DCOR vs ROUS

DCORAU.S. Core Equity 1 Portfolio ETF Class Shares

ROUSBHartford Multifactor US Equity ETF

In short

DCOR Index-fund breadth with an active steering wheel: roughly 2,300 US stocks weighted toward smaller, cheaper, more profitable companies, for 0.14% a year. Dimensional's long-running core equity playbook, in an ETF since 2023.

ROUS Most multifactor funds stack factors and hope. ROUS follows an index that blends value, quality, momentum and low volatility while explicitly aiming to run up to 15% less volatile than the market over a full cycle.

Stated mandate

DCOR The fund seeks long-term capital appreciation through a broadly diversified portfolio of U.S. equities. Its approach combines portfolio design, research, management, and trading while emphasizing long-term expected-return drivers.

ROUS The fund seeks to track, before fees and expenses, the total return of the Hartford Multifactor Large Cap Index. The index uses multifactor selection and risk controls to seek enhanced return potential while reducing volatility by up to 15% over a complete market cycle.

Why people hold it

• DCOR 0.14% a year, well under half the typical fee among US multifactor peers.
• Roughly 2,300 holdings makes this a whole-market core position, not a factor slice, with the smaller-cap, value and profitability tilts built into the weights.
• What the prospectus advertises is what the portfolio holds: broad US equity, tilted to cheaper and more profitable names. One of the tightest mandate fits in its peer group.

• ROUS Four factors in one ticker: value, quality, momentum and low volatility, selected by index rules rather than a manager's hunch.
• 0.19% a year, meaningfully below the typical fund in its multifactor peer group.
• The index carries its own risk controls and a stated aim of up to 15% lower volatility over a complete market cycle, not just factor tilts bolted together.
• Trading since 2015, across several very different market regimes, and one of the stronger builds in a crowded multifactor field.

Worth knowing

• DCOR Actively managed with no index to replicate, so the holdings rest on Dimensional's judgment and turnover can run higher than an index fund's.sec.gov
• The 0.14% is net of a contractual fee waiver; the gross fee in the prospectus is higher, and the waiver runs on a renewable term.sec.gov
• Moderately traded rather than a volume monster, so spreads can be wider than at the biggest names in the category.

• ROUS Thinly traded next to the mega index funds. Limit orders are the sensible default, and larger tickets need patience.
• Roughly 400 names weighted by rules, not market cap, so expect long stretches of looking nothing like the plain US large-cap benchmark, in either direction.
• Cheap for multifactor, but single-style peers such as VONV and VYM charge a fraction of it.

Full DCOR profile⁠

Full ROUS profile⁠