Compare · 3 funds side by side · dividends reinvested

IJH, WCBR and IJR

IJHiShares×WCBRWisdomTree×IJRiShares×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$15,057WCBR · best of the three

02 / 04

IJH, WCBR and IJR, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

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%$125B1.9

WisdomTree Cybersecurity FundThematic · Cyber & cloud0.45%0.00%+56.2%+41.4%+30.7%+8.5%−29.1%41.6%$197M2.0

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%$107B2.1

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

Head to Head

Swap sides Versus in desk

Head to Head

YTD

iShares Core S&P Mid-Cap ETF · $125B$11,362

IJH

WCBR

WisdomTree Cybersecurity Fund · $197M$15,619

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

IJHMeasureWCBR

+13.6%Year to dateJan 1 → Nov 9+56.2%

+17.5%1 yearTotal return+41.4%

+16.9%3 years · per year$10,000 became $15,960 · $22,308+30.7%

+7.0%5 years · per year$10,000 became $14,049 · $15,057+8.5%

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

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

−8.8%Worst dropSmaller is better−29.1%

15.8%VolatilityLower is calmer41.6%

IJHWCBR 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

IJH vs WCBR: Top 5 Holdings

Today

IJH

3.5%in top 5

WCBR

in top 529.9%

IJHStockWCBR

not top 5ZS6.7%

not top 5S6.1%

not top 5NTSK5.9%

not top 5CRWD5.8%

not top 5TENB5.5%

0.7%FTInot top 5

0.7%UTHRnot top 5

0.7%ATInot top 5

0.7%USFDnot top 5

0.7%THCnot top 5

Held in common0.4%

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

IJH vs WCBR Returns, Every Period

iSharesIJH

+7.0%

5 years, per year

WCBRWisdomTree

+8.5%

5 years, per year

IJHWCBRFaded: behind in that period

0–4WCBR wins

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

IJH vs IJR

YTD

iSharesIJH

+13.6%

IJRiShares

+18.9%

+13.6%Year to date+18.9%

−8.8%Worst drop · 1Y−9.7%

15.8%Volatility · 1Y16.4%

1.2%Yield1.2%

$125BAssets$107B

2–1IJH wins

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

Cost, Income and Risk

Fees: IJH, WCBR, IJR

Today

0.05%lowest, IJH

FundExpense ratioFee$10k

IJH0.05%$5

IJR0.06%$6

WCBR0.45%$45

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

Yields: IJH, WCBR, IJR

1.21%highest, IJH

FundTrailing yieldYield$10k

IJH1.21%$121

IJR1.21%$121

WCBR0.00%$0

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

Income After Fees on $10,000

$116most kept, IJH

IJH$121 − $5 = $116

IJR$121 − $6 = $115

WCBR$0 − $45 = −$45

KeptFee

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

Overlap: IJH, WCBR, IJR

Today

0.4%most shared, IJH and WCBR

IJHWCBRIJR

IJH—0.4%0.0%

WCBR0.4%—0.3%

IJR0.0%0.3%—

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

Return vs Bumpiness: 3 ETFs

+41.4%WCBR, at 41.6% volatility

IJHWorst drop−8.8%15.8% vol

IJRWorst drop−9.7%16.4% 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

IJHWCBR

+13.6%Year to date+56.2%

1.2%Yield0.0%

+17.5%Past year+41.4%

0.05%Fee0.45%

2–2level

End-of-day Nov 9, 2026

Popular Pairs Near These Three

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

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

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026