Compare · 3 funds side by side · dividends reinvested

DCOR, SCDS and IWF

DCORDimensional×SCDSJ.P. Morgan×IWFiShares×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$15,441IWF · best of the three

02 / 04

DCOR, SCDS 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%$43.9B1.4

JPMorgan Fundamental Data Science Small Core ETFUS Stock Styles · Large cap0.40%1.13%+18.7%+20.2%[…][…]−9.7%17.7%$10M1.7

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.39%−5.3%−6.5%+19.4%+9.1%−14.6%19.4%$113B2.5

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 · SCDS 2024 · 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

SCDS

JPMorgan Fundamental Data Science Small Core ETF · $10M[…]

$10,000 five years ago, dividends reinvested · they hold 2.3% in common

DCORMeasureSCDS

+11.5%Year to dateJan 1 → Nov 6+18.7%

+13.4%1 yearTotal return+20.2%

+21.5%3 years · per year$10,000 became $17,935 · […][…]

[…]5 years · per year[…]

0.17%Expense ratio$17 · $40 a year on $10k · lower is better0.40%

0.93%Trailing 12-mo yield$93 · $113 a year on $10k1.13%

−8.3%Worst dropSmaller is better−9.7%

12.8%VolatilityLower is calmer17.7%

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

3–3Level

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 SCDS: Top 5 Holdings

Today

DCOR

20.4%in top 5

SCDS

in top 55.0%

DCORStockSCDS

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 5RHP1.1%

not top 5LTH1.1%

not top 5WSFS1.0%

not top 5CHEF0.9%

not top 5CON0.9%

Held in common2.3%

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

DCOR vs SCDS Returns, Every Period

DimensionalDCOR

+13.4%

past year

SCDSJ.P. Morgan

+20.2%

past year

DCORSCDSFaded: behind in that period

0–2SCDS wins

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

DCOR vs SCDS

YTD

DimensionalDCOR

+11.5%

SCDSJ.P. Morgan

+18.7%

+11.5%Year to date+18.7%

−8.3%Worst drop · 1Y−9.7%

12.8%Volatility · 1Y17.7%

0.9%Yield1.1%

$43.9BAssets$9.6M

2–2level

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

Cost, Income and Risk

Fees: DCOR, SCDS, IWF

Today

0.17%lowest, DCOR

FundExpense ratioFee$10k

DCOR0.17%$17

IWF0.18%$18

SCDS0.40%$40

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

Yields: DCOR, SCDS, IWF

1.13%highest, SCDS

FundTrailing yieldYield$10k

SCDS1.13%$113

DCOR0.93%$93

IWF0.39%$39

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

Income After Fees on $10,000

$76most kept, DCOR

DCOR$93 − $17 = $76

SCDS$113 − $40 = $73

IWF$39 − $18 = $21

KeptFee

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

Overlap: DCOR, SCDS, IWF

Today

42.6%most shared, DCOR and IWF

DCORSCDSIWF

DCOR—2.3%42.6%

SCDS2.3%—0.8%

IWF42.6%0.8%—

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

Return vs Bumpiness: 3 ETFs

+20.2%SCDS, at 17.7% volatility

DCORWorst drop−8.3%12.8% vol

SCDSWorst drop−9.7%17.7% 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

SCDSDCOR

+18.7%Year to date+11.5%

1.1%Yield0.9%

+20.2%Past year+13.4%

0.40%Fee0.17%

3–1SCDS wins

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