Compare · 2 funds side by side · dividends reinvested

DEMZ and DCOR

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,372DEMZ · best of the two

02 / 04

DEMZ and DCOR, 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%+14.2%+15.7%+23.5%[…]−8.3%12.2%$45.0B1.1

Democratic Large Cap Core ETFUS Stock Styles · Large cap0.45%0.87%+11.6%+11.3%+24.4%+11.7%−12.3%14.7%$68M1.8

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

End-of-day Nov 3, 2026 · returns include dividends · since: DEMZ 2020 · DCOR 2005

Head to Head

Swap sides Versus in desk

Head to Head

Democratic Large Cap Core ETF · $68M$17,372

DEMZ

DCOR

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

$10,000 five years ago, dividends reinvested · they hold 21.5% in common

DEMZMeasureDCOR

+11.6%Year to dateJan 1 → Nov 3+14.2%

+11.3%1 yearTotal return+15.7%

+24.4%3 years · per year$10,000 became $19,240 · $18,840+23.5%

+11.7%5 years · per year$10,000 became $17,372 · […][…]

0.45%Expense ratio$45 · $17 a year on $10k · lower is better0.17%

0.87%Trailing 12-mo yield$87 · $91 a year on $10k0.91%

−12.3%Worst dropSmaller is better−8.3%

14.7%VolatilityLower is calmer12.2%

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

1–6DCOR wins

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

More Ways to See the Pairs

DEMZ vs DCOR: Top 5 Holdings

Today

DEMZ

24.1%in top 5

DCOR

in top 520.0%

DEMZStockDCOR

5.0%AAPL5.9%

4.6%NVDA5.5%

5.1%MSFT4.3%

4.8%Lnot top 5

4.6%COSTnot top 5

not top 5AMZN2.6%

not top 5META1.7%

Held in common21.5%

End-of-day Nov 3, 2026 · share of each fund

DEMZ vs DCOR Returns, Every Period

RAMDEMZ

+11.3%

past year

DCORDimensional

+15.7%

past year

DEMZDCORFaded: behind in that period

1–2DCOR wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

DEMZ vs DCOR

YTD

RAMDEMZ

+11.6%

DCORDimensional

+14.2%

+11.6%Year to date+14.2%

−12.3%Worst drop · 1Y−8.3%

14.7%Volatility · 1Y12.2%

0.9%Yield0.9%

$67.8MAssets$45.0B

3–0DCOR wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: DEMZ, DCOR

Today

0.17%lowest, DCOR

FundExpense ratioFee$10k

DCOR0.17%$17

DEMZ0.45%$45

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: DEMZ, DCOR

0.91%highest, DCOR

FundTrailing yieldYield$10k

DCOR0.91%$91

DEMZ0.87%$87

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$74most kept, DCOR

DCOR$91 − $17 = $74

DEMZ$87 − $45 = $42

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: DEMZ, DCOR

Today

21.5%most shared, DEMZ and DCOR

DEMZDCOR

DEMZ—21.5%

DCOR21.5%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+15.7%DCOR, at 12.2% volatility

DCORWorst drop−8.3%12.2% vol

DEMZWorst drop−12.3%14.7% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

DCORDEMZ

+14.2%Year to date+11.6%

0.9%Yield0.9%

+15.7%Past year+11.3%

0.17%Fee0.45%

3–0DCOR wins

End-of-day Nov 3, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026