Compare · 3 funds side by side · dividends reinvested

VO, WCBR and VTV

VOVanguard×WCBRWisdomTree×VTVVanguard×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,626VTV · best of the three

02 / 04

VO, WCBR and VTV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Value ETFUS Stock Styles · Value0.03%1.86%+19.0%+24.0%+21.3%+12.0%−6.4%10.7%$184B1.4

WisdomTree Cybersecurity FundThematic · Cyber & cloud0.45%0.00%+50.7%+37.3%+29.2%+7.9%−29.1%41.4%$213M2.1

Vanguard Morningstar Mid-Cap ETFUS Stock Styles · Mid cap0.03%1.39%+10.7%+12.4%+18.9%+6.4%−8.2%12.9%$103B2.4

Rank among the three1st → 3rdFee, 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: VO 2004 · WCBR 2021 · VTV 2004

Head to Head

Swap sides Versus in desk

Head to Head

Vanguard Morningstar Mid-Cap ETF · $103B$11,237

WCBR

WisdomTree Cybersecurity Fund · $213M$13,734

$10,000 one year ago, dividends reinvested · they hold 3.2% in common

VOMeasureWCBR

+10.7%Year to dateJan 1 → Nov 5+50.7%

+12.4%1 yearTotal return+37.3%

+18.9%3 years · per year$10,000 became $16,795 · $21,545+29.2%

+6.4%5 years · per year$10,000 became $13,616 · $14,639+7.9%

0.03%Expense ratio$3 · $45 a year on $10k · lower is better0.45%

1.39%Trailing 12-mo yield$139 · $0 a year on $10k0.00%

−8.2%Worst dropSmaller is better−29.1%

12.9%VolatilityLower is calmer41.4%

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

4–4Level

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

More Ways to See the Pairs

VO vs WCBR: Top 5 Holdings

Today

5.3%in top 5

WCBR

in top 530.4%

VOStockWCBR

not top 5ZS7.0%

not top 5S6.1%

not top 5NTSK5.8%

not top 5CRWD5.8%

not top 5TENB5.7%

1.1%NETnot top 5

1.1%VLOnot top 5

1.1%MPCnot top 5

1.0%PSXnot top 5

1.0%PWRnot top 5

Held in common3.2%

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

VO vs WCBR Returns, Every Period

VanguardVO

+6.4%

5 years, per year

WCBRWisdomTree

+7.9%

5 years, per year

VOWCBRFaded: behind in that period

0–4WCBR wins

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

VO vs VTV

YTD

VanguardVO

+10.7%

VTVVanguard

+19.0%

+10.7%Year to date+19.0%

−8.2%Worst drop · 1Y−6.4%

12.9%Volatility · 1Y10.7%

1.4%Yield1.9%

$103BAssets$184B

4–0VTV wins

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

Cost, Income and Risk

Fees: VO, WCBR, VTV

Today

0.03%lowest, VO

FundExpense ratioFee$10k

VO0.03%$3

VTV0.03%$3

WCBR0.45%$45

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

Yields: VO, WCBR, VTV

1.86%highest, VTV

FundTrailing yieldYield$10k

VTV1.86%$186

VO1.39%$139

WCBR0.00%$0

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

Income After Fees on $10,000

$183most kept, VTV

VTV$186 − $3 = $183

VO$139 − $3 = $136

WCBR$0 − $45 = −$45

KeptFee

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

Overlap: VO, WCBR, VTV

Today

28.5%most shared, VO and VTV

VOWCBRVTV

VO—3.2%28.5%

WCBR3.2%—0.2%

VTV28.5%0.2%—

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

Return vs Bumpiness: 3 ETFs

+37.3%WCBR, at 41.4% volatility

VTVWorst drop−6.4%10.7% vol

VOWorst drop−8.2%12.9% 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

VTVWCBR

+19.0%Year to date+50.7%

1.9%Yield0.0%

+24.0%Past year+37.3%

0.03%Fee0.45%

2–2level

End-of-day Nov 5, 2026

Popular Pairs Near These Three

VTV vs SCHV

YTD

VanguardVTV

+19.0%

SCHVSchwab

+16.6%

+19.0%Year to date+16.6%

1.9%Yield1.8%

$184BAssets$15.9B

2–0VTV wins

End-of-day Nov 5, 2026

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