Compare · 2 funds side by side · dividends reinvested

SUSA and DCOR

SUSAiShares×DCORDimensional×

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,411SUSA · best of the two

02 / 04

SUSA 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%0.89%+15.9%+17.4%+23.6%[…]−8.3%12.2%$45.6B1.0

iShares ESG Optimized MSCI USA ETFUS Stock Styles · Large cap0.25%0.82%+13.7%+13.6%+23.6%+10.4%−9.7%13.3%$4.1B1.9

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 4, 2026 · returns include dividends · since: SUSA 2005 · DCOR 2005

Head to Head

Swap sides Versus in desk

Head to Head

iShares ESG Optimized MSCI USA ETF · $4.1B$16,411

SUSA

DCOR

U.S. Core Equity 1 Portfolio ETF Class Shares · $45.6B[…]

$10,000 five years ago, dividends reinvested · they hold 47.7% in common

SUSAMeasureDCOR

+13.7%Year to dateJan 1 → Nov 4+15.9%

+13.6%1 yearTotal return+17.4%

+23.6%3 years · per year$10,000 became $18,867 · $18,904+23.6%

+10.4%5 years · per year$10,000 became $16,411 · […][…]

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

0.82%Trailing 12-mo yield$82 · $89 a year on $10k0.89%

−9.7%Worst dropSmaller is better−8.3%

13.3%VolatilityLower is calmer12.2%

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

0–6DCOR wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

SUSA vs DCOR: Top 5 Holdings

Today

SUSA

23.3%in top 5

DCOR

in top 520.2%

SUSAStockDCOR

6.9%NVDA5.7%

6.7%AAPL5.8%

4.6%MSFT4.4%

not top 5AMZN2.7%

2.6%GOOGnot top 5

2.4%AVGOnot top 5

not top 5META1.7%

Held in common47.7%

End-of-day Nov 4, 2026 · share of each fund

SUSA vs DCOR Returns, Every Period

iSharesSUSA

+13.6%

past year

DCORDimensional

+17.4%

past year

SUSADCORFaded: behind in that period

0–2DCOR wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

SUSA vs DCOR

YTD

iSharesSUSA

+13.7%

DCORDimensional

+15.9%

+13.7%Year to date+15.9%

−9.7%Worst drop · 1Y−8.3%

13.3%Volatility · 1Y12.2%

0.8%Yield0.9%

$4.1BAssets$45.6B

4–0DCOR wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SUSA, DCOR

Today

0.17%lowest, DCOR

FundExpense ratioFee$10k

DCOR0.17%$17

SUSA0.25%$25

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: SUSA, DCOR

0.89%highest, DCOR

FundTrailing yieldYield$10k

DCOR0.89%$89

SUSA0.82%$82

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$72most kept, DCOR

DCOR$89 − $17 = $72

SUSA$82 − $25 = $57

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: SUSA, DCOR

Today

47.7%most shared, SUSA and DCOR

SUSADCOR

SUSA—47.7%

DCOR47.7%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+17.4%DCOR, at 12.2% volatility

DCORWorst drop−8.3%12.2% vol

SUSAWorst drop−9.7%13.3% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

DCORSUSA

+15.9%Year to date+13.7%

0.9%Yield0.8%

+17.4%Past year+13.6%

0.17%Fee0.25%

4–0DCOR wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026