DCOR vs RAFE

ADCOR

BRAFE

Measures won1–4RAFE wins · of 6 · 5Y

$10,000 · 5Y$17,377RAFE · VUG $16,326

Lowest cost0.03%VUG · $3 on $10k

Most income1.44%RAFE · $144 on $10k

Smallest drop−7.5%RAFE · worst fall in 1Y

Held in common43.9%DCOR and RAFE

U.S. Core Equity 1 Portfolio ETF Class Shares · $45.3BPIMCO RAFI ESG U.S. ETF · $177M

+21.2%3 years · per year$17,819 · $18,308+22.3%

[…]5 years · per year[…] · $17,377+11.7%

0.17%Expense ratio$17 · $29 on $10k · lower wins0.29%

0.90%12-mo yield$90 · $144 on $10k

Cards for this view

DCOR

U.S. Core Equity 1 Portfolio ETF Class Shares

[…]

RAFE

PIMCO RAFI ESG U.S.

$17,377

MeasureDCORRAFE

Fee0.17%0.29%

Cost on $10k a year$17$29

Yield0.90%1.44%

5 years, per year[…]+11.7%

3 years, per year+21.2%+22.3%

Worst drop · 1Y−8.3%−7.5%

Volatility · 1Y13.0%

#
1	BRAFE	PIMCO RAFI ESG U.S. ETFRead Desk	0.29%	1.44%	−0.6%	+23.7%	+26.3%	+22.3%	+11.7%	−7.5%	$177M
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	−0.2%	+4.9%	+3.5%	+22.1%	+10.3%	−15.1%	$232.9B
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%	$45.3B

#
1	BRAFE	PIMCO RAFI ESG U.S. ETFRead Desk	0.29%	1.44%	−0.6%	+23.7%	+26.3%	+22.3%	+11.7%	−7.5%	$177M
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	−0.2%	+4.9%	+3.5%	+22.1%	+10.3%	−15.1%	$232.9B
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%	$45.3B

Loading…