Compare · 2 funds side by side · dividends reinvested

CSM and DCOR

CSMProShares×DCORDimensional×

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,292CSM · best of the two

02 / 04

CSM 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%0.91%+14.2%+15.7%+23.5%[…]−8.3%12.2%$45.0B1.3

ProShares - Large Cap Core PlusUS Stock Styles · Large cap0.45%1.06%+9.4%+11.4%+24.1%+11.6%−9.4%12.5%$512M1.6

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

End-of-day Nov 3, 2026 · returns include dividends · since: CSM 2009 · DCOR 2005

Head to Head

Swap sides Versus in desk

Head to Head

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

DCOR

CSM

ProShares - Large Cap Core Plus · $512M$17,292

$10,000 five years ago, dividends reinvested · they hold 53.7% in common

DCORMeasureCSM

+14.2%Year to dateJan 1 → Nov 3+9.4%

+15.7%1 yearTotal return+11.4%

+23.5%3 years · per year$10,000 became $18,840 · $19,103+24.1%

[…]5 years · per year$10,000 became […] · $17,292+11.6%

0.17%Expense ratio$17 · $45 a year on $10k · lower is better0.45%

0.91%Trailing 12-mo yield$91 · $106 a year on $10k1.06%

−8.3%Worst dropSmaller is better−9.4%

12.2%VolatilityLower is calmer12.5%

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

5–2DCOR wins

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

More Ways to See the Pairs

DCOR vs CSM: Top 5 Holdings

Today

DCOR

20.0%in top 5

CSM

in top 519.5%

DCORStockCSM

5.9%AAPL4.9%

5.5%NVDA5.0%

4.3%MSFT3.7%

not top 5IQMM3.1%

2.6%AMZN2.7%

1.7%METAnot top 5

Held in common53.7%

End-of-day Nov 3, 2026 · share of each fund

DCOR vs CSM Returns, Every Period

DimensionalDCOR

+15.7%

past year

CSMProShares

+11.4%

past year

DCORCSMFaded: behind in that period

2–1DCOR wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

DCOR vs CSM

YTD

DimensionalDCOR

+14.2%

CSMProShares

+9.4%

+14.2%Year to date+9.4%

−8.3%Worst drop · 1Y−9.4%

12.2%Volatility · 1Y12.5%

0.9%Yield1.1%

$45.0BAssets$512M

3–1DCOR wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: CSM, DCOR

Today

0.17%lowest, DCOR

FundExpense ratioFee$10k

DCOR0.17%$17

CSM0.45%$45

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: CSM, DCOR

1.06%highest, CSM

FundTrailing yieldYield$10k

CSM1.06%$106

DCOR0.91%$91

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$74most kept, DCOR

DCOR$91 − $17 = $74

CSM$106 − $45 = $61

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: CSM, DCOR

Today

53.7%most shared, CSM and DCOR

CSMDCOR

CSM—53.7%

DCOR53.7%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+15.7%DCOR, at 12.2% volatility

DCORWorst drop−8.3%12.2% vol

CSMWorst drop−9.4%12.5% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

CSMDCOR

+9.4%Year to date+14.2%

1.1%Yield0.9%

+11.4%Past year+15.7%

0.45%Fee0.17%

3–1DCOR wins

End-of-day Nov 3, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026