DCOR vs. ^SP500TR

In the year-to-date period, DCOR achieves a 0.07% return, which is significantly lower than ^SP500TR's 1.06% return.

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This table presents a comparison of risk-adjusted performance metrics for Dimensional US Core Equity 1 ETF (DCOR) and S&P 500 Total Return (^SP500TR). 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.

The current DCOR Sharpe Ratio is 0.59, which is comparable to the ^SP500TR Sharpe Ratio of 0.70. The chart below compares the historical Sharpe Ratios of DCOR and ^SP500TR, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

The maximum DCOR drawdown since its inception was -19.10%, smaller than the maximum ^SP500TR drawdown of -55.25%. Use the drawdown chart below to compare losses from any high point for DCOR and ^SP500TR.

Dimensional US Core Equity 1 ETF (DCOR) and S&P 500 Total Return (^SP500TR) have volatilities of 4.94% and 4.77%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.