Compare · 3 funds side by side · dividends reinvested

DCOR, CSD and IWF

DCORDimensional×CSDInvesco×IWFiShares×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$20,191CSD · best of the three

02 / 04

DCOR, CSD 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%$45.0B1.4

Invesco S&P Spin-Off ETFUS Stock Styles · Large cap0.66%0.12%+30.4%+37.4%+33.4%+15.1%−17.6%25.7%$204M2.0

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.38%−2.5%−2.2%+19.8%+9.7%−14.6%19.5%$118B2.4

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: DCOR 2005 · CSD 2006 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

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

DCOR

CSD

Invesco S&P Spin-Off ETF · $204M$20,191

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

DCORMeasureCSD

+14.1%Year to dateJan 1 → Nov 9+30.4%

+17.3%1 yearTotal return+37.4%

+21.6%3 years · per year$10,000 became $17,978 · $23,737+33.4%

[…]5 years · per year$10,000 became […] · $20,191+15.1%

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

0.91%Trailing 12-mo yield$91 · $12 a year on $10k0.12%

−8.3%Worst dropSmaller is better−17.6%

13.0%VolatilityLower is calmer25.7%

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

4–3DCOR wins

End-of-day Nov 9, 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 538.0%

DCORStockCSD

not top 5GEHC9.8%

not top 5HONA7.7%

not top 5VYLR7.4%

not top 5Q7.0%

6.1%AAPLnot top 5

not top 5GEV6.0%

5.2%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 9, 2026 · share of each fund

DCOR vs CSD Returns, Every Period

DimensionalDCOR

+17.3%

past year

CSDInvesco

+37.4%

past year

DCORCSDFaded: behind in that period

0–3CSD wins

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

DCOR vs IWF

YTD

DimensionalDCOR

+14.1%

IWFiShares

−2.5%

+14.1%Year to date−2.5%

−8.3%Worst drop · 1Y−14.6%

13.0%Volatility · 1Y19.5%

0.9%Yield0.4%

$45.0BAssets$118B

4–0DCOR wins

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

Cost, Income and Risk

Fees: DCOR, CSD, IWF

Today

0.17%lowest, DCOR

FundExpense ratioFee$10k

DCOR0.17%$17

IWF0.18%$18

CSD0.66%$66

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

Yields: DCOR, CSD, IWF

0.91%highest, DCOR

FundTrailing yieldYield$10k

DCOR0.91%$91

IWF0.38%$38

CSD0.12%$12

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

Income After Fees on $10,000

$74most kept, DCOR

DCOR$91 − $17 = $74

IWF$38 − $18 = $20

CSD$12 − $66 = −$54

KeptFee

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

Overlap: DCOR, CSD, IWF

Today

42.8%most shared, DCOR and IWF

DCORCSDIWF

DCOR—0.8%42.8%

CSD0.8%—1.1%

IWF42.8%1.1%—

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

Return vs Bumpiness: 3 ETFs

+37.4%CSD, at 25.7% volatility

DCORWorst drop−8.3%13.0% vol

IWFWorst drop−14.6%19.5% vol

CSDWorst drop−17.6%25.7% vol

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

Paid More vs Made More

YTD

DCORCSD

+14.1%Year to date+30.4%

0.9%Yield0.1%

+17.3%Past year+37.4%

0.17%Fee0.66%

2–2level

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