Compare · 2 funds side by side · dividends reinvested

IAI and DCOR

IAIiShares×DCORDimensional×

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,874IAI · best of the two

02 / 04

IAI 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%$45.0B1.3

iShares U.S. Broker-Dealers & Securities Exchanges ETFUS Stock Styles · Large cap0.37%1.14%+4.6%+7.5%+30.6%+12.3%−16.5%20.8%$1.3B1.6

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: IAI 2006 · DCOR 2005

Head to Head

Swap sides Versus in desk

Head to Head

iShares U.S. Broker-Dealers & Securities Exchanges ETF · $1.3B$17,874

IAI

DCOR

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

$10,000 five years ago, dividends reinvested · they hold 2.1% in common

IAIMeasureDCOR

+4.6%Year to dateJan 1 → Nov 4+15.9%

+7.5%1 yearTotal return+17.4%

+30.6%3 years · per year$10,000 became $22,270 · $18,904+23.6%

+12.3%5 years · per year$10,000 became $17,874 · […][…]

0.37%Expense ratio$37 · $17 a year on $10k · lower is better0.17%

1.14%Trailing 12-mo yield$114 · $89 a year on $10k0.89%

−16.5%Worst dropSmaller is better−8.3%

20.8%VolatilityLower is calmer12.2%

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

2–5DCOR wins

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

More Ways to See the Pairs

IAI vs DCOR: Top 5 Holdings

Today

IAI

51.8%in top 5

DCOR

in top 520.2%

IAIStockDCOR

17.7%GSnot top 5

15.1%MSnot top 5

8.5%SCHWnot top 5

not top 5AAPL5.8%

not top 5NVDA5.7%

5.3%SPGInot top 5

5.3%CMEnot top 5

not top 5MSFT4.4%

not top 5AMZN2.7%

not top 5META1.7%

Held in common2.1%

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

IAI vs DCOR Returns, Every Period

iSharesIAI

+7.5%

past year

DCORDimensional

+17.4%

past year

IAIDCORFaded: behind in that period

1–2DCOR wins

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

IAI vs DCOR

YTD

iSharesIAI

+4.6%

DCORDimensional

+15.9%

+4.6%Year to date+15.9%

−16.5%Worst drop · 1Y−8.3%

20.8%Volatility · 1Y12.2%

1.1%Yield0.9%

$1.3BAssets$45.0B

3–1DCOR wins

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

Cost, Income and Risk

Fees: IAI, DCOR

Today

0.17%lowest, DCOR

FundExpense ratioFee$10k

DCOR0.17%$17

IAI0.37%$37

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

Yields: IAI, DCOR

1.14%highest, IAI

FundTrailing yieldYield$10k

IAI1.14%$114

DCOR0.89%$89

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

Income After Fees on $10,000

$77most kept, IAI

IAI$114 − $37 = $77

DCOR$89 − $17 = $72

KeptFee

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

Overlap: IAI, DCOR

Today

2.1%most shared, IAI and DCOR

IAIDCOR

IAI—2.1%

DCOR2.1%—

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

IAIWorst drop−16.5%20.8% vol

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

Paid More vs Made More

YTD

IAIDCOR

+4.6%Year to date+15.9%

1.1%Yield0.9%

+7.5%Past year+17.4%

0.37%Fee0.17%

3–1DCOR 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