Compare · 4 funds side by side · dividends reinvested

VO, WCBR, IJH and DFAC

VOVanguard×WCBRWisdomTree×IJHiShares×DFACDimensional×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,525DFAC · best of the four

02 / 04

VO, WCBR, IJH and DFAC, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Dimensional - US Core Equity 2 ETFUS Stock Styles · Large cap0.21%0.90%+11.4%+13.8%+21.0%+10.6%−8.5%12.9%$85.7B2.1

Vanguard Morningstar Mid-Cap ETFUS Stock Styles · Mid cap0.03%1.39%+10.6%+11.6%+18.6%+6.3%−8.2%12.9%$103B2.3

WisdomTree Cybersecurity FundThematic · Cyber & cloud0.45%0.00%+49.9%+37.3%+29.1%+7.4%−29.1%41.5%$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%$121B3.0

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

End-of-day Nov 6, 2026 · returns include dividends · since: VO 2004 · WCBR 2021 · IJH 2000 · DFAC 2005

Head to Head

Swap sides Versus in desk

Head to Head

Dimensional - US Core Equity 2 ETF · $85.7B$11,383

DFAC

WCBR

WisdomTree Cybersecurity Fund · $213M$13,728

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

DFACMeasureWCBR

+11.4%Year to dateJan 1 → Nov 6+49.9%

+13.8%1 yearTotal return+37.3%

+21.0%3 years · per year$10,000 became $17,722 · $21,504+29.1%

+10.6%5 years · per year$10,000 became $16,525 · $14,306+7.4%

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 calmer41.5%

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

5–3DFAC wins

End-of-day Nov 6, 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

20.4%in top 5

WCBR

in top 530.4%

DFACStockWCBR

not top 5ZS7.0%

not top 5S6.1%

5.9%AAPLnot top 5

not top 5NTSK5.8%

not top 5CRWD5.8%

not top 5TENB5.7%

5.0%MSFTnot top 5

4.8%NVDAnot top 5

2.7%AMZNnot top 5

1.9%METAnot top 5

Held in common0.6%

End-of-day Nov 6, 2026 · share of each fund

DFAC vs WCBR Returns, Every Period

DimensionalDFAC

+10.6%

5 years, per year

WCBRWisdomTree

+7.4%

5 years, per year

DFACWCBRFaded: behind in that period

1–3WCBR wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

DFAC vs VO

YTD

DimensionalDFAC

+11.4%

VOVanguard

+10.6%

+11.4%Year to date+10.6%

−8.5%Worst drop · 1Y−8.2%

12.9%Volatility · 1Y12.9%

0.9%Yield1.4%

$85.7BAssets$103B

2–1VO wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: VO, WCBR, IJH, DFAC

Today

0.03%lowest, VO

FundExpense ratioFee$10k

VO0.03%$3

IJH0.05%$5

DFAC0.21%$21

WCBR0.45%$45

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: VO, WCBR, IJH, DFAC

1.39%highest, VO

FundTrailing yieldYield$10k

VO1.39%$139

IJH1.26%$126

DFAC0.90%$90

WCBR0.00%$0

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$136most kept, VO

VO$139 − $3 = $136

IJH$126 − $5 = $121

DFAC$90 − $21 = $69

WCBR$0 − $45 = −$45

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: VO, WCBR, IJH, DFAC

Today

19.7%most shared, VO and DFAC

VOWCBRIJHDFAC

VO—3.2%0.2%19.7%

WCBR3.2%—0.4%0.6%

IJH0.2%0.4%—11.4%

DFAC19.7%0.6%11.4%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+37.3%WCBR, at 41.5% volatility

VOWorst drop−8.2%12.9% vol

DFACWorst drop−8.5%12.9% vol

IJHWorst drop−8.8%15.5% vol

WCBRWorst drop−29.1%41.5% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

VOWCBR

+10.6%Year to date+49.9%

1.4%Yield0.0%

+11.6%Past year+37.3%

0.03%Fee0.45%

2–2level

End-of-day Nov 6, 2026

Popular Pairs Near These Four

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026