Compare · 4 funds side by side · dividends reinvested

DFAC, WCBR, IWF and IJR

DFACDimensional×WCBRWisdomTree×IWFiShares×IJRiShares×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,869DFAC · best of the four

02 / 04

DFAC, WCBR, IWF 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%+14.4%+18.1%+21.3%+11.0%−8.5%13.1%$85.6B2.0

iShares Core S&P Small-Cap ETFUS Stock Styles · Small cap0.06%1.20%+19.3%+23.1%+17.5%+5.9%−9.7%16.4%$104B2.3

WisdomTree Cybersecurity FundThematic · Cyber & cloud0.45%0.00%+56.2%+41.4%+30.7%+8.5%−29.1%41.6%$197M2.8

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.39%−5.3%−6.5%+19.4%+9.1%−14.6%19.4%$115B3.0

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

End-of-day Nov 9, 2026 · returns include dividends · since: DFAC 2005 · WCBR 2021 · IWF 2000 · IJR 2000

Head to Head

Swap sides Versus in desk

Head to Head

iShares Russell 1000 Growth ETF · $115B$15,441

IWF

IJR

iShares Core S&P Small-Cap ETF · $104B$13,293

$10,000 five years ago, dividends reinvested · they hold 0.1% in common

IWFMeasureIJR

−5.3%Year to dateJan 1 → Nov 9+19.3%

−6.5%1 yearTotal return+23.1%

+19.4%3 years · per year$10,000 became $17,022 · $16,241+17.5%

+9.1%5 years · per year$10,000 became $15,442 · $13,293+5.9%

0.18%Expense ratio$18 · $6 a year on $10k · lower is better0.06%

0.39%Trailing 12-mo yield$39 · $120 a year on $10k1.20%

−14.6%Worst dropSmaller is better−9.7%

19.4%VolatilityLower is calmer16.4%

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

2–6IJR wins

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

More Ways to See the Pairs

IWF vs IJR: Top 5 Holdings

Today

IWF

39.8%in top 5

IJR

in top 52.6%

IWFStockIJR

14.1%NVDAnot top 5

9.0%AAPLnot top 5

6.6%MSFTnot top 5

5.5%GOOGLnot top 5

4.5%AVGOnot top 5

not top 5PAYC0.6%

not top 5LTH0.5%

not top 5MTCH0.5%

not top 5RHP0.5%

not top 5PTGX0.5%

Held in common0.1%

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

IWF vs IJR Returns, Every Period

iSharesIWF

+9.1%

5 years, per year

IJRiShares

+5.9%

5 years, per year

IWFIJRFaded: behind in that period

2–2Level

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

IWF vs IJR

YTD

iSharesIWF

−5.3%

IJRiShares

+19.3%

−5.3%Year to date+19.3%

−14.6%Worst drop · 1Y−9.7%

19.4%Volatility · 1Y16.4%

0.4%Yield1.2%

$115BAssets$104B

4–0IJR wins

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

Cost, Income and Risk

Fees: DFAC, WCBR, IWF, IJR

Today

0.06%lowest, IJR

FundExpense ratioFee$10k

IJR0.06%$6

IWF0.18%$18

DFAC0.21%$21

WCBR0.45%$45

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

Yields: DFAC, WCBR, IWF, IJR

1.20%highest, IJR

FundTrailing yieldYield$10k

IJR1.20%$120

DFAC0.88%$88

IWF0.39%$39

WCBR0.00%$0

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

Income After Fees on $10,000

$114most kept, IJR

IJR$120 − $6 = $114

DFAC$88 − $21 = $67

IWF$39 − $18 = $21

WCBR$0 − $45 = −$45

KeptFee

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

Overlap: DFAC, WCBR, IWF, IJR

Today

40.2%most shared, DFAC and IWF

DFACWCBRIWFIJR

DFAC—0.6%40.2%6.4%

WCBR0.6%—2.4%0.3%

IWF40.2%2.4%—0.1%

IJR6.4%0.3%0.1%—

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

IJRWorst drop−9.7%16.4% vol

IWFWorst drop−14.6%19.4% 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

IJRWCBR

+19.3%Year to date+56.2%

1.2%Yield0.0%

+23.1%Past year+41.4%

0.06%Fee0.45%

2–2level

End-of-day Nov 9, 2026

Popular Pairs Near These Four

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$59.7B

1–1level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.1%

VIGVanguard

+14.8%

+33.1%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$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