Compare · 3 funds side by side · dividends reinvested

SIMS, DCOR and VTV

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,585VTV · best of the three

02 / 04

SIMS, DCOR and VTV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Value ETFUS Stock Styles · Value0.03%1.87%+18.5%+22.9%+20.9%+12.0%−6.4%10.7%$184B1.1

U.S. Core Equity 1 Portfolio ETF Class SharesUS Stock Styles · Large cap0.17%0.93%+11.5%+13.4%+21.5%[…]−8.3%12.8%$43.9B1.9

State Street SPDR S&P Kensho Intelligent Structures ETFUS Stock Styles · Large cap0.45%0.57%+5.5%−5.9%+16.2%−0.4%−14.7%22.9%$8M2.9

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 6, 2026 · returns include dividends · since: SIMS 2017 · DCOR 2005 · VTV 2004

Head to Head

Swap sides Versus in desk

Head to Head

State Street SPDR S&P Kensho Intelligent Structures ETF · $8M$9,809

SIMS

DCOR

U.S. Core Equity 1 Portfolio ETF Class Shares · $43.9B[…]

$10,000 five years ago, dividends reinvested · they hold 1.8% in common

SIMSMeasureDCOR

+5.5%Year to dateJan 1 → Nov 6+11.5%

−5.9%1 yearTotal return+13.4%

+16.2%3 years · per year$10,000 became $15,677 · $17,935+21.5%

−0.4%5 years · per year$10,000 became $9,809 · […][…]

0.45%Expense ratio$45 · $17 a year on $10k · lower is better0.17%

0.57%Trailing 12-mo yield$57 · $93 a year on $10k0.93%

−14.7%Worst dropSmaller is better−8.3%

22.9%VolatilityLower is calmer12.8%

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

0–7DCOR wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

SIMS vs DCOR: Top 5 Holdings

Today

SIMS

19.0%in top 5

DCOR

in top 520.4%

SIMSStockDCOR

not top 5AAPL6.1%

not top 5NVDA5.1%

not top 5MSFT4.6%

4.0%TTEKnot top 5

4.0%ADTnot top 5

3.9%ALRMnot top 5

3.8%VLTOnot top 5

3.3%ITRInot top 5

not top 5AMZN2.9%

not top 5META1.7%

Held in common1.8%

End-of-day Nov 6, 2026 · share of each fund

SIMS vs DCOR Returns, Every Period

SPDRSIMS

−5.9%

past year

DCORDimensional

+13.4%

past year

SIMSDCORFaded: behind in that period

0–3DCOR wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

SIMS vs VTV

YTD

SPDRSIMS

+5.5%

VTVVanguard

+18.5%

+5.5%Year to date+18.5%

−14.7%Worst drop · 1Y−6.4%

22.9%Volatility · 1Y10.7%

0.6%Yield1.9%

$7.9MAssets$184B

4–0VTV wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SIMS, DCOR, VTV

Today

0.03%lowest, VTV

FundExpense ratioFee$10k

VTV0.03%$3

DCOR0.17%$17

SIMS0.45%$45

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: SIMS, DCOR, VTV

1.87%highest, VTV

FundTrailing yieldYield$10k

VTV1.87%$187

DCOR0.93%$93

SIMS0.57%$57

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$184most kept, VTV

VTV$187 − $3 = $184

DCOR$93 − $17 = $76

SIMS$57 − $45 = $12

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: SIMS, DCOR, VTV

Today

41.9%most shared, DCOR and VTV

SIMSDCORVTV

SIMS—1.8%1.8%

DCOR1.8%—41.9%

VTV1.8%41.9%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+22.9%VTV, at 10.7% volatility

VTVWorst drop−6.4%10.7% vol

DCORWorst drop−8.3%12.8% vol

SIMSWorst drop−14.7%22.9% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

VTVDCOR

+18.5%Year to date+11.5%

1.9%Yield0.9%

+22.9%Past year+13.4%

0.03%Fee0.17%

4–0VTV wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

VTV vs SCHV

YTD

VanguardVTV

+18.5%

SCHVSchwab

+16.2%

+18.5%Year to date+16.2%

1.9%Yield1.8%

$184BAssets$15.4B

2–0VTV wins

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026