Compare · 3 funds side by side · dividends reinvested

DCOR, CSM and VUG

DCORDimensional×CSMProShares×VUGVanguard×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,787CSM · best of the three

02 / 04

DCOR, CSM 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%$43.9B1.6

ProShares - Large Cap Core PlusUS Stock Styles · Large cap0.45%1.08%+6.7%+9.1%+21.9%+10.9%−9.4%13.2%$499M1.9

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.42%+1.4%+0.2%+22.6%+10.0%−15.1%19.0%$233B2.4

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

End-of-day Nov 6, 2026 · returns include dividends · since: DCOR 2005 · CSM 2009 · 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

CSM

ProShares - Large Cap Core Plus · $499M$16,787

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

DCORMeasureCSM

+11.5%Year to dateJan 1 → Nov 6+6.7%

+13.4%1 yearTotal return+9.1%

+21.5%3 years · per year$10,000 became $17,935 · $18,102+21.9%

[…]5 years · per year$10,000 became […] · $16,787+10.9%

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

0.93%Trailing 12-mo yield$93 · $108 a year on $10k1.08%

−8.3%Worst dropSmaller is better−9.4%

12.8%VolatilityLower is calmer13.2%

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

5–2DCOR 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 CSM: Top 5 Holdings

Today

DCOR

20.4%in top 5

CSM

in top 519.9%

DCORStockCSM

6.1%AAPL5.1%

5.1%NVDA4.6%

4.6%MSFT4.0%

not top 5IQMM3.2%

2.9%AMZN2.9%

1.7%METAnot top 5

Held in common53.8%

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

DCOR vs CSM Returns, Every Period

DimensionalDCOR

+13.4%

past year

CSMProShares

+9.1%

past year

DCORCSMFaded: behind in that period

2–1DCOR wins

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

DCOR vs CSM

YTD

DimensionalDCOR

+11.5%

CSMProShares

+6.7%

+11.5%Year to date+6.7%

−8.3%Worst drop · 1Y−9.4%

12.8%Volatility · 1Y13.2%

0.9%Yield1.1%

$43.9BAssets$499M

3–1DCOR wins

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

Cost, Income and Risk

Fees: DCOR, CSM, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

DCOR0.17%$17

CSM0.45%$45

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

Yields: DCOR, CSM, VUG

1.08%highest, CSM

FundTrailing yieldYield$10k

CSM1.08%$108

DCOR0.93%$93

VUG0.42%$42

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

Income After Fees on $10,000

$76most kept, DCOR

DCOR$93 − $17 = $76

CSM$108 − $45 = $63

VUG$42 − $3 = $39

KeptFee

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

Overlap: DCOR, CSM, VUG

Today

53.8%most shared, DCOR and CSM

DCORCSMVUG

DCOR—53.8%38.1%

CSM53.8%—34.5%

VUG38.1%34.5%—

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

Return vs Bumpiness: 3 ETFs

+13.4%DCOR, at 12.8% volatility

DCORWorst drop−8.3%12.8% vol

CSMWorst drop−9.4%13.2% vol

VUGWorst drop−15.1%19.0% vol

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

Paid More vs Made More

YTD

CSMDCOR

+6.7%Year to date+11.5%

1.1%Yield0.9%

+9.1%Past year+13.4%

0.45%Fee0.17%

3–1DCOR wins

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%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026