Compare · 2 funds side by side · dividends reinvested

DCOR and DEMZ

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,912DEMZ · best of the two

02 / 04

DCOR and DEMZ, 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%$45.6B1.1

Democratic Large Cap Core ETFUS Stock Styles · Large cap0.45%0.86%+13.8%+13.7%+24.7%+12.4%−12.3%14.8%$69M1.8

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 · DEMZ 2020

Head to Head

Swap sides Versus in desk

Head to Head

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

DCOR

DEMZ

Democratic Large Cap Core ETF · $69M$17,912

$10,000 five years ago, dividends reinvested · they hold 21.6% in common

DCORMeasureDEMZ

+15.9%Year to dateJan 1 → Nov 4+13.8%

+17.4%1 yearTotal return+13.7%

+23.6%3 years · per year$10,000 became $18,904 · $19,377+24.7%

[…]5 years · per year$10,000 became […] · $17,912+12.4%

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

0.89%Trailing 12-mo yield$89 · $86 a year on $10k0.86%

−8.3%Worst dropSmaller is better−12.3%

12.2%VolatilityLower is calmer14.8%

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

6–1DCOR 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 DEMZ: Top 5 Holdings

Today

DCOR

20.2%in top 5

DEMZ

in top 524.0%

DCORStockDEMZ

5.8%AAPL4.9%

5.7%NVDA4.7%

4.4%MSFT5.2%

not top 5L4.8%

not top 5COST4.5%

2.7%AMZNnot top 5

1.7%METAnot top 5

Held in common21.6%

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

DCOR vs DEMZ Returns, Every Period

DimensionalDCOR

+17.4%

past year

DEMZRAM

+13.7%

past year

DCORDEMZFaded: behind in that period

2–1DCOR wins

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

DCOR vs DEMZ

YTD

DimensionalDCOR

+15.9%

DEMZRAM

+13.8%

+15.9%Year to date+13.8%

−8.3%Worst drop · 1Y−12.3%

12.2%Volatility · 1Y14.8%

0.9%Yield0.9%

$45.6BAssets$69.2M

3–0DCOR wins

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

Cost, Income and Risk

Fees: DCOR, DEMZ

Today

0.17%lowest, DCOR

FundExpense ratioFee$10k

DCOR0.17%$17

DEMZ0.45%$45

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

Yields: DCOR, DEMZ

0.89%highest, DCOR

FundTrailing yieldYield$10k

DCOR0.89%$89

DEMZ0.86%$86

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

Income After Fees on $10,000

$72most kept, DCOR

DCOR$89 − $17 = $72

DEMZ$86 − $45 = $41

KeptFee

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

Overlap: DCOR, DEMZ

Today

21.6%most shared, DCOR and DEMZ

DCORDEMZ

DCOR—21.6%

DEMZ21.6%—

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

DEMZWorst drop−12.3%14.8% vol

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

Paid More vs Made More

YTD

DCORDEMZ

+15.9%Year to date+13.8%

0.9%Yield0.9%

+17.4%Past year+13.7%

0.17%Fee0.45%

3–0DCOR 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