Compare · 3 funds side by side · dividends reinvested

SIZE, DCOR and IWF

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,559IWF · best of the three

02 / 04

SIZE, DCOR and IWF, 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%$45.0B1.4

iShares MSCI USA Size Factor ETFUS Stock Styles · Large cap0.15%1.34%+14.9%+16.4%+20.0%+8.2%−8.0%12.7%$434M1.8

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.37%−0.1%−3.0%+22.3%+10.6%−15.6%18.3%$120B2.6

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

End-of-day Nov 4, 2026 · returns include dividends · since: SIZE 2013 · DCOR 2005 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

iShares MSCI USA Size Factor ETF · $434M$14,800

SIZE

DCOR

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

$10,000 five years ago, dividends reinvested · they hold 43.0% in common

SIZEMeasureDCOR

+14.9%Year to dateJan 1 → Nov 4+15.9%

+16.4%1 yearTotal return+17.4%

+20.0%3 years · per year$10,000 became $17,299 · $18,904+23.6%

+8.2%5 years · per year$10,000 became $14,800 · […][…]

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

1.34%Trailing 12-mo yield$134 · $89 a year on $10k0.89%

−8.0%Worst dropSmaller is better−8.3%

12.7%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 4, 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 520.2%

SIZEStockDCOR

not top 5AAPL5.8%

not top 5NVDA5.7%

not top 5MSFT4.4%

not top 5AMZN2.7%

not top 5META1.7%

0.4%OKTAnot top 5

0.4%TEAMnot top 5

0.4%SNnot top 5

0.4%NTRAnot top 5

0.4%KMBnot top 5

Held in common43.0%

End-of-day Nov 4, 2026 · share of each fund

SIZE vs DCOR Returns, Every Period

iSharesSIZE

+16.4%

past year

DCORDimensional

+17.4%

past year

SIZEDCORFaded: behind in that period

0–3DCOR wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

SIZE vs DCOR

YTD

iSharesSIZE

+14.9%

DCORDimensional

+15.9%

+14.9%Year to date+15.9%

−8.0%Worst drop · 1Y−8.3%

12.7%Volatility · 1Y12.2%

1.3%Yield0.9%

$434MAssets$45.0B

2–2level

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SIZE, DCOR, IWF

Today

0.15%lowest, SIZE

FundExpense ratioFee$10k

SIZE0.15%$15

DCOR0.17%$17

IWF0.18%$18

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: SIZE, DCOR, IWF

1.34%highest, SIZE

FundTrailing yieldYield$10k

SIZE1.34%$134

DCOR0.89%$89

IWF0.37%$37

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$119most kept, SIZE

SIZE$134 − $15 = $119

DCOR$89 − $17 = $72

IWF$37 − $18 = $19

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: SIZE, DCOR, IWF

Today

43.2%most shared, DCOR and IWF

SIZEDCORIWF

SIZE—43.0%21.1%

DCOR43.0%—43.2%

IWF21.1%43.2%—

End-of-day Nov 4, 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

SIZEWorst drop−8.0%12.7% vol

IWFWorst drop−15.6%18.3% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

SIZEDCOR

+14.9%Year to date+15.9%

1.3%Yield0.9%

+16.4%Past year+17.4%

0.15%Fee0.17%

2–2level

End-of-day Nov 4, 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$61.1B

1–1level

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 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%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026