Compare · 4 funds side by side · dividends reinvested

VO, WCBR, VTV and IJR

VOVanguard×WCBRWisdomTree×VTVVanguard×IJRiShares×

Story of the four · Growth3Y$10,000 three years agoDividends reinvested · all four on one scale$21,504WCBR · best of the four

02 / 04

VO, WCBR, VTV and IJR, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Value ETFUS Stock Styles · Value0.03%1.87%+18.5%+22.9%+20.9%+12.0%−6.4%10.7%$184B1.4

Vanguard Morningstar Mid-Cap ETFUS Stock Styles · Mid cap0.03%1.39%+10.6%+11.6%+18.6%+6.3%−8.2%12.9%$103B2.6

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 Small-Cap ETFUS Stock Styles · Small cap0.06%1.24%+15.5%+17.6%+17.3%+5.7%−9.7%16.2%$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 6, 2026 · returns include dividends · since: VO 2004 · WCBR 2021 · VTV 2004 · IJR 2000

Head to Head

Swap sides Versus in desk

Head to Head

Vanguard Morningstar Mid-Cap ETF · $103B$13,590

WCBR

WisdomTree Cybersecurity Fund · $213M$14,306

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

VOMeasureWCBR

+10.6%Year to dateJan 1 → Nov 6+49.9%

+11.6%1 yearTotal return+37.3%

+18.6%3 years · per year$10,000 became $16,701 · $21,504+29.1%

+6.3%5 years · per year$10,000 became $13,590 · $14,306+7.4%

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

1.39%Trailing 12-mo yield$139 · $0 a year on $10k0.00%

−8.2%Worst dropSmaller is better−29.1%

12.9%VolatilityLower is calmer41.5%

VOWCBR 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

VO vs WCBR: Top 5 Holdings

Today

5.3%in top 5

WCBR

in top 530.4%

VOStockWCBR

not top 5ZS7.0%

not top 5S6.1%

not top 5NTSK5.8%

not top 5CRWD5.8%

not top 5TENB5.7%

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 6, 2026 · share of each fund

VO vs WCBR Returns, Every Period

VanguardVO

+6.3%

5 years, per year

WCBRWisdomTree

+7.4%

5 years, per year

VOWCBRFaded: behind in that period

0–4WCBR wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

VO vs VTV

YTD

VanguardVO

+10.6%

VTVVanguard

+18.5%

+10.6%Year to date+18.5%

−8.2%Worst drop · 1Y−6.4%

12.9%Volatility · 1Y10.7%

1.4%Yield1.9%

$103BAssets$184B

4–0VTV wins

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

Cost, Income and Risk

Fees: VO, WCBR, VTV, IJR

Today

0.03%lowest, VO

FundExpense ratioFee$10k

VO0.03%$3

VTV0.03%$3

IJR0.06%$6

WCBR0.45%$45

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

Yields: VO, WCBR, VTV, IJR

1.87%highest, VTV

FundTrailing yieldYield$10k

VTV1.87%$187

VO1.39%$139

IJR1.24%$124

WCBR0.00%$0

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$184most kept, VTV

VTV$187 − $3 = $184

VO$139 − $3 = $136

IJR$124 − $6 = $118

WCBR$0 − $45 = −$45

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: VO, WCBR, VTV, IJR

Today

28.5%most shared, VO and VTV

VOWCBRVTVIJR

VO—3.2%28.5%0.0%

WCBR3.2%—0.2%0.3%

VTV28.5%0.2%—0.0%

IJR0.0%0.3%0.0%—

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

VTVWorst drop−6.4%10.7% vol

VOWorst drop−8.2%12.9% vol

IJRWorst drop−9.7%16.2% 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

VTVWCBR

+18.5%Year to date+49.9%

1.9%Yield0.0%

+22.9%Past year+37.3%

0.03%Fee0.45%

2–2level

End-of-day Nov 6, 2026

Popular Pairs Near These Four

VTV vs SCHV

YTD

VanguardVTV

+18.5%

SCHVSchwab

+16.2%

+18.5%Year to date+16.2%

1.9%Yield1.8%

$184BAssets$15.4B

2–0VTV wins

End-of-day Nov 6, 2026

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%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026