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. DCOR is less concentrated, with 28.5% of the fund in its ten largest positions against 50.3%.
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 | $43.9B | $177M |
| Dividend Yield | 0.90% | 7.23% |
| Holdings | 3,172 | 114 |
| YTD Return | +14.41%Best | +12.21% |
| 1Y Return | +15.95%Best | +14.49% |
| 3Y Return (annualized) | +21.37%Best | +18.03% |
| 5Y Return (annualized) | - | +10.51% |
| Volatility (annualized) | 12.2% | 10.1%Best |
| Max Drawdown | -19.1% | -11.2%Best |
| $10,000 over 3.2 years | $17,537Best | $16,226 |
| Top 10 Weight | 28.5%Best | 50.3% |
| Fund Family | Dimensional | Franklin Templeton Investments (US) |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Blend |
| Inception | Sep 15, 2005 | May 22, 2017 |
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 11, 2026 (3.2 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 3.2 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 +15.95% while YLDE returned +14.49%. Year to date, DCOR is up 14.41% versus a gain of 12.21% for YLDE.
Over three years, DCOR compounded at +21.37% per year against +18.03% 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 12.2% 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 0.78. 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 0.90% against 7.23% for YLDE.
Holdings Overlap
10.7% of DCOR's money is in holdings YLDE also owns. 75.0% of YLDE's money is in holdings DCOR also owns.
Most of YLDE is already inside DCOR. Owning both mostly buys the same companies twice.
40 positions in common, counted across the 2,521 positions we hold weights for in DCOR and 58 in YLDE, against full books of 3,172 and 114.
What only one of them owns
Our book lists 7 positions for YLDE that do not appear in our book for DCOR (7.2% of the fund), and 1,249 for DCOR that do not appear in YLDE (86.7%).
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 YLDE | Difference |
|---|---|---|---|
| AMZNAmazon.Com Inc | 2.69% | 10.83% | 8.14% |
| METAMeta Platforms Inc | 2.01% | 4.68% | 2.67% |
| GOOGLAlphabet Inc | 1.71% | 3.62% | 1.91% |
| MAMastercard Inc | 0.69% | 3.28% | 2.59% |
| WMTWalmart Inc | 0.72% | 2.96% | 2.24% |
| EBAYEbay Inc. | 0.15% | 3.31% | 3.16% |
| VVisa Inc Class A | 0.76% | 2.56% | 1.80% |
| DASHDoordash Inc | 0.06% | 3.17% | 3.11% |
| CVNACarvana Co. Class A | 0.05% | 3.09% | 3.04% |
| COSTCostco Wholesale Corp. | 0.49% | 2.49% | 2.00% |
75.0% of YLDE 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 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 +15.95% vs +14.49% 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 12.2% 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 0.78, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
What is the holdings overlap between DCOR and YLDE?
75.0% of YLDE's money is in holdings DCOR also owns. 75.0% of YLDE's is in holdings DCOR also owns. They hold 40 positions in common, counted across the 2,521 positions we hold weights for in DCOR and 58 in YLDE.
Which pays a higher dividend, DCOR or YLDE?
DCOR yields 0.90% while YLDE yields 7.23%, 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. DCOR is less concentrated, with 28.5% of the fund in its ten largest positions against 50.3%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.