Compare · 3 funds side by side · dividends reinvested

IJH, WCBR and DFAC

IJHiShares×WCBRWisdomTree×DFACDimensional×

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

02 / 04

IJH, WCBR 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%$85.6B1.6

WisdomTree Cybersecurity FundThematic · Cyber & cloud0.45%0.00%+49.9%+37.3%+29.1%+7.4%−29.1%41.5%$213M2.1

iShares Core S&P Mid-Cap ETFUS Stock Styles · Mid cap0.05%1.25%+9.5%+12.9%+16.5%+6.7%−8.8%15.5%$121B2.3

Rank among the three1st → 3rdFee, 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: IJH 2000 · WCBR 2021 · DFAC 2005

Head to Head

Swap sides Versus in desk

Head to Head

YTD

iShares Core S&P Mid-Cap ETF · $121B$10,949

IJH

WCBR

WisdomTree Cybersecurity Fund · $213M$14,995

$10,000 since Jan 1, dividends reinvested · they hold 0.4% in common

IJHMeasureWCBR

+9.5%Year to dateJan 1 → Nov 6+49.9%

+12.9%1 yearTotal return+37.3%

+16.5%3 years · per year$10,000 became $15,806 · $21,504+29.1%

+6.7%5 years · per year$10,000 became $13,830 · $14,306+7.4%

0.05%Expense ratio$5 · $45 a year on $10k · lower is better0.45%

1.25%Trailing 12-mo yield$125 · $0 a year on $10k0.00%

−8.8%Worst dropSmaller is better−29.1%

15.5%VolatilityLower is calmer41.5%

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

4–4Level

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

IJH vs WCBR: Top 5 Holdings

Today

IJH

3.5%in top 5

WCBR

in top 530.4%

IJHStockWCBR

not top 5ZS7.0%

not top 5S6.1%

not top 5NTSK5.8%

not top 5CRWD5.8%

not top 5TENB5.7%

0.7%UTHRnot top 5

0.7%FTInot top 5

0.7%USFDnot top 5

0.7%THCnot top 5

0.7%ATInot top 5

Held in common0.4%

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

IJH vs WCBR Returns, Every Period

iSharesIJH

+6.7%

5 years, per year

WCBRWisdomTree

+7.4%

5 years, per year

IJHWCBRFaded: behind in that period

0–4WCBR wins

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

IJH vs DFAC

YTD

iSharesIJH

+9.5%

DFACDimensional

+11.4%

+9.5%Year to date+11.4%

−8.8%Worst drop · 1Y−8.5%

15.5%Volatility · 1Y12.9%

1.3%Yield0.9%

$121BAssets$85.6B

3–1DFAC wins

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

Cost, Income and Risk

Fees: IJH, WCBR, DFAC

Today

0.05%lowest, IJH

FundExpense ratioFee$10k

IJH0.05%$5

DFAC0.21%$21

WCBR0.45%$45

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

Yields: IJH, WCBR, DFAC

1.25%highest, IJH

FundTrailing yieldYield$10k

IJH1.25%$125

DFAC0.90%$90

WCBR0.00%$0

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

Income After Fees on $10,000

$120most kept, IJH

IJH$125 − $5 = $120

DFAC$90 − $21 = $69

WCBR$0 − $45 = −$45

KeptFee

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

Overlap: IJH, WCBR, DFAC

Today

11.4%most shared, IJH and DFAC

IJHWCBRDFAC

IJH—0.4%11.4%

WCBR0.4%—0.6%

DFAC11.4%0.6%—

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

Return vs Bumpiness: 3 ETFs

+37.3%WCBR, at 41.5% volatility

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

IJHWCBR

+9.5%Year to date+49.9%

1.3%Yield0.0%

+12.9%Past year+37.3%

0.05%Fee0.45%

2–2level

End-of-day Nov 6, 2026

Popular Pairs Near These Three

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%

$40.7BAssets$45.2B

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%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026