Compare · 2 funds side by side · dividends reinvested

SMMD and DCOR

SMMDiShares×DCORDimensional×

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$13,883SMMD · best of the two

02 / 04

SMMD 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 Russell 2500 ETFUS Stock Styles · Large cap0.23%1.14%+17.1%+18.7%+21.5%+6.8%−9.7%16.6%$4.2B1.5

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: SMMD 2017 · DCOR 2005

Head to Head

Swap sides Versus in desk

Head to Head

iShares Russell 2500 ETF · $4.2B$13,883

SMMD

DCOR

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

$10,000 five years ago, dividends reinvested · they hold 16.8% in common

SMMDMeasureDCOR

+17.1%Year to dateJan 1 → Nov 3+14.2%

+18.7%1 yearTotal return+15.7%

+21.5%3 years · per year$10,000 became $17,927 · $18,840+23.5%

+6.8%5 years · per year$10,000 became $13,883 · […][…]

0.23%Expense ratio$23 · $17 a year on $10k · lower is better0.17%

1.14%Trailing 12-mo yield$114 · $91 a year on $10k0.91%

−9.7%Worst dropSmaller is better−8.3%

16.6%VolatilityLower is calmer12.2%

SMMDDCOR 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

SMMD vs DCOR: Top 5 Holdings

Today

SMMD

1.6%in top 5

DCOR

in top 520.0%

SMMDStockDCOR

not top 5AAPL5.9%

not top 5NVDA5.5%

not top 5MSFT4.3%

not top 5AMZN2.6%

not top 5META1.7%

0.3%GHnot top 5

0.3%USFDnot top 5

0.3%ATInot top 5

0.3%PKGnot top 5

0.3%RSnot top 5

Held in common16.8%

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

SMMD vs DCOR Returns, Every Period

iSharesSMMD

+18.7%

past year

DCORDimensional

+15.7%

past year

SMMDDCORFaded: behind in that period

2–1SMMD wins

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

SMMD vs DCOR

YTD

iSharesSMMD

+17.1%

DCORDimensional

+14.2%

+17.1%Year to date+14.2%

−9.7%Worst drop · 1Y−8.3%

16.6%Volatility · 1Y12.2%

1.1%Yield0.9%

$4.2BAssets$45.0B

2–2level

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

Cost, Income and Risk

Fees: SMMD, DCOR

Today

0.17%lowest, DCOR

FundExpense ratioFee$10k

DCOR0.17%$17

SMMD0.23%$23

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

Yields: SMMD, DCOR

1.14%highest, SMMD

FundTrailing yieldYield$10k

SMMD1.14%$114

DCOR0.91%$91

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

Income After Fees on $10,000

$91most kept, SMMD

SMMD$114 − $23 = $91

DCOR$91 − $17 = $74

KeptFee

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

Overlap: SMMD, DCOR

Today

16.8%most shared, SMMD and DCOR

SMMDDCOR

SMMD—16.8%

DCOR16.8%—

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

Return vs Bumpiness: 2 ETFs

+18.7%SMMD, at 16.6% volatility

DCORWorst drop−8.3%12.2% vol

SMMDWorst drop−9.7%16.6% vol

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

Paid More vs Made More

YTD

SMMDDCOR

+17.1%Year to date+14.2%

1.1%Yield0.9%

+18.7%Past year+15.7%

0.23%Fee0.17%

3–1SMMD wins

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