PRFZ vs DCOR

Comparison between INVESCO RAFI US 1500 SMALL-MID ETF (PRFZ, ETF) and DIMENSIONAL US CORE EQUITY 1 ETF (DCOR, ETF).

PRFZ vs DCOR - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	PRFZ(ETF)	DCOR(ETF)
Net Assets	$2.90B	$3B
Expense Ratio	0.34%	0.14%
Max Drawdown	63.04%	19.58%
Sharpe Ratio	1.52	1.96
5Y Beta	1.04	0.94
P/E Ratio	-29.44	25.12
Forward P/E	14.42	18.05
5Y Dividends CAGR	6.33%	N/A
5Y EPS CAGR	11.22%	21.55%
P/S Ratio	1.13	2.29
P/B Ratio	2.06	3.87

Net Assets

PRFZ

$2.90B

Winner

DCOR

$3B

Expense Ratio

PRFZ

0.34%

Winner

DCOR

0.14%

Max Drawdown

PRFZ

63.04%

Winner

DCOR

19.58%

Sharpe Ratio

PRFZ

1.52

Winner

DCOR

1.96

5Y Beta

PRFZ

1.04

Winner

DCOR

0.94

P/E Ratio

Winner

PRFZ

-29.44

DCOR

25.12

Forward P/E

Winner

PRFZ

14.42

DCOR

18.05

5Y Dividends CAGR

PRFZ

6.33%

DCOR

N/A

5Y EPS CAGR

PRFZ

11.22%

Winner

DCOR

21.55%

P/S Ratio

Winner

PRFZ

1.13

DCOR

2.29

P/B Ratio

Winner

PRFZ

2.06

DCOR

3.87

PRFZ vs DCOR - Holdings Comparison

PRFZ and DCOR have 877 common holdings. Overlap is 8.36%

PRFZ's top 25 holdings weight is 8.24%. DCOR's top 25 holdings weight is 36.48%.

Rank	PRFZ	DCOR
#1	n/a (OPEN) - 1.08%	NVIDIA CORP (NVDA) - 5.78%
#2	APPLOVIN CORP ORDINARY SHARES CLASS A (APP) - 0.60%	APPLE INC (AAPL) - 4.81%
#3	PRIMORIS SERVICES CORP (PRIM) - 0.42%	MICROSOFT CORP (MSFT) - 4.81%
#4	IONIS PHARMACEUTICALS INC (IONS) - 0.37%	AMAZON.COM INC (AMZN) - 2.67%
#5	PITNEY BOWES INC (PBI) - 0.34%	META PLATFORMS INC CLASS A (META) - 2.11%
#6	ADTALEM GLOBAL EDUCATION INC (ATGE) - 0.34%	ALPHABET INC CLASS A (GOOGL) - 1.56%
#7	MANHATTAN ASSOCIATES INC (MANH) - 0.34%	BROADCOM INC (AVGO) - 1.39%
#8	INVESCO SHRT-TRM INV GOV&AGCY INSTL (AGPXX) - 0.31%	JPMORGAN CHASE & CO (JPM) - 1.33%
#9	HECLA MINING CO (HL) - 0.30%	ALPHABET INC CLASS C (GOOG) - 1.32%
#10	ATLANTIC UNION BANKSHARES CORP (AUB) - 0.30%	BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.04%
#11	CARPENTER TECHNOLOGY CORP (CRS) - 0.30%	ELI LILLY AND CO (LLY) - 0.99%
#12	SOFI TECHNOLOGIES INC ORDINARY SHARES (SOFI) - 0.29%	EXXON MOBIL CORP (XOM) - 0.89%
#13	GRANITE CONSTRUCTION INC (GVA) - 0.29%	VISA INC CLASS A (V) - 0.79%
#14	FTAI AVIATION LTD (FTAI) - 0.28%	JOHNSON & JOHNSON (JNJ) - 0.70%
#15	INTERDIGITAL INC (IDCC) - 0.28%	MASTERCARD INC CLASS A (MA) - 0.64%
#16	ADVANCED ENERGY INDUSTRIES INC (AEIS) - 0.27%	CHEVRON CORP (CVX) - 0.62%
#17	COEUR MINING INC (CDE) - 0.26%	TESLA INC (TSLA) - 0.59%
#18	COMMSCOPE HOLDING CO INC (COMM) - 0.26%	THE HOME DEPOT INC (HD) - 0.59%
#19	ITRON INC (ITRI) - 0.26%	ORACLE CORP (ORCL) - 0.58%
#20	ROIVANT SCIENCES LTD ORDINARY SHARES (ROIV) - 0.26%	NETFLIX INC (NFLX) - 0.57%
#21	PLUG POWER INC (PLUG) - 0.26%	AT&T INC (T) - 0.56%
#22	TALEN ENERGY CORP ORDINARY SHARES NEW (TLN) - 0.25%	PROCTER & GAMBLE CO (PG) - 0.55%
#23	UMB FINANCIAL CORP (UMBF) - 0.20%	COSTCO WHOLESALE CORP (COST) - 0.54%
#24	ONTO INNOVATION INC (ONTO) - 0.19%	ABBVIE INC (ABBV) - 0.53%
#25	TTM TECHNOLOGIES INC (TTMI) - 0.19%	WALMART INC (WMT) - 0.52%
Total Holdings	1580	1892

PRFZ vs DCOR - Historical Returns

Returns include dividend reinvestment.

Period	PRFZ	DCOR
1 month	+6.80%	+6.82%
3 months	+4.69%	+5.03%
6 months	+12.89%	+10.09%
1 year	+30.28%	+27.23%
5 years(CAGR)	+8.55%	N/A
10 years(CAGR)	+11.73%	N/A
Max(CAGR)	+9.87%	+20.84%

PRFZ

+6.80%

Winner

DCOR

+6.82%

PRFZ

+4.69%

Winner

DCOR

+5.03%

Winner

PRFZ

+12.89%

DCOR

+10.09%

Winner

PRFZ

+30.28%

DCOR

+27.23%

5Y(CAGR)

PRFZ

+8.55%

DCOR

N/A

10Y(CAGR)

PRFZ

+11.73%

DCOR

N/A

Max(CAGR)

PRFZ

+9.87%

Winner

DCOR

+20.84%

PRFZ vs DCOR - Annual Returns (2006 - 2026)

Returns include dividend reinvestment.

Year	PRFZ	DCOR
2026	+10.81%	+8.63%
2025	+11.06%	+16.21%
2024	+13.71%	+21.78%
2023	+20.63%	+7.83%
2022	-16.92%	N/A
2021	+29.77%	N/A
2020	+11.69%	N/A
2019	+21.04%	N/A
2018	-12.17%	N/A
2017	+12.95%	N/A
2016	+27.40%	N/A
2015	-5.03%	N/A
2014	+5.29%	N/A
2013	+37.93%	N/A
2012	+16.23%	N/A
2011	-7.67%	N/A
2010	+26.22%	N/A
2009	+55.38%	N/A
2008	-38.15%	N/A
2007	-0.59%	N/A
2006	+8.00%	N/A

PRFZ vs DCOR Drawdown Comparison

The maximum drawdown for PRFZ was -62.42%, occurring on Mar 9, 2009. Recovery took 693 trading sessions.

The maximum drawdown for DCOR was -19.10%, occurring on Apr 8, 2025. Recovery took 141 trading sessions.

The current PRFZ drawdown is -1.10%. The current DCOR drawdown is -0.05%.

Rank	PRFZ	DCOR
#1	-62.42% Jul 13, 2007 - Apr 14, 2010	-19.10% Dec 4, 2024 - Jul 1, 2025
#2	-44.27% Aug 31, 2018 - Nov 24, 2020	-8.98% Sep 14, 2023 - Nov 20, 2023
#3	-29.36% Apr 29, 2011 - Sep 14, 2012	-8.26% Feb 9, 2026 - Apr 15, 2026
#4	-26.58% Nov 8, 2021 - Mar 27, 2024	-8.06% Jul 16, 2024 - Aug 30, 2024
#5	-26.54% Nov 25, 2024 - Sep 5, 2025	-5.59% Mar 28, 2024 - May 15, 2024
#6	-24.05% Jun 23, 2015 - Sep 2, 2016	-4.64% Oct 27, 2025 - Nov 28, 2025
#7	-22.45% Apr 23, 2010 - Dec 3, 2010	-4.36% Aug 30, 2024 - Sep 19, 2024
#8	-12.72% Jul 3, 2014 - Dec 29, 2014	-3.07% Oct 6, 2025 - Oct 24, 2025
#9	-10.39% Jan 22, 2026 - Apr 17, 2026	-2.84% Oct 18, 2024 - Nov 6, 2024
#10	-9.52% Sep 14, 2012 - Dec 20, 2012	-2.66% Jul 25, 2025 - Aug 12, 2025
#11	-9.44% Jun 8, 2021 - Oct 22, 2021	-2.47% Dec 27, 2023 - Jan 22, 2024
#12	-9.42% Jul 31, 2024 - Sep 19, 2024	-2.39% Nov 11, 2024 - Nov 25, 2024
#13	-9.27% Jan 23, 2018 - May 17, 2018	-2.36% Dec 11, 2025 - Dec 24, 2025
#14	-8.51% Mar 15, 2021 - May 27, 2021	-2.09% Jan 12, 2026 - Jan 27, 2026
#15	-8.15% Oct 27, 2025 - Dec 4, 2025	-1.80% Jan 29, 2024 - Feb 7, 2024

Correlation

Correlation between PRFZ and DCOR is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.

0.97

-101

Dividend Comparison (2006 - 2026)

PRFZ vs DCOR dividend yield comparison.

Year	PRFZ	DCOR
2026	0.20%	0.22%
2025	0.82%	0.97%
2024	1.45%	0.98%
2023	1.42%	0.40%
2022	1.33%	0.00%
2021	0.93%	0.00%
2020	0.91%	0.00%
2019	1.29%	0.00%
2018	1.37%	0.00%
2017	0.97%	0.00%
2016	1.31%	0.00%
2015	1.39%	0.00%
2014	1.14%	0.00%
2013	0.93%	0.00%
2012	1.73%	0.00%
2011	0.98%	0.00%
2010	0.70%	0.00%
2009	0.71%	0.00%
2008	1.51%	0.00%
2007	0.77%	0.00%
2006	0.26%	0.00%