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$14,165SIZE · 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%0.93%+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%$441M1.5

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

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

Head to Head

Swap sides Versus in desk

Head to Head

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

SIZE

DCOR

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

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

SIZEMeasureDCOR

+11.1%Year to dateJan 1 → Nov 5+11.3%

+13.6%1 yearTotal return+13.9%

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

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

0.15%Expense ratio$15 · $17 a year on $10k · lower is better0.17%

1.39%Trailing 12-mo yield$139 · $93 a year on $10k0.93%

−8.0%Worst dropSmaller is better−8.3%

13.2%VolatilityLower is calmer12.9%

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

3–4DCOR wins

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

More Ways to See the Pairs

SIZE vs DCOR: Top 5 Holdings

Today

SIZE

2.0%in top 5

DCOR

in top 520.5%

SIZEStockDCOR

not top 5AAPL6.0%

not top 5NVDA5.4%

not top 5MSFT4.6%

not top 5AMZN2.8%

not top 5META1.7%

0.4%OKTAnot top 5

0.4%SNnot top 5

0.4%TEAMnot top 5

0.4%KMBnot top 5

0.4%NTRAnot top 5

Held in common42.8%

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

SIZE vs DCOR Returns, Every Period

iSharesSIZE

+13.6%

past year

DCORDimensional

+13.9%

past year

SIZEDCORFaded: behind in that period

0–3DCOR wins

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

SIZE vs DCOR

YTD

iSharesSIZE

+11.1%

DCORDimensional

+11.3%

+11.1%Year to date+11.3%

−8.0%Worst drop · 1Y−8.3%

13.2%Volatility · 1Y12.9%

1.4%Yield0.9%

$441MAssets$45.6B

2–2level

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

Yields: DCOR, SIZE

1.39%highest, SIZE

FundTrailing yieldYield$10k

SIZE1.39%$139

DCOR0.93%$93

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

KeptFee

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

Overlap: DCOR, SIZE

Today

42.8%most shared, DCOR and SIZE

DCORSIZE

DCOR—42.8%

SIZE42.8%—

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

Return vs Bumpiness: 2 ETFs

+13.9%DCOR, at 12.9% volatility

DCORWorst drop−8.3%12.9% vol

SIZEWorst drop−8.0%13.2% 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 Two

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

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026