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STOX vs DCOR

Horizon Core Equity ETF vs Dimensional US Core Equity 1 ETF

STOX

Horizon Core Equity ETF

Annual cost

0.70%

Fund size

$150M

DCOR

Dimensional US Core Equity 1 ETF

Annual cost

0.14%

Fund size

$3.1B

Key differences

Both STOX and DCOR are alternative ETFs. STOX charges 0.70% a year and DCOR 0.14%. The main difference: STOX follows a option income strategy; DCOR uses multi strategy.

  • STOX follows a option income strategy; DCOR uses multi strategy.
  • DCOR costs 0.56% less per year.
  • DCOR is much larger than STOX. Larger funds are usually more liquid and less likely to close.

Side-by-side comparison

STOXDCOR
Annual cost (TER)0.70%0.14%
Fund size (AUM)$150M$3.1B
Since20252023
Dividend yield0.91%
Asset classalternativealternative
Regionnorth americanorth america
Strategyoption incomemulti strategy
CAGR 1YN/A+23.3%
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y12.15%
Max drawdown-9.33%-19.10%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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