Compare · 2 funds side by side · dividends reinvested

DCOR and CSM

DCORDimensional×CSMProShares×

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,681CSM · best of the two

02 / 04

DCOR and CSM, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

U.S. Core Equity 1 Portfolio ETF Class SharesUS Stock Styles · Large cap0.17%0.89%+15.9%+17.4%+23.6%[…]−8.3%12.2%$45.6B1.3

ProShares - Large Cap Core PlusUS Stock Styles · Large cap0.45%1.04%+11.2%+13.3%+24.3%+12.1%−9.4%12.6%$521M1.6

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

End-of-day Nov 4, 2026 · returns include dividends · since: DCOR 2005 · CSM 2009

Head to Head

Swap sides Versus in desk

Head to Head

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

DCOR

CSM

ProShares - Large Cap Core Plus · $521M$17,681

$10,000 five years ago, dividends reinvested · they hold 53.8% in common

DCORMeasureCSM

+15.9%Year to dateJan 1 → Nov 4+11.2%

+17.4%1 yearTotal return+13.3%

+23.6%3 years · per year$10,000 became $18,904 · $19,199+24.3%

[…]5 years · per year$10,000 became […] · $17,681+12.1%

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

0.89%Trailing 12-mo yield$89 · $104 a year on $10k1.04%

−8.3%Worst dropSmaller is better−9.4%

12.2%VolatilityLower is calmer12.6%

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

5–2DCOR wins

End-of-day Nov 4, 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

20.2%in top 5

CSM

in top 519.6%

DCORStockCSM

5.8%AAPL4.8%

5.7%NVDA5.1%

4.4%MSFT3.8%

not top 5IQMM3.1%

2.7%AMZN2.7%

1.7%METAnot top 5

Held in common53.8%

End-of-day Nov 4, 2026 · share of each fund

DCOR vs CSM Returns, Every Period

DimensionalDCOR

+17.4%

past year

CSMProShares

+13.3%

past year

DCORCSMFaded: behind in that period

2–1DCOR wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

DCOR vs CSM

YTD

DimensionalDCOR

+15.9%

CSMProShares

+11.2%

+15.9%Year to date+11.2%

−8.3%Worst drop · 1Y−9.4%

12.2%Volatility · 1Y12.6%

0.9%Yield1.0%

$45.6BAssets$521M

3–1DCOR wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: DCOR, CSM

Today

0.17%lowest, DCOR

FundExpense ratioFee$10k

DCOR0.17%$17

CSM0.45%$45

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: DCOR, CSM

1.04%highest, CSM

FundTrailing yieldYield$10k

CSM1.04%$104

DCOR0.89%$89

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$72most kept, DCOR

DCOR$89 − $17 = $72

CSM$104 − $45 = $59

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: DCOR, CSM

Today

53.8%most shared, DCOR and CSM

DCORCSM

DCOR—53.8%

CSM53.8%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+17.4%DCOR, at 12.2% volatility

DCORWorst drop−8.3%12.2% vol

CSMWorst drop−9.4%12.6% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

CSMDCOR

+11.2%Year to date+15.9%

1.0%Yield0.9%

+13.3%Past year+17.4%

0.45%Fee0.17%

3–1DCOR wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026