Compare · 2 funds side by side · dividends reinvested

PRFZ and DCOR

PRFZInvesco×DCORDimensional×

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$14,863PRFZ · best of the two

02 / 04

PRFZ 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

Invesco RAFI US 1500 Small-Mid ETFUS Stock Styles · Large cap0.36%0.83%+16.8%+18.4%+21.9%+8.2%−10.4%16.9%$2.7B1.6

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: PRFZ 2006 · DCOR 2005

Head to Head

Swap sides Versus in desk

Head to Head

Invesco RAFI US 1500 Small-Mid ETF · $2.7B$14,863

PRFZ

DCOR

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

$10,000 five years ago, dividends reinvested · they hold 6.9% in common

PRFZMeasureDCOR

+16.8%Year to dateJan 1 → Nov 3+14.2%

+18.4%1 yearTotal return+15.7%

+21.9%3 years · per year$10,000 became $18,127 · $18,840+23.5%

+8.2%5 years · per year$10,000 became $14,863 · […][…]

0.36%Expense ratio$36 · $17 a year on $10k · lower is better0.17%

0.83%Trailing 12-mo yield$83 · $91 a year on $10k0.91%

−10.4%Worst dropSmaller is better−8.3%

16.9%VolatilityLower is calmer12.2%

PRFZDCOR 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

PRFZ vs DCOR: Top 5 Holdings

Today

PRFZ

2.1%in top 5

DCOR

in top 520.0%

PRFZStockDCOR

not top 5AAPL5.9%

not top 5NVDA5.5%

not top 5MSFT4.3%

not top 5AMZN2.6%

not top 5META1.7%

0.5%PAYCnot top 5

0.5%SNnot top 5

0.4%DOCUnot top 5

0.4%CRGYnot top 5

0.4%CBRLnot top 5

Held in common6.9%

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

PRFZ vs DCOR Returns, Every Period

InvescoPRFZ

+18.4%

past year

DCORDimensional

+15.7%

past year

PRFZDCORFaded: behind in that period

2–1PRFZ wins

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

PRFZ vs DCOR

YTD

InvescoPRFZ

+16.8%

DCORDimensional

+14.2%

+16.8%Year to date+14.2%

−10.4%Worst drop · 1Y−8.3%

16.9%Volatility · 1Y12.2%

0.8%Yield0.9%

$2.7BAssets$45.0B

3–1DCOR wins

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

Cost, Income and Risk

Fees: PRFZ, DCOR

Today

0.17%lowest, DCOR

FundExpense ratioFee$10k

DCOR0.17%$17

PRFZ0.36%$36

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

Yields: PRFZ, DCOR

0.91%highest, DCOR

FundTrailing yieldYield$10k

DCOR0.91%$91

PRFZ0.83%$83

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

Income After Fees on $10,000

$74most kept, DCOR

DCOR$91 − $17 = $74

PRFZ$83 − $36 = $47

KeptFee

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

Overlap: PRFZ, DCOR

Today

6.9%most shared, PRFZ and DCOR

PRFZDCOR

PRFZ—6.9%

DCOR6.9%—

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

Return vs Bumpiness: 2 ETFs

+18.4%PRFZ, at 16.9% volatility

DCORWorst drop−8.3%12.2% vol

PRFZWorst drop−10.4%16.9% vol

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

Paid More vs Made More

YTD

DCORPRFZ

+14.2%Year to date+16.8%

0.9%Yield0.8%

+15.7%Past year+18.4%

0.17%Fee0.36%

2–2level

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