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

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

DCOR

DEMZ

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

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

DCORMeasureDEMZ

+14.2%Year to dateJan 1 → Nov 3+11.6%

+15.7%1 yearTotal return+11.3%

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

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

0.17%Expense ratio$17 · $45 a year on $10k · lower is better0.45%

0.91%Trailing 12-mo yield$91 · $87 a year on $10k0.87%

−8.3%Worst dropSmaller is better−12.3%

12.2%VolatilityLower is calmer14.7%

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

6–1DCOR wins

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

More Ways to See the Pairs

DCOR vs DEMZ: Top 5 Holdings

Today

DCOR

20.0%in top 5

DEMZ

in top 524.1%

DCORStockDEMZ

5.9%AAPL5.0%

5.5%NVDA4.6%

4.3%MSFT5.1%

not top 5L4.8%

not top 5COST4.6%

2.6%AMZNnot top 5

1.7%METAnot top 5

Held in common21.5%

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

DCOR vs DEMZ Returns, Every Period

DimensionalDCOR

+15.7%

past year

DEMZRAM

+11.3%

past year

DCORDEMZFaded: behind in that period

2–1DCOR wins

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

DCOR vs DEMZ

YTD

DimensionalDCOR

+14.2%

DEMZRAM

+11.6%

+14.2%Year to date+11.6%

−8.3%Worst drop · 1Y−12.3%

12.2%Volatility · 1Y14.7%

0.9%Yield0.9%

$45.0BAssets$67.8M

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