Compare · 4 funds side by side · dividends reinvested

DFAC, WCBR, IWF and VUG

DFACDimensional×WCBRWisdomTree×IWFiShares×VUGVanguard×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,526DFAC · best of the four

02 / 04

DFAC, WCBR, IWF and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Dimensional - US Core Equity 2 ETFUS Stock Styles · Large cap0.21%0.90%+11.2%+14.3%+21.2%+10.6%−8.5%12.9%$89.2B1.8

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.43%+0.5%−0.6%+22.8%+9.9%−15.1%19.0%$233B2.3

WisdomTree Cybersecurity FundThematic · Cyber & cloud0.45%0.00%+50.7%+37.3%+29.2%+7.9%−29.1%41.4%$213M2.9

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.39%−6.5%−7.6%+19.5%+8.9%−14.6%19.3%$121B3.1

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

End-of-day Nov 5, 2026 · returns include dividends · since: DFAC 2005 · WCBR 2021 · IWF 2000 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

WisdomTree Cybersecurity Fund · $213M$14,639

WCBR

IWF

iShares Russell 1000 Growth ETF · $121B$15,330

$10,000 five years ago, dividends reinvested · they hold 2.5% in common

WCBRMeasureIWF

+50.7%Year to dateJan 1 → Nov 5−6.5%

+37.3%1 yearTotal return−7.6%

+29.2%3 years · per year$10,000 became $21,545 · $17,073+19.5%

+7.9%5 years · per year$10,000 became $14,639 · $15,330+8.9%

0.45%Expense ratio$45 · $18 a year on $10k · lower is better0.18%

0.00%Trailing 12-mo yield$0 · $39 a year on $10k0.39%

−29.1%Worst dropSmaller is better−14.6%

41.4%VolatilityLower is calmer19.3%

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

3–5IWF wins

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

More Ways to See the Pairs

WCBR vs IWF: Top 5 Holdings

Today

WCBR

30.4%in top 5

IWF

in top 539.6%

WCBRStockIWF

not top 5NVDA14.6%

not top 5AAPL8.5%

7.0%ZSnot top 5

not top 5MSFT6.4%

6.1%Snot top 5

5.8%NTSKnot top 5

5.8%CRWDnot top 5

5.7%TENBnot top 5

not top 5GOOGL5.3%

not top 5AVGO4.7%

Held in common2.5%

End-of-day Nov 5, 2026 · share of each fund

WCBR vs IWF Returns, Every Period

WisdomTreeWCBR

+7.9%

5 years, per year

IWFiShares

+8.9%

5 years, per year

WCBRIWFFaded: behind in that period

3–1WCBR wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

Thematic vs Stocks: WCBR vs DFAC

YTD

WisdomTreeWCBR

+50.7%

DFACDimensional

+11.2%

+50.7%Year to date+11.2%

−29.1%Worst drop · 1Y−8.5%

41.4%Volatility · 1Y12.9%

0.0%Yield0.9%

$213MAssets$89.2B

3–1DFAC wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: DFAC, WCBR, IWF, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

IWF0.18%$18

DFAC0.21%$21

WCBR0.45%$45

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: DFAC, WCBR, IWF, VUG

0.90%highest, DFAC

FundTrailing yieldYield$10k

DFAC0.90%$90

VUG0.43%$43

IWF0.39%$39

WCBR0.00%$0

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$69most kept, DFAC

DFAC$90 − $21 = $69

VUG$43 − $3 = $40

IWF$39 − $18 = $21

WCBR$0 − $45 = −$45

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: DFAC, WCBR, IWF, VUG

Today

78.0%most shared, IWF and VUG

DFACWCBRIWFVUG

DFAC—0.6%40.8%36.2%

WCBR0.6%—2.5%2.6%

IWF40.8%2.5%—78.0%

VUG36.2%2.6%78.0%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+37.3%WCBR, at 41.4% volatility

DFACWorst drop−8.5%12.9% vol

VUGWorst drop−15.1%19.0% vol

IWFWorst drop−14.6%19.3% vol

WCBRWorst drop−29.1%41.4% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

DFACWCBR

+11.2%Year to date+50.7%

0.9%Yield0.0%

+14.3%Past year+37.3%

0.21%Fee0.45%

2–2level

End-of-day Nov 5, 2026

Popular Pairs Near These Four

VUG vs SCHG

YTD

VanguardVUG

+0.5%

SCHGSchwab

+0.9%

+0.5%Year to date+0.9%

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

$233BAssets$62.5B

1–1level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026