Compare · 4 funds side by side · dividends reinvested

VUG, WCBR, VTV and IJH

VUGVanguard×WCBRWisdomTree×VTVVanguard×IJHiShares×

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

02 / 04

VUG, WCBR, VTV and IJH, 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%$184B1.5

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+4.2%+4.7%+22.9%+10.6%−15.1%19.1%$233B2.8

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%$125B2.9

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: VUG 2004 · WCBR 2021 · VTV 2004 · IJH 2000

Head to Head

Swap sides Versus in desk

Head to Head

Vanguard Morningstar Growth ETF · $233B$16,565

VUG

WCBR

WisdomTree Cybersecurity Fund · $197M$15,057

$10,000 five years ago, dividends reinvested · they hold 2.6% in common

VUGMeasureWCBR

+4.2%Year to dateJan 1 → Nov 9+56.2%

+4.7%1 yearTotal return+41.4%

+22.9%3 years · per year$10,000 became $18,569 · $22,308+30.7%

+10.6%5 years · per year$10,000 became $16,565 · $15,057+8.5%

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

0.41%Trailing 12-mo yield$41 · $0 a year on $10k0.00%

−15.1%Worst dropSmaller is better−29.1%

19.1%VolatilityLower is calmer41.6%

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

5–3VUG wins

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

More Ways to See the Pairs

VUG vs WCBR: Top 5 Holdings

Today

VUG

45.2%in top 5

WCBR

in top 529.9%

VUGStockWCBR

13.5%NVDAnot top 5

12.5%AAPLnot top 5

9.7%MSFTnot top 5

not top 5ZS6.7%

not top 5S6.1%

not top 5NTSK5.9%

not top 5CRWD5.8%

not top 5TENB5.5%

5.2%GOOGLnot top 5

4.3%AVGOnot top 5

Held in common2.6%

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

VUG vs WCBR Returns, Every Period

VanguardVUG

+10.6%

5 years, per year

WCBRWisdomTree

+8.5%

5 years, per year

VUGWCBRFaded: behind in that period

1–3WCBR wins

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

VUG vs VTV

YTD

VanguardVUG

+4.2%

VTVVanguard

+20.9%

+4.2%Year to date+20.9%

−15.1%Worst drop · 1Y−6.4%

19.1%Volatility · 1Y10.8%

0.4%Yield1.8%

$233BAssets$184B

4–0VTV wins

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

Cost, Income and Risk

Fees: VUG, WCBR, VTV, IJH

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

VTV0.03%$3

IJH0.05%$5

WCBR0.45%$45

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

Yields: VUG, WCBR, VTV, IJH

1.83%highest, VTV

FundTrailing yieldYield$10k

VTV1.83%$183

IJH1.21%$121

VUG0.41%$41

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

VUG$41 − $3 = $38

WCBR$0 − $45 = −$45

KeptFee

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

Overlap: VUG, WCBR, VTV, IJH

Today

2.6%most shared, VUG and WCBR

VUGWCBRVTVIJH

VUG—2.6%1.9%0.0%

WCBR2.6%—0.2%0.4%

VTV1.9%0.2%—0.2%

IJH0.0%0.4%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

VUGWorst drop−15.1%19.1% 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

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$61.4B

1–1level

End-of-day Nov 9, 2026

VTV vs SCHV

YTD

VanguardVTV

+20.9%

SCHVSchwab

+18.7%

+20.9%Year to date+18.7%

1.8%Yield1.8%

$184BAssets$15.7B

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%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026