DCOR vs IQSU
Dimensional US Core Equity 1 ETF vs NYLIM Candriam US Large Cap Equity ETF
Which is better, DCOR or IQSU?
Each has led over a different period.
IQSU has a lower expense ratio. DCOR led over 3Y and the full window, IQSU over 1Y. The two have moved almost in lockstep, correlation 0.93. DCOR is less concentrated, with 27.1% of the fund in its ten largest positions against 42.1%.
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 | IQSU |
|---|---|---|
| Expense Ratio | 0.14% | 0.09%Best |
| AUM | $45.0B | $379M |
| Dividend Yield | 0.90% | 0.91% |
| Holdings | 2,548 | 810 |
| YTD Return | +13.55% | +14.32%Best |
| 1Y Return | +16.70% | +17.02%Best |
| 3Y Return (annualized) | +20.07%Best | +17.46% |
| 5Y Return (annualized) | - | +10.18% |
| Volatility (annualized) | 12.2%Best | 13.7% |
| Max Drawdown | -19.1%Best | -21.0% |
| $10,000 over 3.2 years | $17,387Best | $16,491 |
| Top 10 Weight | 27.1%Best | 42.1% |
| Fund Family | Dimensional | New York Life Investments |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Blend |
| Inception | Sep 15, 2005 | Dec 17, 2019 |
Volatility and max drawdown, and the $10,000 over 3.2 years row, are measured over the window both funds cover: Sep 13, 2023 to Nov 13, 2026 (3.2 years).
DCOR vs IQSU 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 3.2 years both funds cover.
DCOR vs IQSU Performance
Dimensional US Core Equity 1 ETF (DCOR) is an ETF from Dimensional and NYLIM Candriam US Large Cap Equity ETF (IQSU) is an ETF from New York Life Investments. Over the past year DCOR returned +16.70% while IQSU returned +17.02%. Year to date, DCOR is up 13.55% versus a gain of 14.32% for IQSU.
Over three years, DCOR compounded at +20.07% per year against +17.46% for IQSU.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
IQSU has been the more volatile fund, with annualized monthly volatility of 13.7% compared with 12.2% 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 -21.0% for IQSU. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.93. 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 IQSU charges 0.09%. On a $10,000 position that is $14 vs $9 annually, a gap of $5 per year that compounds over a long holding period. On income, DCOR currently yields 0.90% against 0.91% for IQSU.
Holdings Overlap
45.5% of DCOR's money is in holdings IQSU also owns. 96.2% of IQSU's money is in holdings DCOR also owns.
Most of IQSU is already inside DCOR. Owning both mostly buys the same companies twice.
244 positions in common, counted across the 2,519 positions we hold weights for in DCOR and 268 in IQSU, against full books of 2,548 and 810.
What only one of them owns
Our book lists 18 positions for IQSU that do not appear in our book for DCOR (3.0% of the fund), and 1,046 for DCOR that do not appear in IQSU (51.7%).
Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.
Top Shared Holdings
| Stock | Weight in DCOR | Weight in IQSU | Difference |
|---|---|---|---|
| AAPLApple, Inc | 5.87% | 10.96% | 5.09% |
| MSFTMicrosoft Corp 4.100 Feb 06 37 | 4.27% | 5.62% | 1.35% |
| AMZNAmazon.Com Inc | 2.62% | 4.74% | 2.12% |
| GOOGLAlphabet Inc., Class A | 1.38% | 4.39% | 3.01% |
| GOOGAlphabet, Inc., Class C | 1.20% | 3.79% | 2.59% |
| TSLATesla Motors Inc | 0.60% | 3.73% | 3.13% |
| MUMicron Technology, Inc. | 0.93% | 2.88% | 1.95% |
| AMDAdvanced Micro Devices Inc. | 0.39% | 2.54% | 2.15% |
| VVisa Inc - Class A Shares | 0.82% | 1.98% | 1.16% |
| MAMastercard Inc | 0.74% | 1.45% | 0.71% |
96.2% of IQSU is already inside DCOR.
You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, DCOR or IQSU?
DCOR has an expense ratio of 0.14% while IQSU charges 0.09%. IQSU is the cheaper option, by $5 a year on a $10,000 investment.
Which performed better, DCOR or IQSU?
Over the past year DCOR returned +16.70% vs +17.02% for IQSU, so IQSU leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, DCOR or IQSU?
IQSU has been the more volatile fund at 13.7% annualized versus 12.2% for DCOR. Worst drawdown: DCOR -19.1% vs IQSU -21.0%.
Should I hold both DCOR and IQSU?
DCOR and IQSU have a monthly-return correlation of 0.93, 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.
What is the holdings overlap between DCOR and IQSU?
96.2% of IQSU's money is in holdings DCOR also owns. 96.2% of IQSU's is in holdings DCOR also owns. They hold 244 positions in common, counted across the 2,519 positions we hold weights for in DCOR and 268 in IQSU.
Which pays a higher dividend, DCOR or IQSU?
DCOR yields 0.90% while IQSU yields 0.91%, so IQSU currently pays the higher dividend yield.
Is IQSU better than DCOR?
IQSU has a lower expense ratio. DCOR led over 3Y and the full window, IQSU over 1Y. The two have moved almost in lockstep, correlation 0.93. DCOR is less concentrated, with 27.1% of the fund in its ten largest positions against 42.1%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.