Compare · 3 funds side by side · dividends reinvested

DCOR, SIMS and IWF

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$15,505IWF · best of the three

Story of the three · IncomeMost incomeDCOR · 0.91% · $91 a year on $10k

Story of the three · RiskSmallest drop

DCOR, SIMS 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%0.91%+14.1%+14.8%+21.2%[…]−8.3%13.0%$45.0B1.0

State Street SPDR S&P Kensho Intelligent Structures ETFUS Stock Styles · Large cap0.45%0.57%+5.8%−1.5%+14.7%−0.9%−13.3%22.7%$8M2.4

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.38%−2.6%−3.9%+18.6%+9.2%−14.6%19.6%$118B2.4

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

End-of-day Nov 13, 2026 · returns include dividends · since: DCOR 2005 · SIMS 2017 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

5Y

State Street SPDR S&P Kensho Intelligent Structures ETF · $8M$9,549

SIMS

IWF

iShares Russell 1000 Growth ETF · $118B$15,505

$10,000 five years ago, dividends reinvested · they hold 3.0% in common

SIMS

More Ways to See the Pairs

SIMS vs IWF: Top 5 Holdings

Today

SIMS

18.5%in top 5

IWF

in top 538.2%

SIMSStockIWF

not top 5NVDA12.8%

not top 5AAPL8.8%

not top 5MSFT6.1%

not top 5GOOGL5.4%

not top 5AVGO

Cost, Income and Risk

Fees: DCOR, SIMS, IWF

Today

0.17%lowest, DCOR

FundExpense ratioFee$10k

DCOR0.17%$17

IWF0.18%$18

SIMS0.45%$45

End-of-day Nov 13, 2026 · fee on $10,000 a year

Yields: DCOR, SIMS, IWF

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+3.9%

SCHGSchwab

+4.7%

+3.9%Year to date+4.7%

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

$233BAssets$61.4B

1–1level

End-of-day Nov 13, 2026

SCHD vs VIG

YTD

SchwabSCHD

+34.9%

VIGVanguard

+16.0%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.7%

JEPIJ.P. Morgan

+8.2%

Measure

IWF

+5.8%Year to dateJan 1 → Nov 13−2.6%

−1.5%1 yearTotal return−3.9%

+14.7%3 years · per year$10,000 became $15,075 · $16,699+18.6%

−0.9%5 years · per year$10,000 became $9,549 · $15,505+9.2%

0.45%Expense ratio$45 · $18 a year on $10k · lower is better0.18%

0.57%Trailing 12-mo yield$57 · $38 a year on $10k0.38%

−13.3%Worst dropSmaller is better−14.6%

22.7%VolatilityLower is calmer19.6%

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

4–4Level

End-of-day Nov 13, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

5.1%

3.9%ADTnot top 5

3.8%VLTOnot top 5

3.8%ALRMnot top 5

3.7%TTEKnot top 5

3.3%ITRInot top 5

Held in common3.0%

End-of-day Nov 13, 2026 · share of each fund

SIMS vs IWF Returns, Every Period

5Y

SPDRSIMS

−0.9%

5 years, per year

IWFiShares

+9.2%

5 years, per year

SIMSIWFFaded: behind in that period

2–2Level

End-of-day Nov 13, 2026 · dividends in · faded = behind in that period

SIMS vs DCOR

YTD

SPDRSIMS

+5.8%

DCORDimensional

+14.1%

+5.8%Year to date+14.1%

−13.3%Worst drop · 1Y−8.3%

22.7%Volatility · 1Y13.0%

0.6%Yield0.9%

$8.0MAssets$45.0B

4–0DCOR wins

End-of-day Nov 13, 2026 · smaller drop and lower volatility win

1Y

0.91%highest, DCOR

FundTrailing yieldYield$10k

DCOR0.91%$91

SIMS0.57%$57

IWF0.38%$38

End-of-day Nov 13, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$74most kept, DCOR

DCOR$91 − $17 = $74

IWF$38 − $18 = $20

SIMS$57 − $45 = $12

KeptFee

End-of-day Nov 13, 2026 · yield in dollars minus the fee

Overlap: DCOR, SIMS, IWF

Today

42.9%most shared, DCOR and IWF

DCORSIMSIWF

DCOR—1.9%42.9%

SIMS1.9%—3.0%

IWF42.9%3.0%—

End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+14.8%DCOR, at 13.0% volatility

DCORWorst drop−8.3%13.0% vol

IWFWorst drop−14.6%19.6% vol

SIMSWorst drop−13.3%22.7% vol

End-of-day Nov 13, 2026 · up and left is better

Paid More vs Made More

YTD

DCORSIMS

+14.1%Year to date+5.8%

0.9%Yield0.6%

+14.8%Past year−1.5%

0.17%Fee0.45%

4–0DCOR wins

End-of-day Nov 13, 2026

+34.9%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$109B

2–0SCHD wins

End-of-day Nov 13, 2026

+6.7%Year to date+8.2%

12.4%Yield7.9%

$42.5BAssets$47.1B

1–1level

End-of-day Nov 13, 2026

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DCOR, SIMS and IWF

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three