DCOR vs. SPLG
Compare and contrast key facts about Dimensional US Core Equity 1 ETF (DCOR) and SPDR Portfolio S&P 500 ETF (SPLG).
DCOR and SPLG are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. DCOR is an actively managed fund by Dimensional. It was launched on Sep 12, 2023. SPLG is a passively managed fund by State Street that tracks the performance of the S&P 500 Index. It was launched on Nov 15, 2005.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: DCOR or SPLG.
Correlation
The correlation between DCOR and SPLG is 0.95, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
DCOR vs. SPLG - Performance Comparison
Key characteristics
DCOR:
1.86
SPLG:
2.22
DCOR:
2.53
SPLG:
2.95
DCOR:
1.34
SPLG:
1.42
DCOR:
2.92
SPLG:
3.26
DCOR:
11.70
SPLG:
14.44
DCOR:
2.01%
SPLG:
1.90%
DCOR:
12.68%
SPLG:
12.37%
DCOR:
-8.98%
SPLG:
-54.50%
DCOR:
-4.32%
SPLG:
-2.90%
Returns By Period
In the year-to-date period, DCOR achieves a 21.68% return, which is significantly lower than SPLG's 25.49% return.
DCOR
21.68%
-1.29%
8.75%
22.20%
N/A
N/A
SPLG
25.49%
0.01%
8.64%
27.50%
14.74%
13.13%
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DCOR vs. SPLG - Expense Ratio Comparison
DCOR has a 0.14% expense ratio, which is higher than SPLG's 0.03% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Risk-Adjusted Performance
DCOR vs. SPLG - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Dimensional US Core Equity 1 ETF (DCOR) and SPDR Portfolio S&P 500 ETF (SPLG). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Dividends
DCOR vs. SPLG - Dividend Comparison
DCOR's dividend yield for the trailing twelve months is around 0.60%, less than SPLG's 0.92% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DCOR Dimensional US Core Equity 1 ETF | 0.60% | 0.40% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
SPLG SPDR Portfolio S&P 500 ETF | 0.92% | 1.44% | 1.69% | 1.25% | 1.54% | 1.79% | 2.23% | 1.75% | 1.97% | 1.98% | 1.79% | 1.71% |
Drawdowns
DCOR vs. SPLG - Drawdown Comparison
The maximum DCOR drawdown since its inception was -8.98%, smaller than the maximum SPLG drawdown of -54.50%. Use the drawdown chart below to compare losses from any high point for DCOR and SPLG. For additional features, visit the drawdowns tool.
Volatility
DCOR vs. SPLG - Volatility Comparison
Dimensional US Core Equity 1 ETF (DCOR) has a higher volatility of 3.96% compared to SPDR Portfolio S&P 500 ETF (SPLG) at 3.71%. This indicates that DCOR's price experiences larger fluctuations and is considered to be riskier than SPLG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.