Compare · 3 funds side by side · dividends reinvested

DEMZ, DCOR and VUG

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,565DEMZ · best of the three

02 / 04

DEMZ, DCOR and VUG, 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%+14.1%+17.3%+21.6%[…]−8.3%13.0%$45.0B1.4

Democratic Large Cap Core ETFUS Stock Styles · Large cap0.45%0.86%+12.9%+15.3%+23.1%+11.9%−12.3%15.5%$67M1.9

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+4.2%+4.7%+22.9%+10.6%−15.1%19.1%$233B2.5

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

End-of-day Nov 9, 2026 · returns include dividends · since: DEMZ 2020 · DCOR 2005 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

Democratic Large Cap Core ETF · $67M$17,565

DEMZ

DCOR

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

$10,000 five years ago, dividends reinvested · they hold 21.8% in common

DEMZMeasureDCOR

+12.9%Year to dateJan 1 → Nov 9+14.1%

+15.3%1 yearTotal return+17.3%

+23.1%3 years · per year$10,000 became $18,674 · $17,978+21.6%

+11.9%5 years · per year$10,000 became $17,565 · […][…]

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

0.86%Trailing 12-mo yield$86 · $91 a year on $10k0.91%

−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 9, 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

24.3%in top 5

DCOR

in top 520.5%

DEMZStockDCOR

5.1%AAPL6.1%

5.4%MSFT4.6%

4.3%NVDA5.2%

4.8%Lnot top 5

4.7%COSTnot top 5

not top 5AMZN2.8%

not top 5META1.7%

Held in common21.8%

End-of-day Nov 9, 2026 · share of each fund

DEMZ vs DCOR Returns, Every Period

RAMDEMZ

+15.3%

past year

DCORDimensional

+17.3%

past year

DEMZDCORFaded: behind in that period

1–2DCOR wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

DEMZ vs DCOR

YTD

RAMDEMZ

+12.9%

DCORDimensional

+14.1%

+12.9%Year to date+14.1%

−12.3%Worst drop · 1Y−8.3%

15.5%Volatility · 1Y13.0%

0.9%Yield0.9%

$66.7MAssets$45.0B

3–0DCOR wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: DEMZ, DCOR, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

DCOR0.17%$17

DEMZ0.45%$45

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: DEMZ, DCOR, VUG

0.91%highest, DCOR

FundTrailing yieldYield$10k

DCOR0.91%$91

DEMZ0.86%$86

VUG0.41%$41

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$74most kept, DCOR

DCOR$91 − $17 = $74

DEMZ$86 − $45 = $41

VUG$41 − $3 = $38

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: DEMZ, DCOR, VUG

Today

38.3%most shared, DCOR and VUG

DEMZDCORVUG

DEMZ—21.8%30.9%

DCOR21.8%—38.3%

VUG30.9%38.3%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+17.3%DCOR, at 13.0% volatility

DCORWorst drop−8.3%13.0% vol

DEMZWorst drop−12.3%15.5% vol

VUGWorst drop−15.1%19.1% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

DCORDEMZ

+14.1%Year to date+12.9%

0.9%Yield0.9%

+17.3%Past year+15.3%

0.17%Fee0.45%

3–0DCOR wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

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

$233BAssets$61.4B

1–1level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026