Compare · 2 funds side by side · dividends reinvested

SIZE and DCOR

SIZEiShares×DCORDimensional×

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

02 / 04

SIZE 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%0.91%+14.2%+15.7%+23.5%[…]−8.3%12.2%$45.0B1.4

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%$434M1.5

Rank among the two1st → 2ndFee, 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

Head to Head

Swap sides Versus in desk

Head to Head

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

DCOR

SIZE

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

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

DCORMeasureSIZE

+14.2%Year to dateJan 1 → Nov 3+12.9%

+15.7%1 yearTotal return+14.1%

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

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

0.17%Expense ratio$17 · $15 a year on $10k · lower is better0.15%

0.91%Trailing 12-mo yield$91 · $137 a year on $10k1.37%

−8.3%Worst dropSmaller is better−8.0%

12.2%VolatilityLower is calmer12.6%

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

4–3DCOR wins

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

More Ways to See the Pairs

DCOR vs SIZE: Top 5 Holdings

Today

DCOR

20.0%in top 5

SIZE

in top 52.0%

DCORStockSIZE

5.9%AAPLnot top 5

5.5%NVDAnot top 5

4.3%MSFTnot top 5

2.6%AMZNnot top 5

1.7%METAnot top 5

not top 5OKTA0.5%

not top 5TEAM0.4%

not top 5NTRA0.4%

not top 5SN0.4%

not top 5VEEV0.4%

Held in common43.2%

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

DCOR vs SIZE Returns, Every Period

DimensionalDCOR

+15.7%

past year

SIZEiShares

+14.1%

past year

DCORSIZEFaded: behind in that period

3–0DCOR wins

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

DCOR vs SIZE

YTD

DimensionalDCOR

+14.2%

SIZEiShares

+12.9%

+14.2%Year to date+12.9%

−8.3%Worst drop · 1Y−8.0%

12.2%Volatility · 1Y12.6%

0.9%Yield1.4%

$45.0BAssets$434M

2–2level

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

Cost, Income and Risk

Fees: SIZE, DCOR

Today

0.15%lowest, SIZE

FundExpense ratioFee$10k

SIZE0.15%$15

DCOR0.17%$17

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

Yields: SIZE, DCOR

1.37%highest, SIZE

FundTrailing yieldYield$10k

SIZE1.37%$137

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

DCOR$91 − $17 = $74

KeptFee

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

Overlap: SIZE, DCOR

Today

43.2%most shared, SIZE and DCOR

SIZEDCOR

SIZE—43.2%

DCOR43.2%—

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

Return vs Bumpiness: 2 ETFs

+15.7%DCOR, at 12.2% volatility

DCORWorst drop−8.3%12.2% vol

SIZEWorst drop−8.0%12.6% 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 Two

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