Compare · 4 funds side by side · dividends reinvested

DFAC, WCBR, VTV and VO

DFACDimensional×WCBRWisdomTree×VTVVanguard×VOVanguard×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,865VTV · best of the four

02 / 04

DFAC, WCBR, VTV and VO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Value ETFUS Stock Styles · Value0.03%1.83%+20.9%+25.4%+21.0%+12.3%−6.4%10.8%$184B1.5

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%$85.6B2.6

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

Vanguard Morningstar Mid-Cap ETFUS Stock Styles · Mid cap0.03%1.35%+13.6%+15.6%+18.8%+6.8%−8.2%13.1%$103B3.0

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 · VTV 2004 · VO 2004

Head to Head

Swap sides Versus in desk

Head to Head

WisdomTree Cybersecurity Fund · $197M$15,057

WCBR

Vanguard Morningstar Mid-Cap ETF · $103B$13,867

$10,000 five years ago, dividends reinvested · they hold 3.2% in common

WCBRMeasureVO

+56.2%Year to dateJan 1 → Nov 9+13.6%

+41.4%1 yearTotal return+15.6%

+30.7%3 years · per year$10,000 became $22,308 · $16,763+18.8%

+8.5%5 years · per year$10,000 became $15,057 · $13,867+6.8%

0.45%Expense ratio$45 · $3 a year on $10k · lower is better0.03%

0.00%Trailing 12-mo yield$0 · $135 a year on $10k1.35%

−29.1%Worst dropSmaller is better−8.2%

41.6%VolatilityLower is calmer13.1%

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

4–4Level

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 VO: Top 5 Holdings

Today

WCBR

29.9%in top 5

in top 55.3%

WCBRStockVO

6.7%ZSnot top 5

6.1%Snot top 5

5.9%NTSKnot top 5

5.8%CRWDnot top 5

5.5%TENBnot top 5

not top 5NET1.1%

not top 5VLO1.1%

not top 5MPC1.1%

not top 5PSX1.0%

not top 5PWR1.0%

Held in common3.2%

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

WCBR vs VO Returns, Every Period

WisdomTreeWCBR

+8.5%

5 years, per year

VOVanguard

+6.8%

5 years, per year

WCBRVOFaded: behind in that period

4–0WCBR wins

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

Thematic vs Stocks: WCBR vs VTV

YTD

WisdomTreeWCBR

+56.2%

VTVVanguard

+20.9%

+56.2%Year to date+20.9%

−29.1%Worst drop · 1Y−6.4%

41.6%Volatility · 1Y10.8%

0.0%Yield1.8%

$197MAssets$184B

3–1VTV wins

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

Cost, Income and Risk

Fees: DFAC, WCBR, VTV, VO

Today

0.03%lowest, VTV

FundExpense ratioFee$10k

VTV0.03%$3

VO0.03%$3

DFAC0.21%$21

WCBR0.45%$45

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

Yields: DFAC, WCBR, VTV, VO

1.83%highest, VTV

FundTrailing yieldYield$10k

VTV1.83%$183

VO1.35%$135

DFAC0.88%$88

WCBR0.00%$0

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

Income After Fees on $10,000

$180most kept, VTV

VTV$183 − $3 = $180

VO$135 − $3 = $132

DFAC$88 − $21 = $67

WCBR$0 − $45 = −$45

KeptFee

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

Overlap: DFAC, WCBR, VTV, VO

Today

37.8%most shared, DFAC and VTV

DFACWCBRVTVVO

DFAC—0.6%37.8%19.6%

WCBR0.6%—0.2%3.2%

VTV37.8%0.2%—28.5%

VO19.6%3.2%28.5%—

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

VTVWorst drop−6.4%10.8% vol

DFACWorst drop−8.5%13.1% vol

VOWorst drop−8.2%13.1% 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

VTVWCBR

+20.9%Year to date+56.2%

1.8%Yield0.0%

+25.4%Past year+41.4%

0.03%Fee0.45%

2–2level

End-of-day Nov 9, 2026

Popular Pairs Near These Four

VTV vs SCHV

YTD

VanguardVTV

+20.9%

SCHVSchwab

+18.7%

+20.9%Year to date+18.7%

1.8%Yield1.8%

$184BAssets$15.4B

1–0VTV wins

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%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