Compare · 2 funds side by side · dividends reinvested

OVLH and DCOR

OVLHOverlay Shares×DCORDimensional×

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$14,956OVLH · best of the two

02 / 04

OVLH 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

Overlay Shares Hedged Large Cap Equity ETFUS Stock Styles · Large cap0.80%0.28%+7.0%+6.2%+18.1%+8.4%−6.4%9.3%$106M1.6

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: OVLH 2021 · DCOR 2005

Head to Head

Swap sides Versus in desk

Head to Head

Overlay Shares Hedged Large Cap Equity ETF · $106M$14,956

OVLH

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

OVLHMeasureDCOR

+7.0%Year to dateJan 1 → Nov 4+15.9%

+6.2%1 yearTotal return+17.4%

+18.1%3 years · per year$10,000 became $16,457 · $18,904+23.6%

+8.4%5 years · per year$10,000 became $14,956 · […][…]

0.80%Expense ratio$80 · $17 a year on $10k · lower is better0.17%

0.28%Trailing 12-mo yield$28 · $89 a year on $10k0.89%

−6.4%Worst dropSmaller is better−8.3%

9.3%VolatilityLower is calmer12.2%

OVLHDCOR 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

OVLH vs DCOR: Top 5 Holdings

Today

OVLH

100.0%in top 5

DCOR

in top 520.2%

OVLHStockDCOR

100.0%VOOnot top 5

not top 5AAPL5.8%

not top 5NVDA5.7%

not top 5MSFT4.4%

not top 5AMZN2.7%

not top 5META1.7%

Held in common0.0%

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

OVLH vs DCOR Returns, Every Period

Overlay SharesOVLH

+6.2%

past year

DCORDimensional

+17.4%

past year

OVLHDCORFaded: behind in that period

0–3DCOR wins

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

OVLH vs DCOR

YTD

Overlay SharesOVLH

+7.0%

DCORDimensional

+15.9%

+7.0%Year to date+15.9%

−6.4%Worst drop · 1Y−8.3%

9.3%Volatility · 1Y12.2%

0.3%Yield0.9%

$106MAssets$45.0B

2–2level

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

Cost, Income and Risk

Fees: OVLH, DCOR

Today

0.17%lowest, DCOR

FundExpense ratioFee$10k

DCOR0.17%$17

OVLH0.80%$80

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

Yields: OVLH, DCOR

0.89%highest, DCOR

FundTrailing yieldYield$10k

DCOR0.89%$89

OVLH0.28%$28

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

Income After Fees on $10,000

$72most kept, DCOR

DCOR$89 − $17 = $72

OVLH$28 − $80 = −$52

KeptFee

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

Overlap: OVLH, DCOR

Today

0.0%most shared, OVLH and DCOR

OVLHDCOR

OVLH—0.0%

DCOR0.0%—

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

OVLHWorst drop−6.4%9.3% 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

DCOROVLH

+15.9%Year to date+7.0%

0.9%Yield0.3%

+17.4%Past year+6.2%

0.17%Fee0.80%

4–0DCOR 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