DCOR vs IVV
Dimensional US Core Equity 1 ETF vs iShares Core S&P 500 ETF
Quick Verdict
IVV has a lower expense ratio. DCOR delivered stronger 1-year returns. DCOR offers more diversification with 2,372 holdings.
Side-by-Side Comparison
| Metric | DCOR | IVV | Winner |
|---|---|---|---|
| Expense Ratio | 0.14% | 0.03% | |
| AUM | $3.5B | $907.0B | |
| Dividend Yield | 0.93% | 1.10% | |
| Holdings | 2,372 | 508 | |
| YTD Return | +14.84% | +12.76% | |
| 1Y Return | +21.49% | +20.14% | |
| 3Y Return (annualized) | +20.85% | +21.69% | |
| 5Y Return (annualized) | - | +13.00% | |
| Volatility (annualized) | 12.6% | 15.1% | |
| Max Drawdown | -19.1% | -56.5% | |
| Fund Family | Dimensional | iShares by BlackRock (US) | |
| Category | Equity | Equity | |
| Inception | Sep 12, 2023 | May 15, 2000 |
DCOR vs IVV Performance
Dimensional US Core Equity 1 ETF (DCOR) is a ETF from Dimensional and iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US). Over the past year DCOR returned +21.49% while IVV returned +20.14%. Year to date, DCOR is up 14.84% versus a gain of 12.76% for IVV.
Over three years, DCOR compounded at +20.85% per year against +21.69% for IVV. Across the full 3-year window we track, DCOR has the edge at +20.85% annualized vs +6.99%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
IVV has been the more volatile fund, with annualized monthly volatility of 15.1% compared with 12.6% 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 -56.5% for IVV. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
The two funds' monthly returns correlate at 0.97. 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 IVV charges 0.03%. On a $10,000 position that is $14 vs $3 annually, a gap of $11 per year that compounds over a long holding period. On income, DCOR currently yields 0.93% against 1.10% for IVV.
Holdings Overlap
DCOR and IVV share 455 holdings out of 2439 unique holdings combined, representing a 72.1% weight overlap.
High overlap means holding both may not provide much additional diversification.
Frequently Asked Questions
Which is cheaper, DCOR or IVV?
DCOR has an expense ratio of 0.14% while IVV charges 0.03%. IVV is the cheaper option. On a $10,000 investment, that is $11 per year of difference.
Which performed better, DCOR or IVV?
Over the past year DCOR returned +21.49% vs +20.14% for IVV, so DCOR leads on 1-year performance. Over the longest common window we track (3 years), DCOR annualized +20.85% vs +6.99% for IVV. Past performance does not guarantee future results.
Which is riskier, DCOR or IVV?
IVV has been the more volatile fund at 15.1% annualized versus 12.6% for DCOR. Worst drawdown: DCOR -19.1% vs IVV -56.5%.
Should I hold both DCOR and IVV?
DCOR and IVV have a monthly-return correlation of 0.97, so they move almost identically. Holding both adds little diversification - most investors pick one, usually on fees or the specific index tracked.
What is the holdings overlap between DCOR and IVV?
DCOR and IVV share 455 common holdings with a 72.1% weight overlap. Combined, they hold 2439 unique securities.
Which pays a higher dividend, DCOR or IVV?
DCOR yields 0.93% while IVV yields 1.10%, so IVV currently pays the higher dividend yield.
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