Compare · 3 funds side by side · dividends reinvested

VTV, WCBR and DFAC

VTVVanguard×WCBRWisdomTree×DFACDimensional×

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

02 / 04

VTV, WCBR and DFAC, 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%$184B1.5

WisdomTree Cybersecurity FundThematic · Cyber & cloud0.45%0.00%+49.9%+37.3%+29.1%+7.4%−29.1%41.5%$213M2.3

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%$85.7B2.3

Rank among the three1st → 3rdFee, 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: VTV 2004 · WCBR 2021 · DFAC 2005

Head to Head

Swap sides Versus in desk

Head to Head

Vanguard Morningstar Value ETF · $184B$17,585

VTV

WCBR

WisdomTree Cybersecurity Fund · $213M$14,306

$10,000 five years ago, dividends reinvested · they hold 0.2% in common

VTVMeasureWCBR

+18.5%Year to dateJan 1 → Nov 6+49.9%

+22.9%1 yearTotal return+37.3%

+20.9%3 years · per year$10,000 became $17,687 · $21,504+29.1%

+12.0%5 years · per year$10,000 became $17,585 · $14,306+7.4%

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

1.87%Trailing 12-mo yield$187 · $0 a year on $10k0.00%

−6.4%Worst dropSmaller is better−29.1%

10.7%VolatilityLower is calmer41.5%

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

5–3VTV wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

VTV vs WCBR: Top 5 Holdings

Today

VTV

15.8%in top 5

WCBR

in top 530.4%

VTVStockWCBR

not top 5ZS7.0%

not top 5S6.1%

not top 5NTSK5.8%

not top 5CRWD5.8%

not top 5TENB5.7%

4.6%MUnot top 5

3.3%JPMnot top 5

2.9%BRK-Bnot top 5

2.6%XOMnot top 5

2.4%JNJnot top 5

Held in common0.2%

End-of-day Nov 6, 2026 · share of each fund

VTV vs WCBR Returns, Every Period

VanguardVTV

+12.0%

5 years, per year

WCBRWisdomTree

+7.4%

5 years, per year

VTVWCBRFaded: behind in that period

1–3WCBR wins

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

VTV vs DFAC

YTD

VanguardVTV

+18.5%

DFACDimensional

+11.4%

+18.5%Year to date+11.4%

−6.4%Worst drop · 1Y−8.5%

10.7%Volatility · 1Y12.9%

1.9%Yield0.9%

$184BAssets$85.7B

4–0VTV wins

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

Cost, Income and Risk

Fees: VTV, WCBR, DFAC

Today

0.03%lowest, VTV

FundExpense ratioFee$10k

VTV0.03%$3

DFAC0.21%$21

WCBR0.45%$45

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

Yields: VTV, WCBR, DFAC

1.87%highest, VTV

FundTrailing yieldYield$10k

VTV1.87%$187

DFAC0.90%$90

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

DFAC$90 − $21 = $69

WCBR$0 − $45 = −$45

KeptFee

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

Overlap: VTV, WCBR, DFAC

Today

38.0%most shared, VTV and DFAC

VTVWCBRDFAC

VTV—0.2%38.0%

WCBR0.2%—0.6%

DFAC38.0%0.6%—

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

Return vs Bumpiness: 3 ETFs

+37.3%WCBR, at 41.5% volatility

VTVWorst drop−6.4%10.7% vol

DFACWorst drop−8.5%12.9% 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 Three

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