Compare · 3 funds side by side · dividends reinvested

DEMZ, DCOR and IWF

02 / 04

Search ETFs and stocks

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,398DEMZ · best of the three

Story of the three · IncomeMost incomeDCOR · 0.90% · $90 a year on $10k

Story of the three · RiskSmallest drop

DEMZ, DCOR and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

U.S. Core Equity 1 Portfolio ETF Class SharesUS Stock Styles · Large cap0.17%0.90%+15.0%+16.2%+21.5%[…]−8.3%13.0%$45.3B1.1

Democratic Large Cap Core ETFUS Stock Styles · Large cap0.45%0.86%+13.8%+14.2%+22.7%+11.9%−12.3%15.5%$69M1.9

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.37%−1.2%−2.8%+19.8%+9.8%−14.6%19.6%$119B2.8

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

End-of-day Nov 12, 2026 · returns include dividends · since: DEMZ 2020 · DCOR 2005 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Democratic Large Cap Core ETF · $69M$17,398

DEMZ

DCOR

U.S. Core Equity 1 Portfolio ETF Class Shares · $45.3B[…]

$10,000 five years ago, dividends reinvested · they hold 21.3% in common

DEMZ

More Ways to See the Pairs

DEMZ vs DCOR: Top 5 Holdings

Today

DEMZ

23.8%in top 5

DCOR

in top 519.9%

DEMZStockDCOR

5.1%AAPL6.1%

5.2%MSFT4.5%

4.8%Lnot top 5

4.7%COSTnot top 5

not top 5NVDA

Cost, Income and Risk

Fees: DEMZ, DCOR, IWF

Today

0.17%lowest, DCOR

FundExpense ratioFee$10k

DCOR0.17%$17

IWF0.18%$18

DEMZ0.45%$45

End-of-day Nov 12, 2026 · fee on $10,000 a year

Yields: DEMZ, DCOR, IWF

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+5.1%

SCHGSchwab

+5.9%

+5.1%Year to date+5.9%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$61.0B

1–1level

End-of-day Nov 12, 2026

SCHD vs VIG

YTD

SchwabSCHD

+34.6%

VIGVanguard

+16.0%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.1%

JEPIJ.P. Morgan

+8.6%

Measure

DCOR

+13.8%Year to dateJan 1 → Nov 12+15.0%

+14.2%1 yearTotal return+16.2%

+22.7%3 years · per year$10,000 became $18,477 · $17,950+21.5%

+11.9%5 years · per year$10,000 became $17,536 · […][…]

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

0.86%Trailing 12-mo yield$86 · $90 a year on $10k0.90%

−12.3%Worst dropSmaller is better−8.3%

15.5%VolatilityLower is calmer13.0%

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

1–6DCOR wins

End-of-day Nov 12, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

4.6%

4.1%NDSNnot top 5

not top 5AMZN2.9%

not top 5META1.8%

Held in common21.3%

End-of-day Nov 12, 2026 · share of each fund

DEMZ vs DCOR Returns, Every Period

1Y

RAMDEMZ

+14.2%

past year

DCORDimensional

+16.2%

past year

DEMZDCORFaded: behind in that period

1–2DCOR wins

End-of-day Nov 12, 2026 · dividends in · faded = behind in that period

DEMZ vs DCOR

YTD

RAMDEMZ

+13.8%

DCORDimensional

+15.0%

+13.8%Year to date+15.0%

−12.3%Worst drop · 1Y−8.3%

15.5%Volatility · 1Y13.0%

0.9%Yield0.9%

$69.2MAssets$45.3B

3–0DCOR wins

End-of-day Nov 12, 2026 · smaller drop and lower volatility win

1Y

0.90%highest, DCOR

FundTrailing yieldYield$10k

DCOR0.90%$90

DEMZ0.86%$86

IWF0.37%$37

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

Income After Fees on $10,000

1Y

$73most kept, DCOR

DCOR$90 − $17 = $73

DEMZ$86 − $45 = $41

IWF$37 − $18 = $19

KeptFee

End-of-day Nov 12, 2026 · yield in dollars minus the fee

Overlap: DEMZ, DCOR, IWF

Today

42.7%most shared, DCOR and IWF

DEMZDCORIWF

DEMZ—21.3%30.2%

DCOR21.3%—42.7%

IWF30.2%42.7%—

End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+16.2%DCOR, at 13.0% volatility

DCORWorst drop−8.3%13.0% vol

DEMZWorst drop−12.3%15.5% vol

IWFWorst drop−14.6%19.6% vol

End-of-day Nov 12, 2026 · up and left is better

Paid More vs Made More

YTD

DCORDEMZ

+15.0%Year to date+13.8%

0.9%Yield0.9%

+16.2%Past year+14.2%

0.17%Fee0.45%

3–0DCOR wins

End-of-day Nov 12, 2026

+34.6%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 12, 2026

+8.1%Year to date+8.6%

12.2%Yield7.8%

$41.8BAssets$46.8B

1–1level

End-of-day Nov 12, 2026

Loading…

DEMZ, DCOR and IWF

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three