Compare · 2 funds side by side · dividends reinvested

SIMS and DCOR

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$9,801SIMS · best of the two

02 / 04

SIMS 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%0.93%+11.3%+13.9%+21.7%[…]−8.3%12.9%$45.6B1.0

State Street SPDR S&P Kensho Intelligent Structures ETFUS Stock Styles · Large cap0.45%0.57%+4.8%−3.9%+16.3%−0.4%−14.7%23.0%$8M1.9

Rank among the two1st → 2ndFee, 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

Head to Head

Swap sides Versus in desk

Head to Head

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

DCOR

SIMS

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

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

DCORMeasureSIMS

+11.3%Year to dateJan 1 → Nov 5+4.8%

+13.9%1 yearTotal return−3.9%

+21.7%3 years · per year$10,000 became $18,033 · $15,721+16.3%

[…]5 years · per year$10,000 became […] · $9,801−0.4%

0.17%Expense ratio$17 · $45 a year on $10k · lower is better0.45%

0.93%Trailing 12-mo yield$93 · $57 a year on $10k0.57%

−8.3%Worst dropSmaller is better−14.7%

12.9%VolatilityLower is calmer23.0%

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

7–0DCOR wins

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

More Ways to See the Pairs

DCOR vs SIMS: Top 5 Holdings

Today

DCOR

20.5%in top 5

SIMS

in top 518.4%

DCORStockSIMS

6.0%AAPLnot top 5

5.4%NVDAnot top 5

4.6%MSFTnot top 5

not top 5TTEK3.9%

not top 5ADT3.8%

not top 5ALRM3.8%

not top 5VLTO3.6%

not top 5ITRI3.3%

2.8%AMZNnot top 5

1.7%METAnot top 5

Held in common1.8%

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

DCOR vs SIMS Returns, Every Period

DimensionalDCOR

+13.9%

past year

SIMSSPDR

−3.9%

past year

DCORSIMSFaded: behind in that period

3–0DCOR wins

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

DCOR vs SIMS

YTD

DimensionalDCOR

+11.3%

SIMSSPDR

+4.8%

+11.3%Year to date+4.8%

−8.3%Worst drop · 1Y−14.7%

12.9%Volatility · 1Y23.0%

0.9%Yield0.6%

$45.6BAssets$8.2M

4–0DCOR wins

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

Cost, Income and Risk

Fees: SIMS, DCOR

Today

0.17%lowest, DCOR

FundExpense ratioFee$10k

DCOR0.17%$17

SIMS0.45%$45

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

Yields: SIMS, DCOR

0.93%highest, DCOR

FundTrailing yieldYield$10k

DCOR0.93%$93

SIMS0.57%$57

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

Income After Fees on $10,000

$76most kept, DCOR

DCOR$93 − $17 = $76

SIMS$57 − $45 = $12

KeptFee

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

Overlap: SIMS, DCOR

Today

1.8%most shared, SIMS and DCOR

SIMSDCOR

SIMS—1.8%

DCOR1.8%—

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

Return vs Bumpiness: 2 ETFs

+13.9%DCOR, at 12.9% volatility

DCORWorst drop−8.3%12.9% vol

SIMSWorst drop−14.7%23.0% vol

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

Paid More vs Made More

YTD

DCORSIMS

+11.3%Year to date+4.8%

0.9%Yield0.6%

+13.9%Past year−3.9%

0.17%Fee0.45%

4–0DCOR wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026