Compare · 3 funds side by side · dividends reinvested

DCOR, CSD and VUG

DCORDimensional×CSDInvesco×VUGVanguard×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$19,674CSD · best of the three

02 / 04

DCOR, CSD and VUG, 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%+11.5%+13.4%+21.5%[…]−8.3%12.8%$43.9B1.7

Invesco S&P Spin-Off ETFUS Stock Styles · Large cap0.66%0.13%+25.2%+29.3%+32.7%+14.5%−17.6%25.4%$204M2.0

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.42%+1.4%+0.2%+22.6%+10.0%−15.1%19.0%$233B2.1

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

End-of-day Nov 6, 2026 · returns include dividends · since: DCOR 2005 · CSD 2006 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

U.S. Core Equity 1 Portfolio ETF Class Shares · $43.9B[…]

DCOR

CSD

Invesco S&P Spin-Off ETF · $204M$19,674

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

DCORMeasureCSD

+11.5%Year to dateJan 1 → Nov 6+25.2%

+13.4%1 yearTotal return+29.3%

+21.5%3 years · per year$10,000 became $17,935 · $23,371+32.7%

[…]5 years · per year$10,000 became […] · $19,674+14.5%

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

0.93%Trailing 12-mo yield$93 · $13 a year on $10k0.13%

−8.3%Worst dropSmaller is better−17.6%

12.8%VolatilityLower is calmer25.4%

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

4–3DCOR wins

End-of-day Nov 6, 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

20.4%in top 5

CSD

in top 537.9%

DCORStockCSD

not top 5GEHC10.2%

not top 5HONA7.7%

not top 5VYLR7.4%

not top 5Q6.6%

6.1%AAPLnot top 5

not top 5GEV6.1%

5.1%NVDAnot top 5

4.6%MSFTnot top 5

2.9%AMZNnot top 5

1.7%METAnot top 5

Held in common0.8%

End-of-day Nov 6, 2026 · share of each fund

DCOR vs CSD Returns, Every Period

DimensionalDCOR

+13.4%

past year

CSDInvesco

+29.3%

past year

DCORCSDFaded: behind in that period

0–3CSD wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

DCOR vs VUG

YTD

DimensionalDCOR

+11.5%

VUGVanguard

+1.4%

+11.5%Year to date+1.4%

−8.3%Worst drop · 1Y−15.1%

12.8%Volatility · 1Y19.0%

0.9%Yield0.4%

$43.9BAssets$233B

4–0DCOR wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: DCOR, CSD, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

DCOR0.17%$17

CSD0.66%$66

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: DCOR, CSD, VUG

0.93%highest, DCOR

FundTrailing yieldYield$10k

DCOR0.93%$93

VUG0.42%$42

CSD0.13%$13

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$76most kept, DCOR

DCOR$93 − $17 = $76

VUG$42 − $3 = $39

CSD$13 − $66 = −$53

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: DCOR, CSD, VUG

Today

38.1%most shared, DCOR and VUG

DCORCSDVUG

DCOR—0.8%38.1%

CSD0.8%—1.4%

VUG38.1%1.4%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+29.3%CSD, at 25.4% volatility

DCORWorst drop−8.3%12.8% vol

VUGWorst drop−15.1%19.0% vol

CSDWorst drop−17.6%25.4% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

DCORCSD

+11.5%Year to date+25.2%

0.9%Yield0.1%

+13.4%Past year+29.3%

0.17%Fee0.66%

2–2level

End-of-day Nov 6, 2026

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

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

$233BAssets$59.7B

1–1level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026