Compare · 3 funds side by side · dividends reinvested

DCOR, SMMD and IJH

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$14,049IJH · best of the three

02 / 04

DCOR, SMMD and IJH, 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%+17.3%+21.6%[…]−8.3%13.0%$45.0B1.9

iShares Core S&P Mid-Cap ETFUS Stock Styles · Mid cap0.05%1.21%+13.6%+17.5%+16.9%+7.0%−8.8%15.8%$125B1.9

iShares Russell 2500 ETFUS Stock Styles · Large cap0.23%1.13%+18.0%+22.2%+20.1%+6.5%−9.7%17.2%$4.3B2.1

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

End-of-day Nov 9, 2026 · returns include dividends · since: DCOR 2005 · SMMD 2017 · IJH 2000

Head to Head

Swap sides Versus in desk

Head to Head

U.S. Core Equity 1 Portfolio ETF Class Shares · $45.0B[…]

DCOR

SMMD

iShares Russell 2500 ETF · $4.3B$13,719

$10,000 five years ago, dividends reinvested · they hold 16.8% in common

DCORMeasureSMMD

+14.1%Year to dateJan 1 → Nov 9+18.0%

+17.3%1 yearTotal return+22.2%

+21.6%3 years · per year$10,000 became $17,978 · $17,338+20.1%

[…]5 years · per year$10,000 became […] · $13,719+6.5%

0.17%Expense ratio$17 · $23 a year on $10k · lower is better0.23%

0.91%Trailing 12-mo yield$91 · $113 a year on $10k1.13%

−8.3%Worst dropSmaller is better−9.7%

13.0%VolatilityLower is calmer17.2%

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

4–3DCOR wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

DCOR vs SMMD: Top 5 Holdings

Today

DCOR

20.5%in top 5

SMMD

in top 51.6%

DCORStockSMMD

6.1%AAPLnot top 5

5.2%NVDAnot top 5

4.6%MSFTnot top 5

2.8%AMZNnot top 5

1.7%METAnot top 5

not top 5ATI0.3%

not top 5USFD0.3%

not top 5VTRS0.3%

not top 5RGLD0.3%

not top 5THC0.3%

Held in common16.8%

End-of-day Nov 9, 2026 · share of each fund

DCOR vs SMMD Returns, Every Period

DimensionalDCOR

+17.3%

past year

SMMDiShares

+22.2%

past year

DCORSMMDFaded: behind in that period

1–2SMMD wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

DCOR vs IJH

YTD

DimensionalDCOR

+14.1%

IJHiShares

+13.6%

+14.1%Year to date+13.6%

−8.3%Worst drop · 1Y−8.8%

13.0%Volatility · 1Y15.8%

0.9%Yield1.2%

$45.0BAssets$125B

3–1DCOR wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: DCOR, SMMD, IJH

Today

0.05%lowest, IJH

FundExpense ratioFee$10k

IJH0.05%$5

DCOR0.17%$17

SMMD0.23%$23

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: DCOR, SMMD, IJH

1.21%highest, IJH

FundTrailing yieldYield$10k

IJH1.21%$121

SMMD1.13%$113

DCOR0.91%$91

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$116most kept, IJH

IJH$121 − $5 = $116

SMMD$113 − $23 = $90

DCOR$91 − $17 = $74

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: DCOR, SMMD, IJH

Today

42.9%most shared, SMMD and IJH

DCORSMMDIJH

DCOR—16.8%9.3%

SMMD16.8%—42.9%

IJH9.3%42.9%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+22.2%SMMD, at 17.2% volatility

DCORWorst drop−8.3%13.0% vol

IJHWorst drop−8.8%15.8% vol

SMMDWorst drop−9.7%17.2% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

IJHSMMD

+13.6%Year to date+18.0%

1.2%Yield1.1%

+17.5%Past year+22.2%

0.05%Fee0.23%

2–2level

End-of-day Nov 9, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026