Compare · 4 funds side by side · dividends reinvested

DFAC, WCBR, IJR and VTV

DFACDimensional×WCBRWisdomTree×IJRiShares×VTVVanguard×

Story of the four · Growth3Y$10,000 three years agoDividends reinvested · all four on one scale$23,581WCBR · best of the four

02 / 04

DFAC, WCBR, IJR and VTV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Value ETFUS Stock Styles · Value0.03%1.80%+22.8%+27.5%+22.9%+12.9%−6.4%10.2%$184B1.5

Dimensional - US Core Equity 2 ETFUS Stock Styles · Large cap0.21%0.87%+15.8%+17.7%+23.2%+11.7%−8.5%12.3%$87.6B2.8

WisdomTree Cybersecurity FundThematic · Cyber & cloud0.45%0.00%+62.0%+43.4%+33.1%+9.7%−29.1%40.9%$227M2.8

iShares Core S&P Small-Cap ETFUS Stock Styles · Small cap0.06%1.20%+19.9%+22.7%+19.3%+6.8%−9.7%15.8%$106B3.0

Rank among the four1st → 4thFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 4, 2026 · returns include dividends · since: DFAC 2005 · WCBR 2021 · IJR 2000 · VTV 2004

Head to Head

Swap sides Versus in desk

Head to Head

Dimensional - US Core Equity 2 ETF · $87.6B$17,417

DFAC

WCBR

WisdomTree Cybersecurity Fund · $227M$15,889

$10,000 five years ago, dividends reinvested · they hold 0.6% in common

DFACMeasureWCBR

+15.8%Year to dateJan 1 → Nov 4+62.0%

+17.7%1 yearTotal return+43.4%

+23.2%3 years · per year$10,000 became $18,682 · $23,581+33.1%

+11.7%5 years · per year$10,000 became $17,417 · $15,889+9.7%

0.21%Expense ratio$21 · $45 a year on $10k · lower is better0.45%

0.87%Trailing 12-mo yield$87 · $0 a year on $10k0.00%

−8.5%Worst dropSmaller is better−29.1%

12.3%VolatilityLower is calmer40.9%

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

5–3DFAC wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

DFAC vs WCBR: Top 5 Holdings

Today

DFAC

20.1%in top 5

WCBR

in top 530.4%

DFACStockWCBR

not top 5ZS7.0%

not top 5S6.1%

not top 5NTSK5.8%

not top 5CRWD5.8%

not top 5TENB5.7%

5.6%AAPLnot top 5

5.3%NVDAnot top 5

4.8%MSFTnot top 5

2.6%AMZNnot top 5

1.9%METAnot top 5

Held in common0.6%

End-of-day Nov 4, 2026 · share of each fund

DFAC vs WCBR Returns, Every Period

DimensionalDFAC

+11.7%

5 years, per year

WCBRWisdomTree

+9.7%

5 years, per year

DFACWCBRFaded: behind in that period

1–3WCBR wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

DFAC vs VTV

YTD

DimensionalDFAC

+15.8%

VTVVanguard

+22.8%

+15.8%Year to date+22.8%

−8.5%Worst drop · 1Y−6.4%

12.3%Volatility · 1Y10.2%

0.9%Yield1.8%

$87.6BAssets$184B

4–0VTV wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: DFAC, WCBR, IJR, VTV

Today

0.03%lowest, VTV

FundExpense ratioFee$10k

VTV0.03%$3

IJR0.06%$6

DFAC0.21%$21

WCBR0.45%$45

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: DFAC, WCBR, IJR, VTV

1.80%highest, VTV

FundTrailing yieldYield$10k

VTV1.80%$180

IJR1.20%$120

DFAC0.87%$87

WCBR0.00%$0

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$177most kept, VTV

VTV$180 − $3 = $177

IJR$120 − $6 = $114

DFAC$87 − $21 = $66

WCBR$0 − $45 = −$45

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: DFAC, WCBR, IJR, VTV

Today

37.7%most shared, DFAC and VTV

DFACWCBRIJRVTV

DFAC—0.6%6.4%37.7%

WCBR0.6%—0.3%0.2%

IJR6.4%0.3%—0.0%

VTV37.7%0.2%0.0%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+43.4%WCBR, at 40.9% volatility

VTVWorst drop−6.4%10.2% vol

DFACWorst drop−8.5%12.3% vol

IJRWorst drop−9.7%15.8% vol

WCBRWorst drop−29.1%40.9% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

VTVWCBR

+22.8%Year to date+62.0%

1.8%Yield0.0%

+27.5%Past year+43.4%

0.03%Fee0.45%

2–2level

End-of-day Nov 4, 2026

Popular Pairs Near These Four

VTV vs SCHV

YTD

VanguardVTV

+22.8%

SCHVSchwab

+20.4%

+22.8%Year to date+20.4%

1.8%Yield1.8%

$184BAssets$15.7B

1–0VTV wins

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026