DCOR vs IWV
Dimensional US Core Equity 1 ETF vs iShares Russell 3000 ETF
Which is better, DCOR or IWV?
Nearly the same fund. DCOR costs less.
DCOR has a lower expense ratio. DCOR led over 1Y, IWV over 3Y and the full window. The two have moved almost in lockstep, correlation 0.98.
MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.
Side-by-Side Comparison
| Metric | DCOR | IWV |
|---|---|---|
| Expense Ratio | 0.14%Best | 0.20% |
| AUM | $45.6B | $20.7B |
| Dividend Yield | 0.91% | 0.88% |
| Holdings | 2,404 | 5,163 |
| YTD Return | +13.63%Best | +12.89% |
| 1Y Return | +17.92%Best | +16.39% |
| 3Y Return (annualized) | +21.02% | +21.75%Best |
| 5Y Return (annualized) | - | +11.91% |
| Volatility (annualized) | 12.3%Best | 12.6% |
| Max Drawdown | -19.1%Best | -19.3% |
| $10,000 over 3.1 years | $17,345 | $17,680Best |
| Fund Family | Dimensional | iShares by BlackRock (US) |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Blend |
| Inception | Sep 15, 2005 | May 22, 2000 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown, and the $10,000 over 3.1 years row, are measured over the window both funds cover: Sep 13, 2023 to Oct 14, 2026 (3.1 years).
DCOR vs IWV growth
Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 3.1 years both funds cover.
DCOR vs IWV Performance
Dimensional US Core Equity 1 ETF (DCOR) is an ETF from Dimensional and iShares Russell 3000 ETF (IWV) is an ETF from iShares by BlackRock (US). Over the past year DCOR returned +17.92% while IWV returned +16.39%. Year to date, DCOR is up 13.63% versus a gain of 12.89% for IWV.
Over three years, DCOR compounded at +21.02% per year against +21.75% for IWV.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
IWV has been the more volatile fund, with annualized monthly volatility of 12.6% compared with 12.3% for DCOR. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.
The deepest peak-to-trough decline in our data was -19.1% for DCOR and -19.3% for IWV. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.98. They move almost in lockstep, so holding both mostly duplicates the same exposure.
Fees and Cost Over Time
DCOR charges 0.14% per year while IWV charges 0.20%. On a $10,000 position that is $14 vs $20 annually, a gap of $6 per year that compounds over a long holding period. On income, DCOR currently yields 0.91% against 0.88% for IWV.
Holdings Overlap
We hold position weights for 543 holdings in DCOR and 2,586 in IWV, totalling 80.8% and 97.3% of the two funds. The two books name no position in common, so there is no overlap percentage to show.
0 positions in common, counted across the 543 positions we hold weights for in DCOR and 2,586 in IWV, against full books of 2,404 and 5,163.
You are not choosing between two funds in isolation.
Whichever of DCOR and IWV you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
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Frequently Asked Questions
Which is cheaper, DCOR or IWV?
DCOR has an expense ratio of 0.14% while IWV charges 0.20%. DCOR is the cheaper option, by $6 a year on a $10,000 investment.
Which performed better, DCOR or IWV?
Over the past year DCOR returned +17.92% vs +16.39% for IWV, so DCOR leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, DCOR or IWV?
IWV has been the more volatile fund at 12.6% annualized versus 12.3% for DCOR. Worst drawdown: DCOR -19.1% vs IWV -19.3%.
Should I hold both DCOR and IWV?
DCOR and IWV have a monthly-return correlation of 0.98, so they move almost identically. What is left to separate them is the fee and the index each one tracks. This is information, not a recommendation.
Which pays a higher dividend, DCOR or IWV?
DCOR yields 0.91% while IWV yields 0.88%, so DCOR currently pays the higher dividend yield.
Is IWV better than DCOR?
DCOR has a lower expense ratio. DCOR led over 1Y, IWV over 3Y and the full window. The two have moved almost in lockstep, correlation 0.98. Which one suits a particular account depends on what it is for. This is information, not a recommendation.