Compare · 3 funds side by side · dividends reinvested

DCOR, DIA and IWF

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$15,590DIA · best of the three

02 / 04

DCOR, DIA and IWF, 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

State Street SPDR Dow Jones Industrial Average ETF TrustUS Stock Styles · Large cap0.16%1.40%+7.8%+9.9%+17.3%+9.3%−9.8%13.4%$45.9B1.8

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.39%−5.3%−6.5%+19.4%+9.1%−14.6%19.4%$113B2.8

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 · DIA 1998 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

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

DCOR

DIA

State Street SPDR Dow Jones Industrial Average ETF Trust · $45.9B$15,590

$10,000 five years ago, dividends reinvested · they hold 26.3% in common

DCORMeasureDIA

+11.5%Year to dateJan 1 → Nov 6+7.8%

+13.4%1 yearTotal return+9.9%

+21.5%3 years · per year$10,000 became $17,935 · $16,149+17.3%

[…]5 years · per year$10,000 became […] · $15,590+9.3%

0.17%Expense ratio$17 · $16 a year on $10k · lower is better0.16%

0.93%Trailing 12-mo yield$93 · $140 a year on $10k1.40%

−8.3%Worst dropSmaller is better−9.8%

12.8%VolatilityLower is calmer13.4%

DCORDIA 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 DIA: Top 5 Holdings

Today

DCOR

20.4%in top 5

DIA

in top 532.7%

DCORStockDIA

not top 5GS10.0%

not top 5CAT6.4%

4.6%MSFT6.2%

6.1%AAPLnot top 5

not top 5AMGN5.3%

5.1%NVDAnot top 5

not top 5V4.9%

2.9%AMZNnot top 5

1.7%METAnot top 5

Held in common26.3%

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

DCOR vs DIA Returns, Every Period

DimensionalDCOR

+13.4%

past year

DIASPDR

+9.9%

past year

DCORDIAFaded: behind in that period

3–0DCOR wins

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

DCOR vs DIA

YTD

DimensionalDCOR

+11.5%

DIASPDR

+7.8%

+11.5%Year to date+7.8%

−8.3%Worst drop · 1Y−9.8%

12.8%Volatility · 1Y13.4%

0.9%Yield1.4%

$43.9BAssets$45.9B

3–1DCOR wins

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

Cost, Income and Risk

Fees: DCOR, DIA, IWF

Today

0.16%lowest, DIA

FundExpense ratioFee$10k

DIA0.16%$16

DCOR0.17%$17

IWF0.18%$18

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

Yields: DCOR, DIA, IWF

1.40%highest, DIA

FundTrailing yieldYield$10k

DIA1.40%$140

DCOR0.93%$93

IWF0.39%$39

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

Income After Fees on $10,000

$124most kept, DIA

DIA$140 − $16 = $124

DCOR$93 − $17 = $76

IWF$39 − $18 = $21

KeptFee

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

Overlap: DCOR, DIA, IWF

Today

42.6%most shared, DCOR and IWF

DCORDIAIWF

DCOR—26.3%42.6%

DIA26.3%—21.7%

IWF42.6%21.7%—

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

DIAWorst drop−9.8%13.4% vol

IWFWorst drop−14.6%19.4% vol

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

Paid More vs Made More

YTD

DIADCOR

+7.8%Year to date+11.5%

1.4%Yield0.9%

+9.9%Past year+13.4%

0.16%Fee0.17%

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$59.1B

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