Compare · 3 funds side by side · dividends reinvested

DCOR, SMMD and VTV

DCORDimensional×SMMDiShares×VTVVanguard×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,585VTV · best of the three

02 / 04

DCOR, SMMD and VTV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Value ETFUS Stock Styles · Value0.03%1.87%+18.5%+22.9%+20.9%+12.0%−6.4%10.7%$184B1.1

U.S. Core Equity 1 Portfolio ETF Class SharesUS Stock Styles · Large cap0.17%0.93%+11.5%+13.4%+21.5%[…]−8.3%12.8%$43.9B2.3

iShares Russell 2500 ETFUS Stock Styles · Large cap0.23%1.17%+14.5%+16.9%+19.8%+6.3%−9.7%17.0%$4.1B2.5

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

End-of-day Nov 6, 2026 · returns include dividends · since: DCOR 2005 · SMMD 2017 · VTV 2004

Head to Head

Swap sides Versus in desk

Head to Head

U.S. Core Equity 1 Portfolio ETF Class Shares · $43.9B[…]

DCOR

SMMD

iShares Russell 2500 ETF · $4.1B$13,594

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

DCORMeasureSMMD

+11.5%Year to dateJan 1 → Nov 6+14.5%

+13.4%1 yearTotal return+16.9%

+21.5%3 years · per year$10,000 became $17,935 · $17,204+19.8%

[…]5 years · per year$10,000 became […] · $13,594+6.3%

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

0.93%Trailing 12-mo yield$93 · $117 a year on $10k1.17%

−8.3%Worst dropSmaller is better−9.7%

12.8%VolatilityLower is calmer17.0%

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

4–3DCOR wins

End-of-day Nov 6, 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

20.4%in top 5

SMMD

in top 51.6%

DCORStockSMMD

6.1%AAPLnot top 5

5.1%NVDAnot top 5

4.6%MSFTnot top 5

2.9%AMZNnot top 5

1.7%METAnot top 5

not top 5USFD0.3%

not top 5THC0.3%

not top 5ATI0.3%

not top 5RGLD0.3%

not top 5VTRS0.3%

Held in common16.8%

End-of-day Nov 6, 2026 · share of each fund

DCOR vs SMMD Returns, Every Period

DimensionalDCOR

+13.4%

past year

SMMDiShares

+16.9%

past year

DCORSMMDFaded: behind in that period

1–2SMMD wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

DCOR vs VTV

YTD

DimensionalDCOR

+11.5%

VTVVanguard

+18.5%

+11.5%Year to date+18.5%

−8.3%Worst drop · 1Y−6.4%

12.8%Volatility · 1Y10.7%

0.9%Yield1.9%

$43.9BAssets$184B

4–0VTV wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: DCOR, SMMD, VTV

Today

0.03%lowest, VTV

FundExpense ratioFee$10k

VTV0.03%$3

DCOR0.17%$17

SMMD0.23%$23

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: DCOR, SMMD, VTV

1.87%highest, VTV

FundTrailing yieldYield$10k

VTV1.87%$187

SMMD1.17%$117

DCOR0.93%$93

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$184most kept, VTV

VTV$187 − $3 = $184

SMMD$117 − $23 = $94

DCOR$93 − $17 = $76

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: DCOR, SMMD, VTV

Today

41.9%most shared, DCOR and VTV

DCORSMMDVTV

DCOR—16.8%41.9%

SMMD16.8%—0.1%

VTV41.9%0.1%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+22.9%VTV, at 10.7% volatility

VTVWorst drop−6.4%10.7% vol

DCORWorst drop−8.3%12.8% vol

SMMDWorst drop−9.7%17.0% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

VTVSMMD

+18.5%Year to date+14.5%

1.9%Yield1.2%

+22.9%Past year+16.9%

0.03%Fee0.23%

4–0VTV wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

VTV vs SCHV

YTD

VanguardVTV

+18.5%

SCHVSchwab

+16.2%

+18.5%Year to date+16.2%

1.9%Yield1.8%

$184BAssets$15.4B

2–0VTV wins

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026