Compare · 3 funds side by side · dividends reinvested

INRO, DCOR and IWF

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$15,441IWF · best of the three

02 / 04

INRO, DCOR and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

U.S. Core Equity 1 Portfolio ETF Class SharesUS Stock Styles · Large cap0.17%0.93%+11.5%+13.4%+21.5%[…]−8.3%12.8%$43.9B1.0

iShares U.S. Industry Rotation Active ETFUS Stock Styles · Large cap0.42%0.62%+9.1%+9.7%[…][…]−9.3%15.4%$543M2.2

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.39%−5.3%−6.5%+19.4%+9.1%−14.6%19.4%$115B2.5

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 6, 2026 · returns include dividends · since: INRO 2024 · DCOR 2005 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

iShares U.S. Industry Rotation Active ETF · $543M[…]

INRO

DCOR

U.S. Core Equity 1 Portfolio ETF Class Shares · $43.9B[…]

$10,000 five years ago, dividends reinvested · they hold 59.7% in common

INROMeasureDCOR

+9.1%Year to dateJan 1 → Nov 6+11.5%

+9.7%1 yearTotal return+13.4%

[…]3 years · per year$10,000 became […] · $17,935+21.5%

[…]5 years · per year[…]

0.42%Expense ratio$42 · $17 a year on $10k · lower is better0.17%

0.62%Trailing 12-mo yield$62 · $93 a year on $10k0.93%

−9.3%Worst dropSmaller is better−8.3%

15.4%VolatilityLower is calmer12.8%

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

0–6DCOR wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

INRO vs DCOR: Top 5 Holdings

Today

INRO

28.8%in top 5

DCOR

in top 520.4%

INROStockDCOR

8.8%AAPL6.1%

7.0%NVDA5.1%

6.4%MSFT4.6%

3.9%AMZN2.9%

2.7%GOOGLnot top 5

not top 5META1.7%

Held in common59.7%

End-of-day Nov 6, 2026 · share of each fund

INRO vs DCOR Returns, Every Period

iSharesINRO

+9.7%

past year

DCORDimensional

+13.4%

past year

INRODCORFaded: behind in that period

0–2DCOR wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

INRO vs DCOR

YTD

iSharesINRO

+9.1%

DCORDimensional

+11.5%

+9.1%Year to date+11.5%

−9.3%Worst drop · 1Y−8.3%

15.4%Volatility · 1Y12.8%

0.6%Yield0.9%

$543MAssets$43.9B

4–0DCOR wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: INRO, DCOR, IWF

Today

0.17%lowest, DCOR

FundExpense ratioFee$10k

DCOR0.17%$17

IWF0.18%$18

INRO0.42%$42

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: INRO, DCOR, IWF

0.93%highest, DCOR

FundTrailing yieldYield$10k

DCOR0.93%$93

INRO0.62%$62

IWF0.39%$39

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$76most kept, DCOR

DCOR$93 − $17 = $76

IWF$39 − $18 = $21

INRO$62 − $42 = $20

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: INRO, DCOR, IWF

Today

59.7%most shared, INRO and DCOR

INRODCORIWF

INRO—59.7%54.9%

DCOR59.7%—42.6%

IWF54.9%42.6%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+13.4%DCOR, at 12.8% volatility

DCORWorst drop−8.3%12.8% vol

INROWorst drop−9.3%15.4% vol

IWFWorst drop−14.6%19.4% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

DCORINRO

+11.5%Year to date+9.1%

0.9%Yield0.6%

+13.4%Past year+9.7%

0.17%Fee0.42%

4–0DCOR wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$59.7B

1–1level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026