Compare · 4 funds side by side · dividends reinvested

IJH, WCBR, VO and DFAC

IJHiShares×WCBRWisdomTree×VOVanguard×DFACDimensional×

Story of the four · Growth1Y$10,000 one year agoDividends reinvested · all four on one scale$13,728WCBR · best of the four

02 / 04

IJH, WCBR, VO 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%$85.6B2.1

Vanguard Morningstar Mid-Cap ETFUS Stock Styles · Mid cap0.03%1.39%+10.6%+11.6%+18.6%+6.3%−8.2%12.9%$103B2.3

WisdomTree Cybersecurity FundThematic · Cyber & cloud0.45%0.00%+49.9%+37.3%+29.1%+7.4%−29.1%41.5%$213M2.6

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%$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 6, 2026 · returns include dividends · since: IJH 2000 · WCBR 2021 · VO 2004 · DFAC 2005

Head to Head

Swap sides Versus in desk

Head to Head

iShares Core S&P Mid-Cap ETF · $121B$13,830

IJH

WCBR

WisdomTree Cybersecurity Fund · $213M$14,306

$10,000 five years ago, 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 VO

YTD

iSharesIJH

+9.5%

VOVanguard

+10.6%

+9.5%Year to date+10.6%

−8.8%Worst drop · 1Y−8.2%

15.5%Volatility · 1Y12.9%

1.3%Yield1.4%

$121BAssets$103B

4–0VO wins

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

Cost, Income and Risk

Fees: IJH, WCBR, VO, DFAC

Today

0.03%lowest, VO

FundExpense ratioFee$10k

VO0.03%$3

IJH0.05%$5

DFAC0.21%$21

WCBR0.45%$45

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

Yields: IJH, WCBR, VO, DFAC

1.39%highest, VO

FundTrailing yieldYield$10k

VO1.39%$139

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

$136most kept, VO

VO$139 − $3 = $136

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, VO, DFAC

Today

19.7%most shared, VO and DFAC

IJHWCBRVODFAC

IJH—0.4%0.2%11.4%

WCBR0.4%—3.2%0.6%

VO0.2%3.2%—19.7%

DFAC11.4%0.6%19.7%—

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

Return vs Bumpiness: 4 ETFs

+37.3%WCBR, at 41.5% volatility

VOWorst drop−8.2%12.9% vol

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

VOWCBR

+10.6%Year to date+49.9%

1.4%Yield0.0%

+11.6%Past year+37.3%

0.03%Fee0.45%

2–2level

End-of-day Nov 6, 2026

Popular Pairs Near These Four

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