Compare · 3 funds side by side · dividends reinvested

DFAC, WCBR and IJR

DFACDimensional×WCBRWisdomTree×IJRiShares×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,525DFAC · best of the three

02 / 04

DFAC, WCBR and IJR, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

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%$85.7B1.9

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%$104B2.0

WisdomTree Cybersecurity FundThematic · Cyber & cloud0.45%0.00%+49.9%+37.3%+29.1%+7.4%−29.1%41.5%$213M2.1

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: DFAC 2005 · WCBR 2021 · IJR 2000

Head to Head

Swap sides Versus in desk

Head to Head

WisdomTree Cybersecurity Fund · $213M$14,306

WCBR

IJR

iShares Core S&P Small-Cap ETF · $104B$13,170

$10,000 five years ago, dividends reinvested · they hold 0.3% in common

WCBRMeasureIJR

+49.9%Year to dateJan 1 → Nov 6+15.5%

+37.3%1 yearTotal return+17.6%

+29.1%3 years · per year$10,000 became $21,504 · $16,147+17.3%

+7.4%5 years · per year$10,000 became $14,306 · $13,170+5.7%

0.45%Expense ratio$45 · $6 a year on $10k · lower is better0.06%

0.00%Trailing 12-mo yield$0 · $124 a year on $10k1.24%

−29.1%Worst dropSmaller is better−9.7%

41.5%VolatilityLower is calmer16.2%

WCBRIJR 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

WCBR vs IJR: Top 5 Holdings

Today

WCBR

30.4%in top 5

IJR

in top 52.6%

WCBRStockIJR

7.0%ZSnot top 5

6.1%Snot top 5

5.8%NTSKnot top 5

5.8%CRWDnot top 5

5.7%TENBnot top 5

not top 5PAYC0.6%

not top 5LTH0.5%

not top 5MTCH0.5%

not top 5RHP0.5%

not top 5PTGX0.5%

Held in common0.3%

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

WCBR vs IJR Returns, Every Period

WisdomTreeWCBR

+7.4%

5 years, per year

IJRiShares

+5.7%

5 years, per year

WCBRIJRFaded: behind in that period

4–0WCBR wins

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

Thematic vs Stocks: WCBR vs IJR

YTD

WisdomTreeWCBR

+49.9%

IJRiShares

+15.5%

+49.9%Year to date+15.5%

−29.1%Worst drop · 1Y−9.7%

41.5%Volatility · 1Y16.2%

0.0%Yield1.2%

$213MAssets$104B

3–1IJR wins

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

Cost, Income and Risk

Fees: DFAC, WCBR, IJR

Today

0.06%lowest, IJR

FundExpense ratioFee$10k

IJR0.06%$6

DFAC0.21%$21

WCBR0.45%$45

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

Yields: DFAC, WCBR, IJR

1.24%highest, IJR

FundTrailing yieldYield$10k

IJR1.24%$124

DFAC0.90%$90

WCBR0.00%$0

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

Income After Fees on $10,000

$118most kept, IJR

IJR$124 − $6 = $118

DFAC$90 − $21 = $69

WCBR$0 − $45 = −$45

KeptFee

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

Overlap: DFAC, WCBR, IJR

Today

6.4%most shared, DFAC and IJR

DFACWCBRIJR

DFAC—0.6%6.4%

WCBR0.6%—0.3%

IJR6.4%0.3%—

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

DFACWorst drop−8.5%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

IJRWCBR

+15.5%Year to date+49.9%

1.2%Yield0.0%

+17.6%Past year+37.3%

0.06%Fee0.45%

2–2level

End-of-day Nov 6, 2026

Popular Pairs Near These Three

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

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026