Compare · 3 funds side by side · dividends reinvested

DCOR, IWB and VUG

DCORDimensional×IWBiShares×VUGVanguard×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,924IWB · best of the three

02 / 04

DCOR, IWB and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

U.S. Core Equity 1 Portfolio ETF Class SharesUS Stock Styles · Large cap0.17%0.91%+14.1%+17.3%+21.6%[…]−8.3%13.0%$45.0B1.7

iShares Russell 1000 ETFUS Stock Styles · Large cap0.15%0.93%+11.2%+13.5%+21.8%+11.1%−8.9%13.8%$47.8B1.8

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+4.2%+4.7%+22.9%+10.6%−15.1%19.1%$233B2.4

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 9, 2026 · returns include dividends · since: DCOR 2005 · IWB 2000 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

U.S. Core Equity 1 Portfolio ETF Class Shares · $45.0B[…]

DCOR

IWB

iShares Russell 1000 ETF · $47.8B$16,924

$10,000 five years ago, dividends reinvested · they hold 78.7% in common

DCORMeasureIWB

+14.1%Year to dateJan 1 → Nov 9+11.2%

+17.3%1 yearTotal return+13.5%

+21.6%3 years · per year$10,000 became $17,978 · $18,056+21.8%

[…]5 years · per year$10,000 became […] · $16,924+11.1%

0.17%Expense ratio$17 · $15 a year on $10k · lower is better0.15%

0.91%Trailing 12-mo yield$91 · $93 a year on $10k0.93%

−8.3%Worst dropSmaller is better−8.9%

13.0%VolatilityLower is calmer13.8%

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

4–3DCOR wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

DCOR vs IWB: Top 5 Holdings

Today

DCOR

20.5%in top 5

IWB

in top 525.6%

DCORStockIWB

6.1%AAPL7.3%

5.2%NVDA6.4%

4.6%MSFT5.8%

2.8%AMZN3.7%

not top 5GOOGL2.4%

1.7%METAnot top 5

Held in common78.7%

End-of-day Nov 9, 2026 · share of each fund

DCOR vs IWB Returns, Every Period

DimensionalDCOR

+17.3%

past year

IWBiShares

+13.5%

past year

DCORIWBFaded: behind in that period

2–1DCOR wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

DCOR vs IWB

YTD

DimensionalDCOR

+14.1%

IWBiShares

+11.2%

+14.1%Year to date+11.2%

−8.3%Worst drop · 1Y−8.9%

13.0%Volatility · 1Y13.8%

0.9%Yield0.9%

$45.0BAssets$47.8B

3–0DCOR wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: DCOR, IWB, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

IWB0.15%$15

DCOR0.17%$17

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: DCOR, IWB, VUG

0.93%highest, IWB

FundTrailing yieldYield$10k

IWB0.93%$93

DCOR0.91%$91

VUG0.41%$41

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$78most kept, IWB

IWB$93 − $15 = $78

DCOR$91 − $17 = $74

VUG$41 − $3 = $38

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: DCOR, IWB, VUG

Today

78.7%most shared, DCOR and IWB

DCORIWBVUG

DCOR—78.7%38.3%

IWB78.7%—51.7%

VUG38.3%51.7%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+17.3%DCOR, at 13.0% volatility

DCORWorst drop−8.3%13.0% vol

IWBWorst drop−8.9%13.8% vol

VUGWorst drop−15.1%19.1% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

IWBDCOR

+11.2%Year to date+14.1%

0.9%Yield0.9%

+13.5%Past year+17.3%

0.15%Fee0.17%

2–1DCOR wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$61.4B

1–1level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026