Compare · 2 funds side by side · dividends reinvested

FNDA and DCOR

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$13,959FNDA · best of the two

02 / 04

FNDA 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%+14.1%+17.3%+21.6%[…]−8.3%13.0%$45.0B1.4

Schwab Fundamental U.S. Small Company Index ETFUS Stock Styles · Large cap0.25%1.21%+16.7%+21.6%+17.2%+6.9%−9.4%16.2%$9.0B1.5

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

End-of-day Nov 9, 2026 · returns include dividends · since: FNDA 2013 · 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

FNDA

Schwab Fundamental U.S. Small Company Index ETF · $9.0B$13,959

$10,000 five years ago, dividends reinvested · they hold 10.1% in common

DCORMeasureFNDA

+14.1%Year to dateJan 1 → Nov 9+16.7%

+17.3%1 yearTotal return+21.6%

+21.6%3 years · per year$10,000 became $17,978 · $16,103+17.2%

[…]5 years · per year$10,000 became […] · $13,959+6.9%

0.17%Expense ratio$17 · $25 a year on $10k · lower is better0.25%

0.91%Trailing 12-mo yield$91 · $121 a year on $10k1.21%

−8.3%Worst dropSmaller is better−9.4%

13.0%VolatilityLower is calmer16.2%

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

4–3DCOR wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

DCOR vs FNDA: Top 5 Holdings

Today

DCOR

20.5%in top 5

FNDA

in top 52.1%

DCORStockFNDA

6.1%AAPLnot top 5

5.2%NVDAnot top 5

4.6%MSFTnot top 5

2.8%AMZNnot top 5

1.7%METAnot top 5

not top 5VSXY0.5%

not top 5ANF0.4%

not top 5ACHC0.4%

not top 5FDS0.4%

not top 5COMP0.4%

Held in common10.1%

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

DCOR vs FNDA Returns, Every Period

DimensionalDCOR

+17.3%

past year

FNDASchwab

+21.6%

past year

DCORFNDAFaded: behind in that period

1–2FNDA wins

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

DCOR vs FNDA

YTD

DimensionalDCOR

+14.1%

FNDASchwab

+16.7%

+14.1%Year to date+16.7%

−8.3%Worst drop · 1Y−9.4%

13.0%Volatility · 1Y16.2%

0.9%Yield1.2%

$45.0BAssets$9.0B

2–2level

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

Cost, Income and Risk

Fees: FNDA, DCOR

Today

0.17%lowest, DCOR

FundExpense ratioFee$10k

DCOR0.17%$17

FNDA0.25%$25

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

Yields: FNDA, DCOR

1.21%highest, FNDA

FundTrailing yieldYield$10k

FNDA1.21%$121

DCOR0.91%$91

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

Income After Fees on $10,000

$96most kept, FNDA

FNDA$121 − $25 = $96

DCOR$91 − $17 = $74

KeptFee

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

Overlap: FNDA, DCOR

Today

10.1%most shared, FNDA and DCOR

FNDADCOR

FNDA—10.1%

DCOR10.1%—

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

Return vs Bumpiness: 2 ETFs

+21.6%FNDA, at 16.2% volatility

DCORWorst drop−8.3%13.0% vol

FNDAWorst drop−9.4%16.2% vol

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

Paid More vs Made More

YTD

FNDADCOR

+16.7%Year to date+14.1%

1.2%Yield0.9%

+21.6%Past year+17.3%

0.25%Fee0.17%

3–1FNDA wins

End-of-day Nov 9, 2026

Popular Pairs Near These Two

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

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026