Compare · 2 funds side by side · dividends reinvested

USMC and DCOR

USMCPrincipal×DCORDimensional×

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$18,971USMC · best of the two

02 / 04

USMC 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%$45.0B1.1

Principal U.S. Mega-Cap ETFUS Stock Styles · Large cap0.12%0.74%+11.1%+9.8%+23.4%+13.7%−10.0%12.6%$4.9B1.8

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: USMC 2017 · DCOR 2005

Head to Head

Swap sides Versus in desk

Head to Head

Principal U.S. Mega-Cap ETF · $4.9B$18,971

USMC

DCOR

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

$10,000 five years ago, dividends reinvested · they hold 37.2% in common

USMCMeasureDCOR

+11.1%Year to dateJan 1 → Nov 4+15.9%

+9.8%1 yearTotal return+17.4%

+23.4%3 years · per year$10,000 became $18,806 · $18,904+23.6%

+13.7%5 years · per year$10,000 became $18,971 · […][…]

0.12%Expense ratio$12 · $17 a year on $10k · lower is better0.17%

0.74%Trailing 12-mo yield$74 · $89 a year on $10k0.89%

−10.0%Worst dropSmaller is better−8.3%

12.6%VolatilityLower is calmer12.2%

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

1–6DCOR wins

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

More Ways to See the Pairs

USMC vs DCOR: Top 5 Holdings

Today

USMC

31.5%in top 5

DCOR

in top 520.2%

USMCStockDCOR

7.6%NVDA5.7%

7.4%AAPL5.8%

5.9%MSFT4.4%

5.4%MAnot top 5

5.2%COSTnot top 5

not top 5AMZN2.7%

not top 5META1.7%

Held in common37.2%

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

USMC vs DCOR Returns, Every Period

PrincipalUSMC

+9.8%

past year

DCORDimensional

+17.4%

past year

USMCDCORFaded: behind in that period

0–3DCOR wins

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

USMC vs DCOR

YTD

PrincipalUSMC

+11.1%

DCORDimensional

+15.9%

+11.1%Year to date+15.9%

−10.0%Worst drop · 1Y−8.3%

12.6%Volatility · 1Y12.2%

0.7%Yield0.9%

$4.9BAssets$45.0B

4–0DCOR wins

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

Cost, Income and Risk

Fees: USMC, DCOR

Today

0.12%lowest, USMC

FundExpense ratioFee$10k

USMC0.12%$12

DCOR0.17%$17

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

Yields: USMC, DCOR

0.89%highest, DCOR

FundTrailing yieldYield$10k

DCOR0.89%$89

USMC0.74%$74

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

Income After Fees on $10,000

$72most kept, DCOR

DCOR$89 − $17 = $72

USMC$74 − $12 = $62

KeptFee

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

Overlap: USMC, DCOR

Today

37.2%most shared, USMC and DCOR

USMCDCOR

USMC—37.2%

DCOR37.2%—

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

USMCWorst drop−10.0%12.6% vol

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

Paid More vs Made More

YTD

DCORUSMC

+15.9%Year to date+11.1%

0.9%Yield0.7%

+17.4%Past year+9.8%

0.17%Fee0.12%

3–1DCOR 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%

$121BAssets$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%

$41.8BAssets$46.0B

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%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026