Compare · 4 funds side by side · dividends reinvested

DFAC, WCBR, IJH and IJR

DFACDimensional×WCBRWisdomTree×IJHiShares×IJRiShares×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,820DFAC · best of the four

02 / 04

DFAC, WCBR, IJH and IJR, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Dimensional - US Core Equity 2 ETFUS Stock Styles · Large cap0.21%0.88%+14.1%+17.7%+21.2%+11.0%−8.5%13.1%$87.7B2.1

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 Mid-Cap ETFUS Stock Styles · Mid cap0.05%1.21%+13.6%+17.5%+16.9%+7.0%−8.8%15.8%$125B2.6

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%$107B2.6

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: DFAC 2005 · WCBR 2021 · IJH 2000 · IJR 2000

Head to Head

Swap sides Versus in desk

Head to Head

WisdomTree Cybersecurity Fund · $197M$15,057

WCBR

DFAC

Dimensional - US Core Equity 2 ETF · $87.7B$16,820

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

WCBRMeasureDFAC

+56.2%Year to dateJan 1 → Nov 9+14.1%

+41.4%1 yearTotal return+17.7%

+30.7%3 years · per year$10,000 became $22,308 · $17,787+21.2%

+8.5%5 years · per year$10,000 became $15,057 · $16,820+11.0%

0.45%Expense ratio$45 · $21 a year on $10k · lower is better0.21%

0.00%Trailing 12-mo yield$0 · $88 a year on $10k0.88%

−29.1%Worst dropSmaller is better−8.5%

41.6%VolatilityLower is calmer13.1%

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

3–5DFAC wins

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

More Ways to See the Pairs

WCBR vs DFAC: Top 5 Holdings

Today

WCBR

29.9%in top 5

DFAC

in top 520.4%

WCBRStockDFAC

6.7%ZSnot top 5

6.1%Snot top 5

not top 5AAPL5.9%

5.9%NTSKnot top 5

5.8%CRWDnot top 5

5.5%TENBnot top 5

not top 5MSFT5.0%

not top 5NVDA4.9%

not top 5AMZN2.7%

not top 5META1.9%

Held in common0.6%

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

WCBR vs DFAC Returns, Every Period

WisdomTreeWCBR

+8.5%

5 years, per year

DFACDimensional

+11.0%

5 years, per year

WCBRDFACFaded: behind in that period

3–1WCBR wins

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

Thematic vs Stocks: WCBR vs IJH

YTD

WisdomTreeWCBR

+56.2%

IJHiShares

+13.6%

+56.2%Year to date+13.6%

−29.1%Worst drop · 1Y−8.8%

41.6%Volatility · 1Y15.8%

0.0%Yield1.2%

$197MAssets$125B

3–1IJH wins

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

Cost, Income and Risk

Fees: DFAC, WCBR, IJH, IJR

Today

0.05%lowest, IJH

FundExpense ratioFee$10k

IJH0.05%$5

IJR0.06%$6

DFAC0.21%$21

WCBR0.45%$45

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

Yields: DFAC, WCBR, IJH, IJR

1.21%highest, IJH

FundTrailing yieldYield$10k

IJH1.21%$121

IJR1.21%$121

DFAC0.88%$88

WCBR0.00%$0

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$116most kept, IJH

IJH$121 − $5 = $116

IJR$121 − $6 = $115

DFAC$88 − $21 = $67

WCBR$0 − $45 = −$45

KeptFee

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

Overlap: DFAC, WCBR, IJH, IJR

Today

11.4%most shared, DFAC and IJH

DFACWCBRIJHIJR

DFAC—0.6%11.4%6.4%

WCBR0.6%—0.4%0.3%

IJH11.4%0.4%—0.0%

IJR6.4%0.3%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

DFACWorst drop−8.5%13.1% vol

IJHWorst drop−8.8%15.8% 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

IJHWCBR

+13.6%Year to date+56.2%

1.2%Yield0.0%

+17.5%Past year+41.4%

0.05%Fee0.45%

2–2level

End-of-day Nov 9, 2026

Popular Pairs Near These Four

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

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

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026