Compare · 4 funds side by side · dividends reinvested

FITE, WCBR, IJH and VTV

FITESPDR×WCBRWisdomTree×IJHiShares×VTVVanguard×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$19,897FITE · best of the four

02 / 04

FITE, WCBR, IJH 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%$184B1.8

State Street SPDR S&P Kensho Future Security ETFUS Stock Styles · Large cap0.45%0.11%+25.0%+25.1%+32.1%+14.8%−16.3%29.8%$142M2.4

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

iShares Core S&P Mid-Cap ETFUS Stock Styles · Mid cap0.05%1.21%+13.6%+17.5%+16.9%+7.0%−8.8%15.8%$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 9, 2026 · returns include dividends · since: FITE 2017 · WCBR 2021 · IJH 2000 · VTV 2004

Head to Head

Swap sides Versus in desk

Head to Head

YTD

State Street SPDR S&P Kensho Future Security ETF · $142M$12,502

FITE

WCBR

WisdomTree Cybersecurity Fund · $197M$15,619

$10,000 since Jan 1, dividends reinvested · they hold 32.0% in common

FITEMeasureWCBR

+25.0%Year to dateJan 1 → Nov 9+56.2%

+25.1%1 yearTotal return+41.4%

+32.1%3 years · per year$10,000 became $23,046 · $22,308+30.7%

+14.8%5 years · per year$10,000 became $19,897 · $15,057+8.5%

0.45%Expense ratio$45 · $45 a year on $10k · lower is better0.45%

0.11%Trailing 12-mo yield$11 · $0 a year on $10k0.00%

−16.3%Worst dropSmaller is better−29.1%

29.8%VolatilityLower is calmer41.6%

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

5–2FITE wins

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

More Ways to See the Pairs

FITE vs WCBR: Top 5 Holdings

Today

FITE

12.7%in top 5

WCBR

in top 530.4%

FITEStockWCBR

2.3%ZS7.0%

not top 5S6.1%

not top 5NTSK5.8%

not top 5CRWD5.8%

2.4%TENB5.7%

3.1%RPDnot top 5

2.6%QLYSnot top 5

2.3%NABLnot top 5

Held in common32.0%

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

FITE vs WCBR Returns, Every Period

SPDRFITE

+14.8%

5 years, per year

WCBRWisdomTree

+8.5%

5 years, per year

FITEWCBRFaded: behind in that period

2–2Level

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

FITE vs VTV

YTD

SPDRFITE

+25.0%

VTVVanguard

+20.9%

+25.0%Year to date+20.9%

−16.3%Worst drop · 1Y−6.4%

29.8%Volatility · 1Y10.8%

0.1%Yield1.8%

$142MAssets$184B

3–1VTV wins

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

Cost, Income and Risk

Fees: FITE, WCBR, IJH, VTV

Today

0.03%lowest, VTV

FundExpense ratioFee$10k

VTV0.03%$3

IJH0.05%$5

FITE0.45%$45

WCBR0.45%$45

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

Yields: FITE, WCBR, IJH, VTV

1.83%highest, VTV

FundTrailing yieldYield$10k

VTV1.83%$183

IJH1.21%$121

FITE0.11%$11

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

IJH$121 − $5 = $116

FITE$11 − $45 = −$34

WCBR$0 − $45 = −$45

KeptFee

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

Overlap: FITE, WCBR, IJH, VTV

Today

32.0%most shared, FITE and WCBR

FITEWCBRIJHVTV

FITE—32.0%2.2%3.4%

WCBR32.0%—0.4%0.2%

IJH2.2%0.4%—0.2%

VTV3.4%0.2%0.2%—

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

IJHWorst drop−8.8%15.8% vol

FITEWorst drop−16.3%29.8% 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

VTV vs SCHV

YTD

VanguardVTV

+20.9%

SCHVSchwab

+18.7%

+20.9%Year to date+18.7%

1.8%Yield1.8%

$184BAssets$15.4B

1–0VTV wins

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.1%

VIGVanguard

+14.8%

+33.1%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026