DCOR vs. ^SP500TR
Compare and contrast key facts about Dimensional US Core Equity 1 ETF (DCOR) and S&P 500 Total Return (^SP500TR).
DCOR is an actively managed fund by Dimensional. It was launched on Sep 12, 2023.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: DCOR or ^SP500TR.
Correlation
The correlation between DCOR and ^SP500TR 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. ^SP500TR - Performance Comparison
Key characteristics
DCOR:
1.68
^SP500TR:
1.87
DCOR:
2.32
^SP500TR:
2.52
DCOR:
1.31
^SP500TR:
1.34
DCOR:
2.62
^SP500TR:
2.82
DCOR:
9.38
^SP500TR:
11.69
DCOR:
2.26%
^SP500TR:
2.04%
DCOR:
12.63%
^SP500TR:
12.77%
DCOR:
-8.98%
^SP500TR:
-55.25%
DCOR:
-0.40%
^SP500TR:
0.00%
Returns By Period
The year-to-date returns for both investments are quite close, with DCOR having a 4.52% return and ^SP500TR slightly higher at 4.64%.
DCOR
4.52%
2.10%
9.33%
22.63%
N/A
N/A
^SP500TR
4.64%
2.57%
10.02%
25.16%
14.82%
13.33%
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Risk-Adjusted Performance
DCOR vs. ^SP500TR — Risk-Adjusted Performance Rank
DCOR
^SP500TR
DCOR vs. ^SP500TR - Risk-Adjusted Performance Comparison
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.
Drawdowns
DCOR vs. ^SP500TR - Drawdown Comparison
The maximum DCOR drawdown since its inception was -8.98%, 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. For additional features, visit the drawdowns tool.
Volatility
DCOR vs. ^SP500TR - Volatility Comparison
Dimensional US Core Equity 1 ETF (DCOR) and S&P 500 Total Return (^SP500TR) have volatilities of 2.93% and 3.07%, 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.