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$16,787CSM · 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%0.93%+11.5%+13.4%+21.5%[…]−8.3%12.8%$43.9B1.3

ProShares - Large Cap Core PlusUS Stock Styles · Large cap0.45%1.08%+6.7%+9.1%+21.9%+10.9%−9.4%13.2%$499M1.6

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

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

Head to Head

Swap sides Versus in desk

Head to Head

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

CSM

DCOR

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

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

CSMMeasureDCOR

+6.7%Year to dateJan 1 → Nov 6+11.5%

+9.1%1 yearTotal return+13.4%

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

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

0.45%Expense ratio$45 · $17 a year on $10k · lower is better0.17%

1.08%Trailing 12-mo yield$108 · $93 a year on $10k0.93%

−9.4%Worst dropSmaller is better−8.3%

13.2%VolatilityLower is calmer12.8%

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

2–5DCOR wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

CSM vs DCOR: Top 5 Holdings

Today

CSM

19.9%in top 5

DCOR

in top 520.4%

CSMStockDCOR

5.1%AAPL6.1%

4.6%NVDA5.1%

4.0%MSFT4.6%

3.2%IQMMnot top 5

2.9%AMZN2.9%

not top 5META1.7%

Held in common53.8%

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

CSM vs DCOR Returns, Every Period

ProSharesCSM

+9.1%

past year

DCORDimensional

+13.4%

past year

CSMDCORFaded: behind in that period

1–2DCOR wins

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

CSM vs DCOR

YTD

ProSharesCSM

+6.7%

DCORDimensional

+11.5%

+6.7%Year to date+11.5%

−9.4%Worst drop · 1Y−8.3%

13.2%Volatility · 1Y12.8%

1.1%Yield0.9%

$499MAssets$43.9B

3–1DCOR wins

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

Yields: DCOR, CSM

1.08%highest, CSM

FundTrailing yieldYield$10k

CSM1.08%$108

DCOR0.93%$93

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

KeptFee

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

Return vs Bumpiness: 2 ETFs

+13.4%DCOR, at 12.8% volatility

DCORWorst drop−8.3%12.8% vol

CSMWorst drop−9.4%13.2% 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 Two

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

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026