Compare · 2 funds side by side · dividends reinvested

SPHB and DCOR

SPHBInvesco×DCORDimensional×

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$18,135SPHB · best of the two

02 / 04

SPHB 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

Invesco S&P 500 High Beta ETFUS Stock Styles · Large cap0.25%0.55%+17.7%+19.8%+30.2%+12.6%−14.1%28.6%$807M1.5

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: SPHB 2011 · DCOR 2005

Head to Head

Swap sides Versus in desk

Head to Head

Invesco S&P 500 High Beta ETF · $807M$18,135

SPHB

DCOR

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

$10,000 five years ago, dividends reinvested · they hold 16.4% in common

SPHBMeasureDCOR

+17.7%Year to dateJan 1 → Nov 3+14.2%

+19.8%1 yearTotal return+15.7%

+30.2%3 years · per year$10,000 became $22,081 · $18,840+23.5%

+12.6%5 years · per year$10,000 became $18,135 · […][…]

0.25%Expense ratio$25 · $17 a year on $10k · lower is better0.17%

0.55%Trailing 12-mo yield$55 · $91 a year on $10k0.91%

−14.1%Worst dropSmaller is better−8.3%

28.6%VolatilityLower is calmer12.2%

SPHBDCOR 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

SPHB vs DCOR: Top 5 Holdings

Today

SPHB

10.6%in top 5

DCOR

in top 520.0%

SPHBStockDCOR

not top 5AAPL5.9%

not top 5NVDA5.5%

not top 5MSFT4.3%

3.4%MRNAnot top 5

not top 5AMZN2.6%

2.0%SNDKnot top 5

1.8%MUnot top 5

1.8%AMDnot top 5

not top 5META1.7%

1.7%SMCInot top 5

Held in common16.4%

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

SPHB vs DCOR Returns, Every Period

InvescoSPHB

+19.8%

past year

DCORDimensional

+15.7%

past year

SPHBDCORFaded: behind in that period

3–0SPHB wins

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

SPHB vs DCOR

YTD

InvescoSPHB

+17.7%

DCORDimensional

+14.2%

+17.7%Year to date+14.2%

−14.1%Worst drop · 1Y−8.3%

28.6%Volatility · 1Y12.2%

0.6%Yield0.9%

$807MAssets$45.0B

3–1DCOR wins

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

Cost, Income and Risk

Fees: SPHB, DCOR

Today

0.17%lowest, DCOR

FundExpense ratioFee$10k

DCOR0.17%$17

SPHB0.25%$25

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

Yields: SPHB, DCOR

0.91%highest, DCOR

FundTrailing yieldYield$10k

DCOR0.91%$91

SPHB0.55%$55

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

Income After Fees on $10,000

$74most kept, DCOR

DCOR$91 − $17 = $74

SPHB$55 − $25 = $30

KeptFee

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

Overlap: SPHB, DCOR

Today

16.4%most shared, SPHB and DCOR

SPHBDCOR

SPHB—16.4%

DCOR16.4%—

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

Return vs Bumpiness: 2 ETFs

+19.8%SPHB, at 28.6% volatility

DCORWorst drop−8.3%12.2% vol

SPHBWorst drop−14.1%28.6% vol

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

Paid More vs Made More

YTD

DCORSPHB

+14.2%Year to date+17.7%

0.9%Yield0.6%

+15.7%Past year+19.8%

0.17%Fee0.25%

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