Compare · 2 funds side by side · dividends reinvested

DCOR and IWB

DCORDimensional×IWBiShares×

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,090IWB · best of the two

02 / 04

DCOR and IWB, 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%+14.2%+15.7%+23.5%[…]−8.3%12.2%$45.0B1.4

iShares Russell 1000 ETFUS Stock Styles · Large cap0.15%0.92%+11.3%+11.6%+23.8%+11.3%−8.9%12.8%$47.8B1.5

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 3, 2026 · returns include dividends · since: DCOR 2005 · IWB 2000

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$17,090

$10,000 five years ago, dividends reinvested · they hold 78.2% in common

DCORMeasureIWB

+14.2%Year to dateJan 1 → Nov 3+11.3%

+15.7%1 yearTotal return+11.6%

+23.5%3 years · per year$10,000 became $18,840 · $18,957+23.8%

[…]5 years · per year$10,000 became […] · $17,090+11.3%

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

0.91%Trailing 12-mo yield$91 · $92 a year on $10k0.92%

−8.3%Worst dropSmaller is better−8.9%

12.2%VolatilityLower is calmer12.8%

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

4–3DCOR wins

End-of-day Nov 3, 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

20.0%in top 5

IWB

in top 525.2%

DCORStockIWB

5.9%AAPL7.1%

5.5%NVDA6.8%

4.3%MSFT5.6%

2.6%AMZN3.3%

not top 5GOOGL2.3%

1.7%METAnot top 5

Held in common78.2%

End-of-day Nov 3, 2026 · share of each fund

DCOR vs IWB Returns, Every Period

DimensionalDCOR

+15.7%

past year

IWBiShares

+11.6%

past year

DCORIWBFaded: behind in that period

2–1DCOR wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

DCOR vs IWB

YTD

DimensionalDCOR

+14.2%

IWBiShares

+11.3%

+14.2%Year to date+11.3%

−8.3%Worst drop · 1Y−8.9%

12.2%Volatility · 1Y12.8%

0.9%Yield0.9%

$45.0BAssets$47.8B

3–0DCOR wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: DCOR, IWB

Today

0.15%lowest, IWB

FundExpense ratioFee$10k

IWB0.15%$15

DCOR0.17%$17

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: DCOR, IWB

0.92%highest, IWB

FundTrailing yieldYield$10k

IWB0.92%$92

DCOR0.91%$91

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$77most kept, IWB

IWB$92 − $15 = $77

DCOR$91 − $17 = $74

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: DCOR, IWB

Today

78.2%most shared, DCOR and IWB

DCORIWB

DCOR—78.2%

IWB78.2%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+15.7%DCOR, at 12.2% volatility

DCORWorst drop−8.3%12.2% vol

IWBWorst drop−8.9%12.8% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

IWBDCOR

+11.3%Year to date+14.2%

0.9%Yield0.9%

+11.6%Past year+15.7%

0.15%Fee0.17%

2–1DCOR wins

End-of-day Nov 3, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026