Compare · 2 funds side by side · dividends reinvested

DCOR and SMMD

DCORDimensional×SMMDiShares×

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$13,594SMMD · best of the two

02 / 04

DCOR and SMMD, 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%+11.5%+13.4%+21.5%[…]−8.3%12.8%$43.9B1.4

iShares Russell 2500 ETFUS Stock Styles · Large cap0.23%1.17%+14.5%+16.9%+19.8%+6.3%−9.7%17.0%$4.1B1.5

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

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

Head to Head

Swap sides Versus in desk

Head to Head

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

SMMD

DCOR

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

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

SMMDMeasureDCOR

+14.5%Year to dateJan 1 → Nov 6+11.5%

+16.9%1 yearTotal return+13.4%

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

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

0.23%Expense ratio$23 · $17 a year on $10k · lower is better0.17%

1.17%Trailing 12-mo yield$117 · $93 a year on $10k0.93%

−9.7%Worst dropSmaller is better−8.3%

17.0%VolatilityLower is calmer12.8%

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

3–4DCOR wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

SMMD vs DCOR: Top 5 Holdings

Today

SMMD

1.6%in top 5

DCOR

in top 520.4%

SMMDStockDCOR

not top 5AAPL6.1%

not top 5NVDA5.1%

not top 5MSFT4.6%

not top 5AMZN2.9%

not top 5META1.7%

0.3%USFDnot top 5

0.3%THCnot top 5

0.3%ATInot top 5

0.3%RGLDnot top 5

0.3%VTRSnot top 5

Held in common16.8%

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

SMMD vs DCOR Returns, Every Period

iSharesSMMD

+16.9%

past year

DCORDimensional

+13.4%

past year

SMMDDCORFaded: behind in that period

2–1SMMD wins

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

SMMD vs DCOR

YTD

iSharesSMMD

+14.5%

DCORDimensional

+11.5%

+14.5%Year to date+11.5%

−9.7%Worst drop · 1Y−8.3%

17.0%Volatility · 1Y12.8%

1.2%Yield0.9%

$4.1BAssets$43.9B

2–2level

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

Cost, Income and Risk

Fees: DCOR, SMMD

Today

0.17%lowest, DCOR

FundExpense ratioFee$10k

DCOR0.17%$17

SMMD0.23%$23

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

Yields: DCOR, SMMD

1.17%highest, SMMD

FundTrailing yieldYield$10k

SMMD1.17%$117

DCOR0.93%$93

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

Income After Fees on $10,000

$94most kept, SMMD

SMMD$117 − $23 = $94

DCOR$93 − $17 = $76

KeptFee

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

Overlap: DCOR, SMMD

Today

16.8%most shared, DCOR and SMMD

DCORSMMD

DCOR—16.8%

SMMD16.8%—

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

Return vs Bumpiness: 2 ETFs

+16.9%SMMD, at 17.0% volatility

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

SMMDDCOR

+14.5%Year to date+11.5%

1.2%Yield0.9%

+16.9%Past year+13.4%

0.23%Fee0.17%

3–1SMMD wins

End-of-day Nov 6, 2026

Popular Pairs Near These Two

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

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026