Compare · 3 funds side by side · dividends reinvested

SIMS, DCOR and VUG

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,052VUG · best of the three

02 / 04

SIMS, DCOR and VUG, 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%$45.6B1.3

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.40%+6.3%+3.4%+25.4%+11.4%−16.1%18.2%$233B2.0

State Street SPDR S&P Kensho Intelligent Structures ETFUS Stock Styles · Large cap0.45%0.55%+9.3%−3.6%+18.2%+0.9%−15.6%23.0%$8M2.5

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

End-of-day Nov 5, 2026 · returns include dividends · since: SIMS 2017 · DCOR 2005 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

State Street SPDR S&P Kensho Intelligent Structures ETF · $8M$9,801

SIMS

DCOR

U.S. Core Equity 1 Portfolio ETF Class Shares · $45.6B[…]

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

SIMSMeasureDCOR

+9.3%Year to dateJan 1 → Nov 5+15.9%

−3.6%1 yearTotal return+17.4%

+18.2%3 years · per year$10,000 became $16,498 · $18,904+23.6%

+0.9%5 years · per year$10,000 became $10,482 · […][…]

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

0.55%Trailing 12-mo yield$55 · $89 a year on $10k0.89%

−15.6%Worst dropSmaller is better−8.3%

23.0%VolatilityLower is calmer12.2%

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

0–7DCOR wins

End-of-day Nov 5, 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

18.4%in top 5

DCOR

in top 520.5%

SIMSStockDCOR

not top 5AAPL6.0%

not top 5NVDA5.4%

not top 5MSFT4.6%

3.9%TTEKnot top 5

3.8%ADTnot top 5

3.8%ALRMnot top 5

3.6%VLTOnot top 5

3.3%ITRInot top 5

not top 5AMZN2.8%

not top 5META1.7%

Held in common1.8%

End-of-day Nov 5, 2026 · share of each fund

SIMS vs DCOR Returns, Every Period

SPDRSIMS

−3.6%

past year

DCORDimensional

+17.4%

past year

SIMSDCORFaded: behind in that period

0–3DCOR wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

SIMS vs DCOR

YTD

SPDRSIMS

+9.3%

DCORDimensional

+15.9%

+9.3%Year to date+15.9%

−15.6%Worst drop · 1Y−8.3%

23.0%Volatility · 1Y12.2%

0.5%Yield0.9%

$8.2MAssets$45.6B

4–0DCOR wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SIMS, DCOR, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

DCOR0.17%$17

SIMS0.45%$45

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: SIMS, DCOR, VUG

0.89%highest, DCOR

FundTrailing yieldYield$10k

DCOR0.89%$89

SIMS0.55%$55

VUG0.40%$40

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$72most kept, DCOR

DCOR$89 − $17 = $72

VUG$40 − $3 = $37

SIMS$55 − $45 = $10

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: SIMS, DCOR, VUG

Today

38.5%most shared, DCOR and VUG

SIMSDCORVUG

SIMS—1.8%2.8%

DCOR1.8%—38.5%

VUG2.8%38.5%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+17.4%DCOR, at 12.2% volatility

DCORWorst drop−8.3%12.2% vol

VUGWorst drop−16.1%18.2% vol

SIMSWorst drop−15.6%23.0% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

DCORSIMS

+15.9%Year to date+9.3%

0.9%Yield0.5%

+17.4%Past year−3.6%

0.17%Fee0.45%

4–0DCOR wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+6.3%

SCHGSchwab

+6.8%

+6.3%Year to date+6.8%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$62.5B

1–1level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 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%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 5, 2026