Compare · 3 funds side by side · dividends reinvested

DCOR, CPII and IWF

DCORDimensional×CPIIAmerican Beacon×IWFiShares×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$15,330IWF · best of the three

02 / 04

DCOR, CPII 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

American Beacon Ionic Inflation Protection ETFUS Stock Styles · Large cap0.70%4.15%+3.8%+3.4%+3.0%[…]−2.2%3.6%$11M1.9

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.39%−6.5%−7.6%+19.5%+8.9%−14.6%19.3%$121B2.5

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: DCOR 2005 · CPII 2022 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

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

DCOR

CPII

American Beacon Ionic Inflation Protection ETF · $11M[…]

$10,000 five years ago, dividends reinvested

DCORMeasureCPII

+11.3%Year to dateJan 1 → Nov 5+3.8%

+13.9%1 yearTotal return+3.4%

+21.7%3 years · per year$10,000 became $18,033 · $10,916+3.0%

[…]5 years · per year[…]

0.17%Expense ratio$17 · $70 a year on $10k · lower is better0.70%

0.93%Trailing 12-mo yield$93 · $415 a year on $10k4.15%

−8.3%Worst dropSmaller is better−2.2%

12.9%VolatilityLower is calmer3.6%

DCORCPII 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 CPII: Top 5 Holdings

Today

DCOR

20.5%in top 5

CPII

in top 5[…]

DCORStockCPII

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 common[…]

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

DCOR vs CPII Returns, Every Period

DimensionalDCOR

+13.9%

past year

CPIIAmerican Beacon

+3.4%

past year

DCORCPIIFaded: behind in that period

3–0DCOR wins

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

DCOR vs CPII

YTD

DimensionalDCOR

+11.3%

CPIIAmerican Beacon

+3.8%

+11.3%Year to date+3.8%

−8.3%Worst drop · 1Y−2.2%

12.9%Volatility · 1Y3.6%

0.9%Yield4.1%

$45.6BAssets$11.4M

3–1CPII wins

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

Cost, Income and Risk

Fees: DCOR, CPII, IWF

Today

0.17%lowest, DCOR

FundExpense ratioFee$10k

DCOR0.17%$17

IWF0.18%$18

CPII0.70%$70

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

Yields: DCOR, CPII, IWF

4.15%highest, CPII

FundTrailing yieldYield$10k

CPII4.15%$415

DCOR0.93%$93

IWF0.39%$39

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

Income After Fees on $10,000

$345most kept, CPII

CPII$415 − $70 = $345

DCOR$93 − $17 = $76

IWF$39 − $18 = $21

KeptFee

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

Overlap: DCOR, CPII, IWF

Today

43.1%most shared, DCOR and IWF

DCORCPIIIWF

DCOR—[…]43.1%

CPII[…]—[…]

IWF43.1%[…]—

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

Return vs Bumpiness: 3 ETFs

+13.9%DCOR, at 12.9% volatility

CPIIWorst drop−2.2%3.6% vol

DCORWorst drop−8.3%12.9% vol

IWFWorst drop−14.6%19.3% vol

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

Paid More vs Made More

YTD

CPIIDCOR

+3.8%Year to date+11.3%

4.1%Yield0.9%

+3.4%Past year+13.9%

0.70%Fee0.17%

3–1DCOR wins

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