nov 12, 2026 · up and left is better

Paid More vs Made More

YTD

CSMDCOR

+9.5%Year to date+14.4%

1.1%Yield0.9%

+11.3%Past year+15.3%

0.45%Fee0.17%

3–1DCOR wins

End-of-day Nov 12, 2026

+34.2%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 12, 2026

+7.8%Year to date+8.3%

12.2%Yield7.9%

$41.8BAssets$46.8B

1–1level

End-of-day Nov 12, 2026

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CSM, DCOR and IWF

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three