DCOR vs SDVD
Dimensional US Core Equity 1 ETF vs FT Vest SMID Rising Dividend Achievers Target Income ETF
Which is better, DCOR or SDVD?
DCOR has been ahead.
DCOR has a lower expense ratio. DCOR led over 1Y, 3Y and the full window.
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 | SDVD |
|---|---|---|
| Expense Ratio | 0.14%Best | 0.85% |
| AUM | $45.6B | $872M |
| Dividend Yield | 0.91% | 8.68% |
| Holdings | 2,404 | 348 |
| YTD Return | +13.63%Best | +3.20% |
| 1Y Return | +17.92%Best | +6.25% |
| 3Y Return (annualized) | +21.02%Best | +13.58% |
| Volatility (annualized) | 12.3%Best | 17.5% |
| Max Drawdown | -19.1%Best | -26.6% |
| $10,000 over 3.1 years | $17,345Best | $11,537 |
| Fund Family | Dimensional | First Trust Portfolios (US) |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Blend |
| Inception | Sep 15, 2005 | Aug 9, 2023 |
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).
DCOR vs SDVD 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 SDVD Performance
Dimensional US Core Equity 1 ETF (DCOR) is an ETF from Dimensional and FT Vest SMID Rising Dividend Achievers Target Income ETF (SDVD) is an ETF from First Trust Portfolios (US). Over the past year DCOR returned +17.92% while SDVD returned +6.25%. Year to date, DCOR is up 13.63% versus a gain of 3.20% for SDVD.
Over three years, DCOR compounded at +21.02% per year against +13.58% for SDVD.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
SDVD has been the more volatile fund, with annualized monthly volatility of 17.5% 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 -26.6% for SDVD. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.80. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
DCOR charges 0.14% per year while SDVD charges 0.85%. On a $10,000 position that is $14 vs $85 annually, a gap of $71 per year that compounds over a long holding period. On income, DCOR currently yields 0.91% against 8.68% for SDVD.
Holdings Overlap
We hold position weights for 543 holdings in DCOR and 172 in SDVD, totalling 80.8% and 99.6% 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 172 in SDVD, against full books of 2,404 and 348.
You are not choosing between two funds in isolation.
Whichever of DCOR and SDVD you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, DCOR or SDVD?
DCOR has an expense ratio of 0.14% while SDVD charges 0.85%. DCOR is the cheaper option, by $71 a year on a $10,000 investment.
Which performed better, DCOR or SDVD?
Over the past year DCOR returned +17.92% vs +6.25% for SDVD, 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 SDVD?
SDVD has been the more volatile fund at 17.5% annualized versus 12.3% for DCOR. Worst drawdown: DCOR -19.1% vs SDVD -26.6%.
Should I hold both DCOR and SDVD?
DCOR and SDVD have a monthly-return correlation of 0.80, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
Which pays a higher dividend, DCOR or SDVD?
DCOR yields 0.91% while SDVD yields 8.68%, so SDVD currently pays the higher dividend yield.
Is SDVD better than DCOR?
DCOR has a lower expense ratio. DCOR led over 1Y, 3Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.