AVSU vs DCOR

AVSU vs DCOR

Which is better, AVSU or DCOR?

Nearly the same fund. DCOR costs less.

DCOR has a lower expense ratio. AVSU led over 1Y, 3Y and the full window. The two have moved almost in lockstep, correlation 0.99.

Lower Fees: DCORHigher Returns: AVSU

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

MetricAVSUDCOR
Expense Ratio0.15%0.14%Best
AUM$491M$45.6B
Dividend Yield0.89%0.91%
Holdings1,3562,404
YTD Return+15.56%Best+13.63%
1Y Return+21.64%Best+17.92%
3Y Return (annualized)+22.00%Best+21.02%
Volatility (annualized)13.9%12.3%Best
Max Drawdown-20.2%-19.1%Best
$10,000 over 3.1 years$17,877Best$17,345
Fund FamilyAvantis InvestorsDimensional
CategoryEquityEquity
StyleLarge Cap BlendLarge Cap Blend
InceptionMar 15, 2022Sep 15, 2005

Not shown on this pair: 5Y Return (annualized), 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).

AVSU vs DCOR 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.

Compare AVSU against instead:AVSU vs SPYAVSU vs QQQAVSU vs VOOAVSU vs VTIDCOR against:DCOR vs VXUS

AVSU vs DCOR Performance

Avantis Responsible US Equity ETF (AVSU) is an ETF from Avantis Investors and Dimensional US Core Equity 1 ETF (DCOR) is an ETF from Dimensional. Over the past year AVSU returned +21.64% while DCOR returned +17.92%. Year to date, AVSU is up 15.56% versus a gain of 13.63% for DCOR.

Over three years, AVSU compounded at +22.00% per year against +21.02% for DCOR.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

AVSU has been the more volatile fund, with annualized monthly volatility of 13.9% 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 -20.2% for AVSU and -19.1% for DCOR. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.99. They move almost in lockstep, so holding both mostly duplicates the same exposure.

Fees and Cost Over Time

AVSU charges 0.15% per year while DCOR charges 0.14%. On a $10,000 position that is $15 vs $14 annually, a gap of $1 per year that compounds over a long holding period. On income, AVSU currently yields 0.89% against 0.91% for DCOR.

Holdings Overlap

We hold position weights for 999 holdings in AVSU and 543 in DCOR, totalling 97.1% and 80.8% 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 999 positions we hold weights for in AVSU and 543 in DCOR, against full books of 1,356 and 2,404.

You are not choosing between two funds in isolation.

Whichever of AVSU and DCOR you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

AVSUDCOR

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Frequently Asked Questions

Which is cheaper, AVSU or DCOR?

AVSU has an expense ratio of 0.15% while DCOR charges 0.14%. DCOR is the cheaper option, by $1 a year on a $10,000 investment.

Which performed better, AVSU or DCOR?

Over the past year AVSU returned +21.64% vs +17.92% for DCOR, so AVSU leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, AVSU or DCOR?

AVSU has been the more volatile fund at 13.9% annualized versus 12.3% for DCOR. Worst drawdown: AVSU -20.2% vs DCOR -19.1%.

Should I hold both AVSU and DCOR?

AVSU and DCOR have a monthly-return correlation of 0.99, 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, AVSU or DCOR?

AVSU yields 0.89% while DCOR yields 0.91%, so DCOR currently pays the higher dividend yield.

Is DCOR better than AVSU?

DCOR has a lower expense ratio. AVSU led over 1Y, 3Y and the full window. The two have moved almost in lockstep, correlation 0.99. Which one suits a particular account depends on what it is for. This is information, not a recommendation.