Compare · 4 funds side by side · dividends reinvested

IJR, WCBR, VUG and VTV

IJRiShares×WCBRWisdomTree×VUGVanguard×VTVVanguard×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,865VTV · best of the four

02 / 04

IJR, WCBR, VUG and VTV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Value ETFUS Stock Styles · Value0.03%1.83%+20.9%+25.4%+21.0%+12.3%−6.4%10.8%$184B1.5

WisdomTree Cybersecurity FundThematic · Cyber & cloud0.45%0.00%+56.2%+41.4%+30.7%+8.5%−29.1%41.6%$197M2.8

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+4.2%+4.7%+22.9%+10.6%−15.1%19.1%$233B2.8

iShares Core S&P Small-Cap ETFUS Stock Styles · Small cap0.06%1.21%+18.9%+22.8%+17.4%+5.8%−9.7%16.4%$107B2.9

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

End-of-day Nov 9, 2026 · returns include dividends · since: IJR 2000 · WCBR 2021 · VUG 2004 · VTV 2004

Head to Head

Swap sides Versus in desk

Head to Head

iShares Core S&P Small-Cap ETF · $107B$16,193

IJR

WCBR

WisdomTree Cybersecurity Fund · $197M$22,308

$10,000 three years ago, dividends reinvested · they hold 0.3% in common

IJRMeasureWCBR

+18.9%Year to dateJan 1 → Nov 9+56.2%

+22.8%1 yearTotal return+41.4%

+17.4%3 years · per year$10,000 became $16,193 · $22,308+30.7%

+5.8%5 years · per year$10,000 became $13,254 · $15,057+8.5%

0.06%Expense ratio$6 · $45 a year on $10k · lower is better0.45%

1.21%Trailing 12-mo yield$121 · $0 a year on $10k0.00%

−9.7%Worst dropSmaller is better−29.1%

16.4%VolatilityLower is calmer41.6%

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

4–4Level

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

IJR vs WCBR: Top 5 Holdings

Today

IJR

2.6%in top 5

WCBR

in top 529.9%

IJRStockWCBR

not top 5ZS6.7%

not top 5S6.1%

not top 5NTSK5.9%

not top 5CRWD5.8%

not top 5TENB5.5%

0.5%PAYCnot top 5

0.5%RHPnot top 5

0.5%MTCHnot top 5

0.5%LTHnot top 5

0.5%VSATnot top 5

Held in common0.3%

End-of-day Nov 9, 2026 · share of each fund

IJR vs WCBR Returns, Every Period

iSharesIJR

+5.8%

5 years, per year

WCBRWisdomTree

+8.5%

5 years, per year

IJRWCBRFaded: behind in that period

0–4WCBR wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

IJR vs VTV

YTD

iSharesIJR

+18.9%

VTVVanguard

+20.9%

+18.9%Year to date+20.9%

−9.7%Worst drop · 1Y−6.4%

16.4%Volatility · 1Y10.8%

1.2%Yield1.8%

$107BAssets$184B

4–0VTV wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: IJR, WCBR, VUG, VTV

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

VTV0.03%$3

IJR0.06%$6

WCBR0.45%$45

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: IJR, WCBR, VUG, VTV

1.83%highest, VTV

FundTrailing yieldYield$10k

VTV1.83%$183

IJR1.21%$121

VUG0.41%$41

WCBR0.00%$0

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$180most kept, VTV

VTV$183 − $3 = $180

IJR$121 − $6 = $115

VUG$41 − $3 = $38

WCBR$0 − $45 = −$45

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: IJR, WCBR, VUG, VTV

Today

2.6%most shared, WCBR and VUG

IJRWCBRVUGVTV

IJR—0.3%0.0%0.0%

WCBR0.3%—2.6%0.2%

VUG0.0%2.6%—1.9%

VTV0.0%0.2%1.9%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+41.4%WCBR, at 41.6% volatility

VTVWorst drop−6.4%10.8% vol

IJRWorst drop−9.7%16.4% vol

VUGWorst drop−15.1%19.1% vol

WCBRWorst drop−29.1%41.6% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

VTVWCBR

+20.9%Year to date+56.2%

1.8%Yield0.0%

+25.4%Past year+41.4%

0.03%Fee0.45%

2–2level

End-of-day Nov 9, 2026

Popular Pairs Near These Four

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$61.4B

1–1level

End-of-day Nov 9, 2026

VTV vs SCHV

YTD

VanguardVTV

+20.9%

SCHVSchwab

+18.7%

+20.9%Year to date+18.7%

1.8%Yield1.8%

$184BAssets$15.7B

1–0VTV wins

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026