Compare · 3 funds side by side · dividends reinvested

DCOR, SIZE and IWF

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$15,330IWF · best of the three

02 / 04

DCOR, SIZE 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%+11.3%+13.9%+21.7%[…]−8.3%12.9%$45.6B1.4

iShares MSCI USA Size Factor ETFUS Stock Styles · Large cap0.15%1.39%+11.1%+13.6%+18.4%+7.2%−8.0%13.2%$441M1.8

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.39%−6.5%−7.6%+19.5%+8.9%−14.6%19.3%$121B2.6

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

End-of-day Nov 5, 2026 · returns include dividends · since: DCOR 2005 · SIZE 2013 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

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

DCOR

SIZE

iShares MSCI USA Size Factor ETF · $441M$14,165

$10,000 five years ago, dividends reinvested · they hold 42.8% in common

DCORMeasureSIZE

+11.3%Year to dateJan 1 → Nov 5+11.1%

+13.9%1 yearTotal return+13.6%

+21.7%3 years · per year$10,000 became $18,033 · $16,580+18.4%

[…]5 years · per year$10,000 became […] · $14,165+7.2%

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

0.93%Trailing 12-mo yield$93 · $139 a year on $10k1.39%

−8.3%Worst dropSmaller is better−8.0%

12.9%VolatilityLower is calmer13.2%

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

4–3DCOR wins

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

More Ways to See the Pairs

DCOR vs SIZE: Top 5 Holdings

Today

DCOR

20.5%in top 5

SIZE

in top 52.0%

DCORStockSIZE

6.0%AAPLnot top 5

5.4%NVDAnot top 5

4.6%MSFTnot top 5

2.8%AMZNnot top 5

1.7%METAnot top 5

not top 5OKTA0.4%

not top 5SN0.4%

not top 5TEAM0.4%

not top 5KMB0.4%

not top 5NTRA0.4%

Held in common42.8%

End-of-day Nov 5, 2026 · share of each fund

DCOR vs SIZE Returns, Every Period

DimensionalDCOR

+13.9%

past year

SIZEiShares

+13.6%

past year

DCORSIZEFaded: behind in that period

3–0DCOR wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

DCOR vs SIZE

YTD

DimensionalDCOR

+11.3%

SIZEiShares

+11.1%

+11.3%Year to date+11.1%

−8.3%Worst drop · 1Y−8.0%

12.9%Volatility · 1Y13.2%

0.9%Yield1.4%

$45.6BAssets$441M

2–2level

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: DCOR, SIZE, IWF

Today

0.15%lowest, SIZE

FundExpense ratioFee$10k

SIZE0.15%$15

DCOR0.17%$17

IWF0.18%$18

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: DCOR, SIZE, IWF

1.39%highest, SIZE

FundTrailing yieldYield$10k

SIZE1.39%$139

DCOR0.93%$93

IWF0.39%$39

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$124most kept, SIZE

SIZE$139 − $15 = $124

DCOR$93 − $17 = $76

IWF$39 − $18 = $21

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: DCOR, SIZE, IWF

Today

43.1%most shared, DCOR and IWF

DCORSIZEIWF

DCOR—42.8%43.1%

SIZE42.8%—20.9%

IWF43.1%20.9%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+13.9%DCOR, at 12.9% volatility

DCORWorst drop−8.3%12.9% vol

SIZEWorst drop−8.0%13.2% vol

IWFWorst drop−14.6%19.3% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

SIZEDCOR

+11.1%Year to date+11.3%

1.4%Yield0.9%

+13.6%Past year+13.9%

0.15%Fee0.17%

2–2level

End-of-day Nov 5, 2026

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+0.5%

SCHGSchwab

+0.9%

+0.5%Year to date+0.9%

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

$233BAssets$62.5B

1–1level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026