Compare · 2 funds side by side · dividends reinvested

DCOR and SIZE

DCORDimensional×SIZEiShares×

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$14,800SIZE · best of the two

02 / 04

DCOR and SIZE, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

U.S. Core Equity 1 Portfolio ETF Class SharesUS Stock Styles · Large cap0.17%0.89%+15.9%+17.4%+23.6%[…]−8.3%12.2%$45.6B1.4

iShares MSCI USA Size Factor ETFUS Stock Styles · Large cap0.15%1.34%+14.9%+16.4%+20.0%+8.2%−8.0%12.7%$441M1.5

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

End-of-day Nov 4, 2026 · returns include dividends · since: DCOR 2005 · SIZE 2013

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$14,800

$10,000 five years ago, dividends reinvested · they hold 43.0% in common

DCORMeasureSIZE

+15.9%Year to dateJan 1 → Nov 4+14.9%

+17.4%1 yearTotal return+16.4%

+23.6%3 years · per year$10,000 became $18,904 · $17,299+20.0%

[…]5 years · per year$10,000 became […] · $14,800+8.2%

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

0.89%Trailing 12-mo yield$89 · $134 a year on $10k1.34%

−8.3%Worst dropSmaller is better−8.0%

12.2%VolatilityLower is calmer12.7%

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

4–3DCOR wins

End-of-day Nov 4, 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

20.2%in top 5

SIZE

in top 52.0%

DCORStockSIZE

5.8%AAPLnot top 5

5.7%NVDAnot top 5

4.4%MSFTnot top 5

2.7%AMZNnot top 5

1.7%METAnot top 5

not top 5OKTA0.4%

not top 5TEAM0.4%

not top 5SN0.4%

not top 5NTRA0.4%

not top 5KMB0.4%

Held in common43.0%

End-of-day Nov 4, 2026 · share of each fund

DCOR vs SIZE Returns, Every Period

DimensionalDCOR

+17.4%

past year

SIZEiShares

+16.4%

past year

DCORSIZEFaded: behind in that period

3–0DCOR wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

DCOR vs SIZE

YTD

DimensionalDCOR

+15.9%

SIZEiShares

+14.9%

+15.9%Year to date+14.9%

−8.3%Worst drop · 1Y−8.0%

12.2%Volatility · 1Y12.7%

0.9%Yield1.3%

$45.6BAssets$441M

2–2level

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: DCOR, SIZE

Today

0.15%lowest, SIZE

FundExpense ratioFee$10k

SIZE0.15%$15

DCOR0.17%$17

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: DCOR, SIZE

1.34%highest, SIZE

FundTrailing yieldYield$10k

SIZE1.34%$134

DCOR0.89%$89

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$119most kept, SIZE

SIZE$134 − $15 = $119

DCOR$89 − $17 = $72

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: DCOR, SIZE

Today

43.0%most shared, DCOR and SIZE

DCORSIZE

DCOR—43.0%

SIZE43.0%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+17.4%DCOR, at 12.2% volatility

DCORWorst drop−8.3%12.2% vol

SIZEWorst drop−8.0%12.7% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

SIZEDCOR

+14.9%Year to date+15.9%

1.3%Yield0.9%

+16.4%Past year+17.4%

0.15%Fee0.17%

2–2level

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026