Compare · 3 funds side by side · dividends reinvested

STAX, DCOR and IWF

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$15,892IWF · best of the three

02 / 04

STAX, 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%+14.1%+17.3%+21.6%[…]−8.3%13.0%$45.0B1.4

Nomura Tax-Free USA Short Term ETFUS Stock Styles · Large cap0.29%3.20%+1.6%+2.1%[…][…]−2.7%1.8%$11M1.7

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.38%−2.5%−2.2%+19.8%+9.7%−14.6%19.5%$118B2.5

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

End-of-day Nov 9, 2026 · returns include dividends · since: STAX 2023 · DCOR 2005 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

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

DCOR

STAX

Nomura Tax-Free USA Short Term ETF · $11M[…]

$10,000 five years ago, dividends reinvested

DCORMeasureSTAX

+14.1%Year to dateJan 1 → Nov 9+1.6%

+17.3%1 yearTotal return+2.1%

+21.6%3 years · per year$10,000 became $17,978 · […][…]

[…]5 years · per year[…]

0.17%Expense ratio$17 · $29 a year on $10k · lower is better0.29%

0.91%Trailing 12-mo yield$91 · $320 a year on $10k3.20%

−8.3%Worst dropSmaller is better−2.7%

13.0%VolatilityLower is calmer1.8%

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

3–3Level

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

DCOR vs STAX: Top 5 Holdings

Today

DCOR

20.5%in top 5

STAX

in top 5[…]

DCORStockSTAX

6.1%AAPLnot top 5

5.2%NVDAnot top 5

4.6%MSFTnot top 5

2.8%AMZNnot top 5

1.7%METAnot top 5

Held in common[…]

End-of-day Nov 9, 2026 · share of each fund

DCOR vs STAX Returns, Every Period

DimensionalDCOR

+17.3%

past year

STAXNomura

+2.1%

past year

DCORSTAXFaded: behind in that period

2–0DCOR wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

DCOR vs STAX

YTD

DimensionalDCOR

+14.1%

STAXNomura

+1.6%

+14.1%Year to date+1.6%

−8.3%Worst drop · 1Y−2.7%

13.0%Volatility · 1Y1.8%

0.9%Yield3.2%

$45.0BAssets$11.3M

3–1STAX wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: STAX, DCOR, IWF

Today

0.17%lowest, DCOR

FundExpense ratioFee$10k

DCOR0.17%$17

IWF0.18%$18

STAX0.29%$29

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: STAX, DCOR, IWF

3.20%highest, STAX

FundTrailing yieldYield$10k

STAX3.20%$320

DCOR0.91%$91

IWF0.38%$38

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$291most kept, STAX

STAX$320 − $29 = $291

DCOR$91 − $17 = $74

IWF$38 − $18 = $20

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: STAX, DCOR, IWF

Today

42.8%most shared, DCOR and IWF

STAXDCORIWF

STAX—[…][…]

DCOR[…]—42.8%

IWF[…]42.8%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+17.3%DCOR, at 13.0% volatility

STAXWorst drop−2.7%1.8% vol

DCORWorst drop−8.3%13.0% vol

IWFWorst drop−14.6%19.5% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

STAXDCOR

+1.6%Year to date+14.1%

3.2%Yield0.9%

+2.1%Past year+17.3%

0.29%Fee0.17%

3–1DCOR wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

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

$233BAssets$61.4B

1–1level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026