Compare · 2 funds side by side · dividends reinvested

LCTU and DCOR

LCTUiShares×DCORDimensional×

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,550LCTU · best of the two

02 / 04

LCTU 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%+14.2%+15.7%+23.5%[…]−8.3%12.2%$45.0B1.1

iShares U.S. Carbon Transition Readiness Aware Active ETFUS Stock Styles · Large cap0.30%0.98%+9.8%+9.8%+23.0%+10.6%−9.4%12.9%$1.2B1.8

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

End-of-day Nov 3, 2026 · returns include dividends · since: LCTU 2021 · DCOR 2005

Head to Head

Swap sides Versus in desk

Head to Head

iShares U.S. Carbon Transition Readiness Aware Active ETF · $1.2B$16,550

LCTU

DCOR

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

$10,000 five years ago, dividends reinvested · they hold 58.3% in common

LCTUMeasureDCOR

+9.8%Year to dateJan 1 → Nov 3+14.2%

+9.8%1 yearTotal return+15.7%

+23.0%3 years · per year$10,000 became $18,617 · $18,840+23.5%

+10.6%5 years · per year$10,000 became $16,550 · […][…]

0.30%Expense ratio$30 · $17 a year on $10k · lower is better0.17%

0.98%Trailing 12-mo yield$98 · $91 a year on $10k0.91%

−9.4%Worst dropSmaller is better−8.3%

12.9%VolatilityLower is calmer12.2%

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

1–6DCOR wins

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

More Ways to See the Pairs

LCTU vs DCOR: Top 5 Holdings

Today

LCTU

25.0%in top 5

DCOR

in top 520.0%

LCTUStockDCOR

7.5%AAPL5.9%

7.3%NVDA5.5%

5.1%MSFT4.3%

3.0%AMZN2.6%

2.0%META1.7%

Held in common58.3%

End-of-day Nov 3, 2026 · share of each fund

LCTU vs DCOR Returns, Every Period

iSharesLCTU

+9.8%

past year

DCORDimensional

+15.7%

past year

LCTUDCORFaded: behind in that period

0–3DCOR wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

LCTU vs DCOR

YTD

iSharesLCTU

+9.8%

DCORDimensional

+14.2%

+9.8%Year to date+14.2%

−9.4%Worst drop · 1Y−8.3%

12.9%Volatility · 1Y12.2%

1.0%Yield0.9%

$1.2BAssets$45.0B

3–1DCOR wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: LCTU, DCOR

Today

0.17%lowest, DCOR

FundExpense ratioFee$10k

DCOR0.17%$17

LCTU0.30%$30

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: LCTU, DCOR

0.98%highest, LCTU

FundTrailing yieldYield$10k

LCTU0.98%$98

DCOR0.91%$91

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$74most kept, DCOR

DCOR$91 − $17 = $74

LCTU$98 − $30 = $68

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: LCTU, DCOR

Today

58.3%most shared, LCTU and DCOR

LCTUDCOR

LCTU—58.3%

DCOR58.3%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+15.7%DCOR, at 12.2% volatility

DCORWorst drop−8.3%12.2% vol

LCTUWorst drop−9.4%12.9% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

LCTUDCOR

+9.8%Year to date+14.2%

1.0%Yield0.9%

+9.8%Past year+15.7%

0.30%Fee0.17%

3–1DCOR wins

End-of-day Nov 3, 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 3, 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 3, 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 3, 2026