DCOR vs DFUS

ADCOR

BDFUS

Measures won3–2DCOR wins · of 6 · 5Y

$10,000 · 5Y$17,108DFUS · IJH $13,809

Lowest cost0.05%IJH · $5 on $10k

Most income1.22%IJH · $122 on $10k

Smallest drop−8.3%DCOR · worst fall in 1Y

Held in common81.7%DCOR and DFUS

U.S. Core Equity 1 Portfolio ETF Class Shares · $45.0BDimensional U.S. Equity ETF · $21.6B

+21.2%3 years · per year$17,819 · $17,995+21.6%

[…]5 years · per year[…] · $17,108+11.3%

0.17%Expense ratio$17 · $9 on $10k · lower wins0.09%

0.90%12-mo yield$90 · $87 on $10k

Cards for this view

DCOR

U.S. Core Equity 1 Portfolio ETF Class Shares

[…]

DFUS

Dimensional U.S. Equity

$17,108

MeasureDCORDFUS

Fee0.17%0.09%

Cost on $10k a year$17$9

Yield0.90%0.87%

5 years, per year[…]+11.3%

3 years, per year+21.2%+21.6%

Worst drop · 1Y−8.3%−9.0%

Volatility · 1Y13.0%

#
1	BDFUS	Dimensional U.S. Equity ETFRead Desk	0.09%	0.87%	−0.4%	+12.1%	+12.3%	+21.6%	+11.3%	−9.0%	$21.6B
2	IJH	iShares Core S&P Mid-Cap ETFRead Desk	0.05%	1.22%	−1.2%	+12.8%	+14.5%	+16.3%	+6.7%	−8.8%	$124.0B
3	ADCOR	U.S. Core Equity 1 Portfolio ETF Class SharesRead Desk	0.17%	0.90%	−0.5%	+14.4%	+15.3%	+21.2%	new	−8.3%	$45.0B

#
1	BDFUS	Dimensional U.S. Equity ETFRead Desk	0.09%	0.87%	−0.4%	+12.1%	+12.3%	+21.6%	+11.3%	−9.0%	$21.6B
2	IJH	iShares Core S&P Mid-Cap ETFRead Desk	0.05%	1.22%	−1.2%	+12.8%	+14.5%	+16.3%	+6.7%	−8.8%	$124.0B
3	ADCOR	U.S. Core Equity 1 Portfolio ETF Class SharesRead Desk	0.17%	0.90%	−0.5%	+14.4%	+15.3%	+21.2%	new	−8.3%	$45.0B

Loading…