Compare · 2 funds side by side · dividends reinvested

DCOR and IUS

DCORDimensional×IUSInvesco×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$20,206IUS · best of the two

02 / 04

DCOR and IUS, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Invesco RAFI Strategic US ETFUS Stock Styles · Large cap0.19%1.20%+26.5%+29.5%+24.8%+15.1%−6.1%10.4%$1.0B1.1

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%$45.6B1.9

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 · IUS 2018

Head to Head

Swap sides Versus in desk

Head to Head

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

DCOR

IUS

Invesco RAFI Strategic US ETF · $1.0B$20,206

$10,000 five years ago, dividends reinvested · they hold 62.1% in common

DCORMeasureIUS

+15.9%Year to dateJan 1 → Nov 4+26.5%

+17.4%1 yearTotal return+29.5%

+23.6%3 years · per year$10,000 became $18,904 · $19,448+24.8%

[…]5 years · per year$10,000 became […] · $20,206+15.1%

0.17%Expense ratio$17 · $19 a year on $10k · lower is better0.19%

0.89%Trailing 12-mo yield$89 · $120 a year on $10k1.20%

−8.3%Worst dropSmaller is better−6.1%

12.2%VolatilityLower is calmer10.4%

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

1–6IUS 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 IUS: Top 5 Holdings

Today

DCOR

20.2%in top 5

IUS

in top 516.5%

DCORStockIUS

5.8%AAPL4.2%

5.7%NVDAnot top 5

4.4%MSFT4.1%

not top 5BRK-B2.9%

not top 5GOOGL2.8%

2.7%AMZN2.6%

1.7%METAnot top 5

Held in common62.1%

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

DCOR vs IUS Returns, Every Period

DimensionalDCOR

+17.4%

past year

IUSInvesco

+29.5%

past year

DCORIUSFaded: behind in that period

0–3IUS wins

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

DCOR vs IUS

YTD

DimensionalDCOR

+15.9%

IUSInvesco

+26.5%

+15.9%Year to date+26.5%

−8.3%Worst drop · 1Y−6.1%

12.2%Volatility · 1Y10.4%

0.9%Yield1.2%

$45.6BAssets$1.0B

4–0IUS wins

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

Cost, Income and Risk

Fees: DCOR, IUS

Today

0.17%lowest, DCOR

FundExpense ratioFee$10k

DCOR0.17%$17

IUS0.19%$19

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

Yields: DCOR, IUS

1.20%highest, IUS

FundTrailing yieldYield$10k

IUS1.20%$120

DCOR0.89%$89

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

Income After Fees on $10,000

$101most kept, IUS

IUS$120 − $19 = $101

DCOR$89 − $17 = $72

KeptFee

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

Overlap: DCOR, IUS

Today

62.1%most shared, DCOR and IUS

DCORIUS

DCOR—62.1%

IUS62.1%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+29.5%IUS, at 10.4% volatility

IUSWorst drop−6.1%10.4% vol

DCORWorst drop−8.3%12.2% vol

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

Paid More vs Made More

YTD

IUSDCOR

+26.5%Year to date+15.9%

1.2%Yield0.9%

+29.5%Past year+17.4%

0.19%Fee0.17%

3–1IUS 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