Compare · 3 funds side by side · dividends reinvested

SMMD, DCOR and IWF

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$15,699IWF · best of the three

Story of the three · IncomeMost incomeSMMD · 1.14% · $114 a year on $10k

Story of the three · RiskSmallest drop

SMMD, 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%0.91%+13.8%+16.5%+21.0%[…]−8.3%13.0%$44.8B1.4

iShares Russell 2500 ETFUS Stock Styles · Large cap0.23%1.14%+17.5%+20.6%+19.0%+6.5%−9.7%17.2%$4.2B1.9

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.38%−3.4%−2.9%+19.1%+9.4%−14.6%19.5%$117B2.5

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

End-of-day Nov 10, 2026 · returns include dividends · since: SMMD 2017 · DCOR 2005 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

5Y

iShares Russell 2500 ETF · $4.2B$13,672

SMMD

DCOR

U.S. Core Equity 1 Portfolio ETF Class Shares · $44.8B[…]

$10,000 five years ago, dividends reinvested · they hold 16.9% in common

SMMD

More Ways to See the Pairs

SMMD vs DCOR: Top 5 Holdings

Today

SMMD

1.7%in top 5

DCOR

in top 520.2%

SMMDStockDCOR

not top 5AAPL6.1%

not top 5NVDA4.9%

not top 5MSFT4.6%

not top 5AMZN2.9%

not top 5META

Cost, Income and Risk

Fees: SMMD, DCOR, IWF

Today

0.17%lowest, DCOR

FundExpense ratioFee$10k

DCOR0.17%$17

IWF0.18%$18

SMMD0.23%$23

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

Yields: SMMD, DCOR, IWF

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+3.4%

SCHGSchwab

+4.1%

+3.4%Year to date+4.1%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$61.0B

1–1level

End-of-day Nov 10, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.8%

VIGVanguard

+15.1%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.0%

JEPIJ.P. Morgan

+7.6%

Measure

DCOR

+17.5%Year to dateJan 1 → Nov 10+13.8%

+20.6%1 yearTotal return+16.5%

+19.0%3 years · per year$10,000 became $16,872 · $17,719+21.0%

+6.5%5 years · per year$10,000 became $13,672 · […][…]

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%

17.2%VolatilityLower is calmer13.0%

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

3–4DCOR wins

End-of-day Nov 10, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

1.8%

0.3%ATInot top 5

0.3%USFDnot top 5

0.3%RGLDnot top 5

0.3%VTRSnot top 5

0.3%THCnot top 5

Held in common16.9%

End-of-day Nov 10, 2026 · share of each fund

SMMD vs DCOR Returns, Every Period

1Y

iSharesSMMD

+20.6%

past year

DCORDimensional

+16.5%

past year

SMMDDCORFaded: behind in that period

2–1SMMD wins

End-of-day Nov 10, 2026 · dividends in · faded = behind in that period

SMMD vs DCOR

YTD

iSharesSMMD

+17.5%

DCORDimensional

+13.8%

+17.5%Year to date+13.8%

−9.7%Worst drop · 1Y−8.3%

17.2%Volatility · 1Y13.0%

1.1%Yield0.9%

$4.2BAssets$44.8B

2–2level

End-of-day Nov 10, 2026 · smaller drop and lower volatility win

1Y

1.14%highest, SMMD

FundTrailing yieldYield$10k

SMMD1.14%$114

DCOR0.91%$91

IWF0.38%$38

End-of-day Nov 10, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$91most kept, SMMD

SMMD$114 − $23 = $91

DCOR$91 − $17 = $74

IWF$38 − $18 = $20

KeptFee

End-of-day Nov 10, 2026 · yield in dollars minus the fee

Overlap: SMMD, DCOR, IWF

Today

42.9%most shared, DCOR and IWF

SMMDDCORIWF

SMMD—16.9%2.4%

DCOR16.9%—42.9%

IWF2.4%42.9%—

End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+20.6%SMMD, at 17.2% volatility

DCORWorst drop−8.3%13.0% vol

SMMDWorst drop−9.7%17.2% vol

IWFWorst drop−14.6%19.5% vol

End-of-day Nov 10, 2026 · up and left is better

Paid More vs Made More

YTD

SMMDDCOR

+17.5%Year to date+13.8%

1.1%Yield0.9%

+20.6%Past year+16.5%

0.23%Fee0.17%

3–1SMMD wins

End-of-day Nov 10, 2026

+33.8%Year to date+15.1%

2.9%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 10, 2026

+6.0%Year to date+7.6%

12.4%Yield7.9%

$42.0BAssets$46.6B

1–1level

End-of-day Nov 10, 2026

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SMMD, DCOR and IWF

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three