Compare · 2 funds side by side · dividends reinvested

DCOR and SPY

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,099SPY · best of the two

02 / 04

DCOR and SPY, 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

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.03%+8.3%+9.7%+22.0%+11.3%−8.9%13.6%$805B1.5

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 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

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

DCOR

SPY

State Street SPDR S&P 500 ETF · $805B$17,099

$10,000 five years ago, dividends reinvested · they hold 75.3% in common

DCORMeasureSPY

+11.3%Year to dateJan 1 → Nov 5+8.3%

+13.9%1 yearTotal return+9.7%

+21.7%3 years · per year$10,000 became $18,033 · $18,174+22.0%

[…]5 years · per year$10,000 became […] · $17,099+11.3%

0.17%Expense ratio$17 · $9 a year on $10k · lower is better0.09%

0.93%Trailing 12-mo yield$93 · $103 a year on $10k1.03%

−8.3%Worst dropSmaller is better−8.9%

12.9%VolatilityLower is calmer13.6%

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

4–3DCOR wins

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

More Ways to See the Pairs

DCOR vs SPY: Top 5 Holdings

Today

DCOR

20.5%in top 5

SPY

in top 527.7%

DCORStockSPY

6.0%AAPL7.7%

5.4%NVDA7.3%

4.6%MSFT6.2%

2.8%AMZN3.9%

not top 5GOOGL2.6%

1.7%METAnot top 5

Held in common75.3%

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

DCOR vs SPY Returns, Every Period

DimensionalDCOR

+13.9%

past year

SPYSPDR

+9.7%

past year

DCORSPYFaded: behind in that period

2–1DCOR wins

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

Stocks vs Core: DCOR vs SPY

YTD

DimensionalDCOR

+11.3%

SPYSPDR

+8.3%

+11.3%Year to date+8.3%

−8.3%Worst drop · 1Y−8.9%

12.9%Volatility · 1Y13.6%

0.9%Yield1.0%

$45.6BAssets$805B

3–1DCOR wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: DCOR, SPY

Today

0.09%lowest, SPY

FundExpense ratioFee$10k

SPY0.09%$9

DCOR0.17%$17

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

Yields: DCOR, SPY

1.03%highest, SPY

FundTrailing yieldYield$10k

SPY1.03%$103

DCOR0.93%$93

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$94most kept, SPY

SPY$103 − $9 = $94

DCOR$93 − $17 = $76

KeptFee

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

Overlap: DCOR, SPY

Today

75.3%most shared, DCOR and SPY

DCORSPY

DCOR—75.3%

SPY75.3%—

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

SPYWorst drop−8.9%13.6% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

SPYDCOR

+8.3%Year to date+11.3%

1.0%Yield0.9%

+9.7%Past year+13.9%

0.09%Fee0.17%

2–2level

End-of-day Nov 5, 2026

Popular Pairs Near These Two

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

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