Compare · 2 funds side by side · dividends reinvested

ESGU and DCOR

ESGUiShares×DCORDimensional×

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,147ESGU · best of the two

02 / 04

ESGU 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%0.89%+15.9%+17.4%+23.6%[…]−8.3%12.2%$45.0B1.4

iShares ESG Aware MSCI USA ETFUS Stock Styles · Large cap0.15%0.92%+13.3%+12.9%+23.9%+11.4%−9.3%13.2%$17.8B1.5

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

End-of-day Nov 4, 2026 · returns include dividends · since: ESGU 2016 · DCOR 2005

Head to Head

Swap sides Versus in desk

Head to Head

iShares ESG Aware MSCI USA ETF · $17.8B$17,147

ESGU

DCOR

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

$10,000 five years ago, dividends reinvested · they hold 63.1% in common

ESGUMeasureDCOR

+13.3%Year to dateJan 1 → Nov 4+15.9%

+12.9%1 yearTotal return+17.4%

+23.9%3 years · per year$10,000 became $19,025 · $18,904+23.6%

+11.4%5 years · per year$10,000 became $17,147 · […][…]

0.15%Expense ratio$15 · $17 a year on $10k · lower is better0.17%

0.92%Trailing 12-mo yield$92 · $89 a year on $10k0.89%

−9.3%Worst dropSmaller is better−8.3%

13.2%VolatilityLower is calmer12.2%

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

3–4DCOR wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

ESGU vs DCOR: Top 5 Holdings

Today

ESGU

27.0%in top 5

DCOR

in top 520.2%

ESGUStockDCOR

7.4%AAPL5.8%

7.3%NVDA5.7%

5.7%MSFT4.4%

3.6%AMZN2.7%

2.9%GOOGnot top 5

not top 5META1.7%

Held in common63.1%

End-of-day Nov 4, 2026 · share of each fund

ESGU vs DCOR Returns, Every Period

iSharesESGU

+12.9%

past year

DCORDimensional

+17.4%

past year

ESGUDCORFaded: behind in that period

1–2DCOR wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

ESGU vs DCOR

YTD

iSharesESGU

+13.3%

DCORDimensional

+15.9%

+13.3%Year to date+15.9%

−9.3%Worst drop · 1Y−8.3%

13.2%Volatility · 1Y12.2%

0.9%Yield0.9%

$17.8BAssets$45.0B

3–0DCOR wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: ESGU, DCOR

Today

0.15%lowest, ESGU

FundExpense ratioFee$10k

ESGU0.15%$15

DCOR0.17%$17

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: ESGU, DCOR

0.92%highest, ESGU

FundTrailing yieldYield$10k

ESGU0.92%$92

DCOR0.89%$89

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$77most kept, ESGU

ESGU$92 − $15 = $77

DCOR$89 − $17 = $72

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: ESGU, DCOR

Today

63.1%most shared, ESGU and DCOR

ESGUDCOR

ESGU—63.1%

DCOR63.1%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+17.4%DCOR, at 12.2% volatility

DCORWorst drop−8.3%12.2% vol

ESGUWorst drop−9.3%13.2% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

ESGUDCOR

+13.3%Year to date+15.9%

0.9%Yield0.9%

+12.9%Past year+17.4%

0.15%Fee0.17%

2–1DCOR wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026