Compare · 3 funds side by side · dividends reinvested

DCOR, IJR and VO

DCORDimensional×IJRiShares×VOVanguard×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$13,590VO · best of the three

02 / 04

DCOR, IJR and VO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Mid-Cap ETFUS Stock Styles · Mid cap0.03%1.39%+10.6%+11.6%+18.6%+6.3%−8.2%12.9%$103B1.8

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%$43.9B2.0

iShares Core S&P Small-Cap ETFUS Stock Styles · Small cap0.06%1.24%+15.5%+17.6%+17.3%+5.7%−9.7%16.2%$104B2.1

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 · IJR 2000 · VO 2004

Head to Head

Swap sides Versus in desk

Head to Head

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

DCOR

IJR

iShares Core S&P Small-Cap ETF · $104B$13,170

$10,000 five years ago, dividends reinvested · they hold 4.5% in common

DCORMeasureIJR

+11.5%Year to dateJan 1 → Nov 6+15.5%

+13.4%1 yearTotal return+17.6%

+21.5%3 years · per year$10,000 became $17,935 · $16,147+17.3%

[…]5 years · per year$10,000 became […] · $13,170+5.7%

0.17%Expense ratio$17 · $6 a year on $10k · lower is better0.06%

0.93%Trailing 12-mo yield$93 · $124 a year on $10k1.24%

−8.3%Worst dropSmaller is better−9.7%

12.8%VolatilityLower is calmer16.2%

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

3–4IJR 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 IJR: Top 5 Holdings

Today

DCOR

20.4%in top 5

IJR

in top 52.6%

DCORStockIJR

6.1%AAPLnot top 5

5.1%NVDAnot top 5

4.6%MSFTnot top 5

2.9%AMZNnot top 5

1.7%METAnot top 5

not top 5PAYC0.6%

not top 5LTH0.5%

not top 5MTCH0.5%

not top 5RHP0.5%

not top 5PTGX0.5%

Held in common4.5%

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

DCOR vs IJR Returns, Every Period

DimensionalDCOR

+13.4%

past year

IJRiShares

+17.6%

past year

DCORIJRFaded: behind in that period

1–2IJR wins

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

DCOR vs VO

YTD

DimensionalDCOR

+11.5%

VOVanguard

+10.6%

+11.5%Year to date+10.6%

−8.3%Worst drop · 1Y−8.2%

12.8%Volatility · 1Y12.9%

0.9%Yield1.4%

$43.9BAssets$103B

2–2level

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

Cost, Income and Risk

Fees: DCOR, IJR, VO

Today

0.03%lowest, VO

FundExpense ratioFee$10k

VO0.03%$3

IJR0.06%$6

DCOR0.17%$17

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

Yields: DCOR, IJR, VO

1.39%highest, VO

FundTrailing yieldYield$10k

VO1.39%$139

IJR1.24%$124

DCOR0.93%$93

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

Income After Fees on $10,000

$136most kept, VO

VO$139 − $3 = $136

IJR$124 − $6 = $118

DCOR$93 − $17 = $76

KeptFee

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

Overlap: DCOR, IJR, VO

Today

18.6%most shared, DCOR and VO

DCORIJRVO

DCOR—4.5%18.6%

IJR4.5%—0.0%

VO18.6%0.0%—

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

Return vs Bumpiness: 3 ETFs

+17.6%IJR, at 16.2% volatility

DCORWorst drop−8.3%12.8% vol

VOWorst drop−8.2%12.9% vol

IJRWorst drop−9.7%16.2% vol

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

Paid More vs Made More

YTD

VOIJR

+10.6%Year to date+15.5%

1.4%Yield1.2%

+11.6%Past year+17.6%

0.03%Fee0.06%

2–2level

End-of-day Nov 6, 2026

Popular Pairs Near These Three

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