Compare · 2 funds side by side · dividends reinvested

FCTR and DCOR

FCTRFirst Trust×DCORDimensional×

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$9,638FCTR · best of the two

02 / 04

FCTR 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%$45.0B1.0

First Trust Lunt U.S. Factor Rotation ETFUS Stock Styles · Large cap0.65%0.64%−8.6%−10.6%+13.2%−0.7%−21.3%21.2%$45M1.9

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: FCTR 2018 · DCOR 2005

Head to Head

Swap sides Versus in desk

Head to Head

First Trust Lunt U.S. Factor Rotation ETF · $45M$9,638

FCTR

DCOR

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

$10,000 five years ago, dividends reinvested · they hold 15.6% in common

FCTRMeasureDCOR

−8.6%Year to dateJan 1 → Nov 4+15.9%

−10.6%1 yearTotal return+17.4%

+13.2%3 years · per year$10,000 became $14,489 · $18,904+23.6%

−0.7%5 years · per year$10,000 became $9,638 · […][…]

0.65%Expense ratio$65 · $17 a year on $10k · lower is better0.17%

0.64%Trailing 12-mo yield$64 · $89 a year on $10k0.89%

−21.3%Worst dropSmaller is better−8.3%

21.2%VolatilityLower is calmer12.2%

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

0–7DCOR wins

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

More Ways to See the Pairs

FCTR vs DCOR: Top 5 Holdings

Today

FCTR

11.3%in top 5

DCOR

in top 520.2%

FCTRStockDCOR

not top 5AAPL5.8%

not top 5NVDA5.7%

not top 5MSFT4.4%

3.4%CRWDnot top 5

not top 5AMZN2.7%

2.2%MRNAnot top 5

2.1%NETnot top 5

1.8%AXONnot top 5

1.8%SNOWnot top 5

not top 5META1.7%

Held in common15.6%

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

FCTR vs DCOR Returns, Every Period

First TrustFCTR

−10.6%

past year

DCORDimensional

+17.4%

past year

FCTRDCORFaded: behind in that period

0–3DCOR wins

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

FCTR vs DCOR

YTD

First TrustFCTR

−8.6%

DCORDimensional

+15.9%

−8.6%Year to date+15.9%

−21.3%Worst drop · 1Y−8.3%

21.2%Volatility · 1Y12.2%

0.6%Yield0.9%

$45.4MAssets$45.0B

4–0DCOR wins

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

Cost, Income and Risk

Fees: FCTR, DCOR

Today

0.17%lowest, DCOR

FundExpense ratioFee$10k

DCOR0.17%$17

FCTR0.65%$65

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

Yields: FCTR, DCOR

0.89%highest, DCOR

FundTrailing yieldYield$10k

DCOR0.89%$89

FCTR0.64%$64

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

Income After Fees on $10,000

$72most kept, DCOR

DCOR$89 − $17 = $72

FCTR$64 − $65 = −$1

KeptFee

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

Overlap: FCTR, DCOR

Today

15.6%most shared, FCTR and DCOR

FCTRDCOR

FCTR—15.6%

DCOR15.6%—

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

FCTRWorst drop−21.3%21.2% vol

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

Paid More vs Made More

YTD

DCORFCTR

+15.9%Year to date−8.6%

0.9%Yield0.6%

+17.4%Past year−10.6%

0.17%Fee0.65%

4–0DCOR 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