DCOR vs YLDE
Dimensional US Core Equity 1 ETF vs Franklin ClearBridge Enhanced Income ETF
Which is better, DCOR or YLDE?
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 | YLDE |
|---|---|---|
| Expense Ratio | 0.14%Best | 0.48% |
| AUM | $45.6B | $176M |
| Dividend Yield | 0.91% | 7.54% |
| Holdings | 2,404 | 110 |
| YTD Return | +14.59%Best | +9.78% |
| 1Y Return | +18.55%Best | +12.38% |
| 3Y Return (annualized) | +21.34%Best | +17.17% |
| 5Y Return (annualized) | - | +10.67% |
| Volatility (annualized) | 12.3% | 10.1%Best |
| Max Drawdown | -19.1% | -11.2%Best |
| $10,000 over 3.1 years | $17,485Best | $15,813 |
| Fund Family | Dimensional | Franklin Templeton Investments (US) |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Blend |
| Inception | Sep 15, 2005 | May 22, 2017 |
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 15, 2026 (3.1 years).
DCOR vs YLDE 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 YLDE Performance
Dimensional US Core Equity 1 ETF (DCOR) is an ETF from Dimensional and Franklin ClearBridge Enhanced Income ETF (YLDE) is an ETF from Franklin Templeton Investments (US). Over the past year DCOR returned +18.55% while YLDE returned +12.38%. Year to date, DCOR is up 14.59% versus a gain of 9.78% for YLDE.
Over three years, DCOR compounded at +21.34% per year against +17.17% for YLDE.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
DCOR has been the more volatile fund, with annualized monthly volatility of 12.3% compared with 10.1% for YLDE. 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 -11.2% for YLDE. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.81. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
DCOR charges 0.14% per year while YLDE charges 0.48%. On a $10,000 position that is $14 vs $48 annually, a gap of $34 per year that compounds over a long holding period. On income, DCOR currently yields 0.91% against 7.54% for YLDE.
Holdings Overlap
We hold position weights for 543 holdings in DCOR and 48 in YLDE, totalling 80.8% and 100.5% 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 48 in YLDE, against full books of 2,404 and 110.
You are not choosing between two funds in isolation.
Whichever of DCOR and YLDE 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 YLDE?
DCOR has an expense ratio of 0.14% while YLDE charges 0.48%. DCOR is the cheaper option, by $34 a year on a $10,000 investment.
Which performed better, DCOR or YLDE?
Over the past year DCOR returned +18.55% vs +12.38% for YLDE, 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 YLDE?
DCOR has been the more volatile fund at 12.3% annualized versus 10.1% for YLDE. Worst drawdown: DCOR -19.1% vs YLDE -11.2%.
Should I hold both DCOR and YLDE?
DCOR and YLDE have a monthly-return correlation of 0.81, 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 YLDE?
DCOR yields 0.91% while YLDE yields 7.54%, so YLDE currently pays the higher dividend yield.
Is YLDE 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.