Compare · 2 funds side by side · dividends reinvested

IUS and DCOR

IUSInvesco×DCORDimensional×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$20,206IUS · best of the two

02 / 04

IUS and DCOR, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Invesco RAFI Strategic US ETFUS Stock Styles · Large cap0.19%1.23%+23.9%+26.6%+24.5%+14.4%−6.1%10.2%$1.0B1.1

U.S. Core Equity 1 Portfolio ETF Class SharesUS Stock Styles · Large cap0.17%0.91%+14.2%+15.7%+23.5%[…]−8.3%12.2%$45.0B1.9

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: IUS 2018 · 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

IUS

Invesco RAFI Strategic US ETF · $1.0B$20,206

$10,000 five years ago, dividends reinvested · they hold 62.1% in common

DCORMeasureIUS

+14.2%Year to dateJan 1 → Nov 4+23.9%

+15.7%1 yearTotal return+26.6%

+23.5%3 years · per year$10,000 became $18,840 · $19,277+24.5%

[…]5 years · per year$10,000 became […] · $19,622+14.4%

0.17%Expense ratio$17 · $19 a year on $10k · lower is better0.19%

0.91%Trailing 12-mo yield$91 · $123 a year on $10k1.23%

−8.3%Worst dropSmaller is better−6.1%

12.2%VolatilityLower is calmer10.2%

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

1–6IUS wins

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

More Ways to See the Pairs

DCOR vs IUS: Top 5 Holdings

Today

DCOR

20.0%in top 5

IUS

in top 516.4%

DCORStockIUS

5.9%AAPL4.2%

5.5%NVDAnot top 5

4.3%MSFT4.0%

not top 5BRK-B2.8%

not top 5GOOGL2.8%

2.6%AMZN2.5%

1.7%METAnot top 5

Held in common62.1%

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

DCOR vs IUS Returns, Every Period

DimensionalDCOR

+15.7%

past year

IUSInvesco

+26.6%

past year

DCORIUSFaded: behind in that period

0–3IUS wins

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

DCOR vs IUS

YTD

DimensionalDCOR

+14.2%

IUSInvesco

+23.9%

+14.2%Year to date+23.9%

−8.3%Worst drop · 1Y−6.1%

12.2%Volatility · 1Y10.2%

0.9%Yield1.2%

$45.0BAssets$1.0B

4–0IUS wins

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

Cost, Income and Risk

Fees: IUS, DCOR

Today

0.17%lowest, DCOR

FundExpense ratioFee$10k

DCOR0.17%$17

IUS0.19%$19

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

Yields: IUS, DCOR

1.23%highest, IUS

FundTrailing yieldYield$10k

IUS1.23%$123

DCOR0.91%$91

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

Income After Fees on $10,000

$104most kept, IUS

IUS$123 − $19 = $104

DCOR$91 − $17 = $74

KeptFee

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

Overlap: IUS, DCOR

Today

62.1%most shared, IUS and DCOR

IUSDCOR

IUS—62.1%

DCOR62.1%—

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

Return vs Bumpiness: 2 ETFs

+26.6%IUS, at 10.2% volatility

IUSWorst drop−6.1%10.2% vol

DCORWorst drop−8.3%12.2% vol

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

Paid More vs Made More

YTD

IUSDCOR

+23.9%Year to date+14.2%

1.2%Yield0.9%

+26.6%Past year+15.7%

0.19%Fee0.17%

3–1IUS wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 4, 2026