Compare · 3 funds side by side · dividends reinvested

SIZE, DCOR and IJH

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$14,359SIZE · best of the three

02 / 04

SIZE, DCOR and IJH, 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%$45.0B1.7

iShares MSCI USA Size Factor ETFUS Stock Styles · Large cap0.15%1.37%+12.9%+14.1%+19.6%+7.5%−8.0%12.6%$434M1.9

iShares Core S&P Mid-Cap ETFUS Stock Styles · Mid cap0.05%1.22%+13.2%+15.7%+18.5%+7.4%−8.8%15.0%$125B2.3

Rank among the three1st → 3rdFee, 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: SIZE 2013 · DCOR 2005 · IJH 2000

Head to Head

Swap sides Versus in desk

Head to Head

iShares MSCI USA Size Factor ETF · $434M$14,359

SIZE

DCOR

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

$10,000 five years ago, dividends reinvested · they hold 43.2% in common

SIZEMeasureDCOR

+12.9%Year to dateJan 1 → Nov 3+14.2%

+14.1%1 yearTotal return+15.7%

+19.6%3 years · per year$10,000 became $17,120 · $18,840+23.5%

+7.5%5 years · per year$10,000 became $14,359 · […][…]

0.15%Expense ratio$15 · $17 a year on $10k · lower is better0.17%

1.37%Trailing 12-mo yield$137 · $91 a year on $10k0.91%

−8.0%Worst dropSmaller is better−8.3%

12.6%VolatilityLower is calmer12.2%

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

3–4DCOR wins

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

More Ways to See the Pairs

SIZE vs DCOR: Top 5 Holdings

Today

SIZE

2.0%in top 5

DCOR

in top 520.0%

SIZEStockDCOR

not top 5AAPL5.9%

not top 5NVDA5.5%

not top 5MSFT4.3%

not top 5AMZN2.6%

not top 5META1.7%

0.5%OKTAnot top 5

0.4%TEAMnot top 5

0.4%NTRAnot top 5

0.4%SNnot top 5

0.4%VEEVnot top 5

Held in common43.2%

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

SIZE vs DCOR Returns, Every Period

iSharesSIZE

+14.1%

past year

DCORDimensional

+15.7%

past year

SIZEDCORFaded: behind in that period

0–3DCOR wins

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

SIZE vs IJH

YTD

iSharesSIZE

+12.9%

IJHiShares

+13.2%

+12.9%Year to date+13.2%

−8.0%Worst drop · 1Y−8.8%

12.6%Volatility · 1Y15.0%

1.4%Yield1.2%

$434MAssets$125B

3–1SIZE wins

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

Cost, Income and Risk

Fees: SIZE, DCOR, IJH

Today

0.05%lowest, IJH

FundExpense ratioFee$10k

IJH0.05%$5

SIZE0.15%$15

DCOR0.17%$17

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

Yields: SIZE, DCOR, IJH

1.37%highest, SIZE

FundTrailing yieldYield$10k

SIZE1.37%$137

IJH1.22%$122

DCOR0.91%$91

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

Income After Fees on $10,000

$122most kept, SIZE

SIZE$137 − $15 = $122

IJH$122 − $5 = $117

DCOR$91 − $17 = $74

KeptFee

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

Overlap: SIZE, DCOR, IJH

Today

43.2%most shared, SIZE and DCOR

SIZEDCORIJH

SIZE—43.2%5.6%

DCOR43.2%—9.3%

IJH5.6%9.3%—

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

Return vs Bumpiness: 3 ETFs

+15.7%DCOR, at 12.2% volatility

DCORWorst drop−8.3%12.2% vol

SIZEWorst drop−8.0%12.6% vol

IJHWorst drop−8.8%15.0% vol

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

Paid More vs Made More

YTD

SIZEDCOR

+12.9%Year to date+14.2%

1.4%Yield0.9%

+14.1%Past year+15.7%

0.15%Fee0.17%

2–2level

End-of-day Nov 3, 2026

Popular Pairs Near These Three

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