Compare · 4 funds side by side · dividends reinvested

DFAC, WCBR, IJH and IJR

DFACDimensional×WCBRWisdomTree×IJHiShares×IJRiShares×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,526DFAC · best of the four

02 / 04

DFAC, WCBR, IJH and IJR, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Dimensional - US Core Equity 2 ETFUS Stock Styles · Large cap0.21%0.90%+11.2%+14.3%+21.2%+10.6%−8.5%12.9%$89.2B2.1

WisdomTree Cybersecurity FundThematic · Cyber & cloud0.45%0.00%+50.7%+37.3%+29.2%+7.9%−29.1%41.4%$213M2.6

iShares Core S&P Mid-Cap ETFUS Stock Styles · Mid cap0.05%1.26%+9.5%+12.9%+16.5%+6.7%−8.8%15.5%$125B2.6

iShares Core S&P Small-Cap ETFUS Stock Styles · Small cap0.06%1.24%+15.4%+19.4%+17.4%+5.6%−9.7%16.3%$108B2.6

Rank among the four1st → 4thFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 5, 2026 · returns include dividends · since: DFAC 2005 · WCBR 2021 · IJH 2000 · IJR 2000

Head to Head

Swap sides Versus in desk

Head to Head

Dimensional - US Core Equity 2 ETF · $89.2B$11,427

DFAC

WCBR

WisdomTree Cybersecurity Fund · $213M$13,734

$10,000 one year ago, dividends reinvested · they hold 0.6% in common

DFACMeasureWCBR

+11.2%Year to dateJan 1 → Nov 5+50.7%

+14.3%1 yearTotal return+37.3%

+21.2%3 years · per year$10,000 became $17,812 · $21,545+29.2%

+10.6%5 years · per year$10,000 became $16,526 · $14,639+7.9%

0.21%Expense ratio$21 · $45 a year on $10k · lower is better0.45%

0.90%Trailing 12-mo yield$90 · $0 a year on $10k0.00%

−8.5%Worst dropSmaller is better−29.1%

12.9%VolatilityLower is calmer41.4%

DFACWCBR Winner of the row, in its colourEach row: the bigger of the two fills its side

5–3DFAC wins

End-of-day Nov 5, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

DFAC vs WCBR: Top 5 Holdings

Today

DFAC

20.5%in top 5

WCBR

in top 530.4%

DFACStockWCBR

not top 5ZS7.0%

not top 5S6.1%

not top 5NTSK5.8%

5.8%AAPLnot top 5

not top 5CRWD5.8%

not top 5TENB5.7%

5.1%NVDAnot top 5

5.0%MSFTnot top 5

2.7%AMZNnot top 5

1.9%METAnot top 5

Held in common0.6%

End-of-day Nov 5, 2026 · share of each fund

DFAC vs WCBR Returns, Every Period

DimensionalDFAC

+10.6%

5 years, per year

WCBRWisdomTree

+7.9%

5 years, per year

DFACWCBRFaded: behind in that period

1–3WCBR wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

DFAC vs IJH

YTD

DimensionalDFAC

+11.2%

IJHiShares

+9.5%

+11.2%Year to date+9.5%

−8.5%Worst drop · 1Y−8.8%

12.9%Volatility · 1Y15.5%

0.9%Yield1.3%

$89.2BAssets$125B

3–1DFAC wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: DFAC, WCBR, IJH, IJR

Today

0.05%lowest, IJH

FundExpense ratioFee$10k

IJH0.05%$5

IJR0.06%$6

DFAC0.21%$21

WCBR0.45%$45

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: DFAC, WCBR, IJH, IJR

1.26%highest, IJH

FundTrailing yieldYield$10k

IJH1.26%$126

IJR1.24%$124

DFAC0.90%$90

WCBR0.00%$0

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$121most kept, IJH

IJH$126 − $5 = $121

IJR$124 − $6 = $118

DFAC$90 − $21 = $69

WCBR$0 − $45 = −$45

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: DFAC, WCBR, IJH, IJR

Today

11.4%most shared, DFAC and IJH

DFACWCBRIJHIJR

DFAC—0.6%11.4%6.4%

WCBR0.6%—0.4%0.3%

IJH11.4%0.4%—0.0%

IJR6.4%0.3%0.0%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+37.3%WCBR, at 41.4% volatility

DFACWorst drop−8.5%12.9% vol

IJHWorst drop−8.8%15.5% vol

IJRWorst drop−9.7%16.3% vol

WCBRWorst drop−29.1%41.4% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

IJHWCBR

+9.5%Year to date+50.7%

1.3%Yield0.0%

+12.9%Past year+37.3%

0.05%Fee0.45%

2–2level

End-of-day Nov 5, 2026

Popular Pairs Near These Four

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026