Compare · 4 funds side by side · dividends reinvested

DFAC, WCBR, VTV and IWF

DFACDimensional×WCBRWisdomTree×VTVVanguard×IWFiShares×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,626VTV · best of the four

02 / 04

DFAC, WCBR, VTV and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Value ETFUS Stock Styles · Value0.03%1.86%+19.0%+24.0%+21.3%+12.0%−6.4%10.7%$184B1.4

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%$85.7B2.5

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%$113B3.3

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 · VTV 2004 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

iShares Russell 1000 Growth ETF · $113B$15,330

IWF

VTV

Vanguard Morningstar Value ETF · $184B$17,626

$10,000 five years ago, dividends reinvested · they hold 11.9% in common

IWFMeasureVTV

−6.5%Year to dateJan 1 → Nov 5+19.0%

−7.6%1 yearTotal return+24.0%

+19.5%3 years · per year$10,000 became $17,073 · $17,832+21.3%

+8.9%5 years · per year$10,000 became $15,330 · $17,626+12.0%

0.18%Expense ratio$18 · $3 a year on $10k · lower is better0.03%

0.39%Trailing 12-mo yield$39 · $186 a year on $10k1.86%

−14.6%Worst dropSmaller is better−6.4%

19.3%VolatilityLower is calmer10.7%

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

0–8VTV wins

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

More Ways to See the Pairs

IWF vs VTV: Top 5 Holdings

Today

IWF

39.6%in top 5

VTV

in top 515.8%

IWFStockVTV

14.6%NVDAnot top 5

8.5%AAPLnot top 5

6.4%MSFTnot top 5

5.3%GOOGLnot top 5

4.7%AVGOnot top 5

not top 5MU4.6%

not top 5JPM3.3%

not top 5BRK-B2.9%

not top 5XOM2.6%

not top 5JNJ2.4%

Held in common11.9%

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

IWF vs VTV Returns, Every Period

iSharesIWF

+8.9%

5 years, per year

VTVVanguard

+12.0%

5 years, per year

IWFVTVFaded: behind in that period

0–4VTV wins

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

IWF vs VTV

YTD

iSharesIWF

−6.5%

VTVVanguard

+19.0%

−6.5%Year to date+19.0%

−14.6%Worst drop · 1Y−6.4%

19.3%Volatility · 1Y10.7%

0.4%Yield1.9%

$113BAssets$184B

4–0VTV wins

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

Cost, Income and Risk

Fees: DFAC, WCBR, VTV, IWF

Today

0.03%lowest, VTV

FundExpense ratioFee$10k

VTV0.03%$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, VTV, IWF

1.86%highest, VTV

FundTrailing yieldYield$10k

VTV1.86%$186

DFAC0.90%$90

IWF0.39%$39

WCBR0.00%$0

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

Income After Fees on $10,000

$183most kept, VTV

VTV$186 − $3 = $183

DFAC$90 − $21 = $69

IWF$39 − $18 = $21

WCBR$0 − $45 = −$45

KeptFee

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

Overlap: DFAC, WCBR, VTV, IWF

Today

40.8%most shared, DFAC and IWF

DFACWCBRVTVIWF

DFAC—0.6%37.7%40.8%

WCBR0.6%—0.2%2.5%

VTV37.7%0.2%—11.9%

IWF40.8%2.5%11.9%—

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

VTVWorst drop−6.4%10.7% vol

DFACWorst drop−8.5%12.9% 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

VTVWCBR

+19.0%Year to date+50.7%

1.9%Yield0.0%

+24.0%Past year+37.3%

0.03%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$59.1B

1–1level

End-of-day Nov 5, 2026

VTV vs SCHV

YTD

VanguardVTV

+19.0%

SCHVSchwab

+16.6%

+19.0%Year to date+16.6%

1.9%Yield1.8%

$184BAssets$15.4B

2–0VTV wins

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%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026