Compare · 2 funds side by side · dividends reinvested

OVL and DCOR

OVLOverlay Shares×DCORDimensional×

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,696OVL · best of the two

02 / 04

OVL 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%$45.0B1.3

Overlay Shares Large Cap Equity ETFUS Stock Styles · Large cap0.79%9.50%+12.6%+13.3%+26.6%+12.1%−8.7%15.1%$509M1.6

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

End-of-day Nov 3, 2026 · returns include dividends · since: OVL 2019 · DCOR 2005

Head to Head

Swap sides Versus in desk

Head to Head

Overlay Shares Large Cap Equity ETF · $509M$17,696

OVL

DCOR

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

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

OVLMeasureDCOR

+12.6%Year to dateJan 1 → Nov 3+14.2%

+13.3%1 yearTotal return+15.7%

+26.6%3 years · per year$10,000 became $20,284 · $18,840+23.5%

+12.1%5 years · per year$10,000 became $17,696 · […][…]

0.79%Expense ratio$79 · $17 a year on $10k · lower is better0.17%

9.50%Trailing 12-mo yield$950 · $91 a year on $10k0.91%

−8.7%Worst dropSmaller is better−8.3%

15.1%VolatilityLower is calmer12.2%

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

2–5DCOR wins

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

More Ways to See the Pairs

OVL vs DCOR: Top 5 Holdings

Today

OVL

100.0%in top 5

DCOR

in top 520.0%

OVLStockDCOR

100.0%VOOnot top 5

not top 5AAPL5.9%

not top 5NVDA5.5%

not top 5MSFT4.3%

not top 5AMZN2.6%

not top 5META1.7%

Held in common0.0%

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

OVL vs DCOR Returns, Every Period

Overlay SharesOVL

+13.3%

past year

DCORDimensional

+15.7%

past year

OVLDCORFaded: behind in that period

1–2DCOR wins

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

OVL vs DCOR

YTD

Overlay SharesOVL

+12.6%

DCORDimensional

+14.2%

+12.6%Year to date+14.2%

−8.7%Worst drop · 1Y−8.3%

15.1%Volatility · 1Y12.2%

9.5%Yield0.9%

$509MAssets$45.0B

3–1DCOR wins

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

Cost, Income and Risk

Fees: OVL, DCOR

Today

0.17%lowest, DCOR

FundExpense ratioFee$10k

DCOR0.17%$17

OVL0.79%$79

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

Yields: OVL, DCOR

9.50%highest, OVL

FundTrailing yieldYield$10k

OVL9.50%$950

DCOR0.91%$91

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

Income After Fees on $10,000

$871most kept, OVL

OVL$950 − $79 = $871

DCOR$91 − $17 = $74

KeptFee

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

Overlap: OVL, DCOR

Today

0.0%most shared, OVL and DCOR

OVLDCOR

OVL—0.0%

DCOR0.0%—

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

OVLWorst drop−8.7%15.1% vol

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

Paid More vs Made More

YTD

OVLDCOR

+12.6%Year to date+14.2%

9.5%Yield0.9%

+13.3%Past year+15.7%

0.79%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