Compare · 4 funds side by side · dividends reinvested

VO, WCBR, IJR and VTV

VOVanguard×WCBRWisdomTree×IJRiShares×VTVVanguard×

Story of the four · Growth1Y$10,000 one year agoDividends reinvested · all four on one scale$14,137WCBR · best of the four

02 / 04

VO, WCBR, IJR 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%$184B1.4

Vanguard Morningstar Mid-Cap ETFUS Stock Styles · Mid cap0.03%1.35%+13.6%+15.6%+18.8%+6.8%−8.2%13.1%$103B2.6

WisdomTree Cybersecurity FundThematic · Cyber & cloud0.45%0.00%+56.2%+41.4%+30.7%+8.5%−29.1%41.6%$197M2.6

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%$104B3.3

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: VO 2004 · WCBR 2021 · IJR 2000 · VTV 2004

Head to Head

Swap sides Versus in desk

Head to Head

Vanguard Morningstar Mid-Cap ETF · $103B$13,867

WCBR

WisdomTree Cybersecurity Fund · $197M$15,057

$10,000 five years ago, dividends reinvested · they hold 3.2% in common

VOMeasureWCBR

+13.6%Year to dateJan 1 → Nov 9+56.2%

+15.6%1 yearTotal return+41.4%

+18.8%3 years · per year$10,000 became $16,763 · $22,308+30.7%

+6.8%5 years · per year$10,000 became $13,867 · $15,057+8.5%

0.03%Expense ratio$3 · $45 a year on $10k · lower is better0.45%

1.35%Trailing 12-mo yield$135 · $0 a year on $10k0.00%

−8.2%Worst dropSmaller is better−29.1%

13.1%VolatilityLower is calmer41.6%

VOWCBR 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

VO vs WCBR: Top 5 Holdings

Today

5.3%in top 5

WCBR

in top 529.9%

VOStockWCBR

not top 5ZS6.7%

not top 5S6.1%

not top 5NTSK5.9%

not top 5CRWD5.8%

not top 5TENB5.5%

1.1%NETnot top 5

1.1%VLOnot top 5

1.1%MPCnot top 5

1.0%PSXnot top 5

1.0%PWRnot top 5

Held in common3.2%

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

VO vs WCBR Returns, Every Period

VanguardVO

+6.8%

5 years, per year

WCBRWisdomTree

+8.5%

5 years, per year

VOWCBRFaded: behind in that period

0–4WCBR wins

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

VO vs VTV

YTD

VanguardVO

+13.6%

VTVVanguard

+20.9%

+13.6%Year to date+20.9%

−8.2%Worst drop · 1Y−6.4%

13.1%Volatility · 1Y10.8%

1.4%Yield1.8%

$103BAssets$184B

4–0VTV wins

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

Cost, Income and Risk

Fees: VO, WCBR, IJR, VTV

Today

0.03%lowest, VO

FundExpense ratioFee$10k

VO0.03%$3

VTV0.03%$3

IJR0.06%$6

WCBR0.45%$45

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

Yields: VO, WCBR, IJR, VTV

1.83%highest, VTV

FundTrailing yieldYield$10k

VTV1.83%$183

VO1.35%$135

IJR1.21%$121

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

VO$135 − $3 = $132

IJR$121 − $6 = $115

WCBR$0 − $45 = −$45

KeptFee

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

Overlap: VO, WCBR, IJR, VTV

Today

28.5%most shared, VO and VTV

VOWCBRIJRVTV

VO—3.2%0.0%28.5%

WCBR3.2%—0.3%0.2%

IJR0.0%0.3%—0.0%

VTV28.5%0.2%0.0%—

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

VOWorst drop−8.2%13.1% 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

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

+33.2%

VIGVanguard

+14.8%

+33.2%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