Compare · 4 funds side by side · dividends reinvested

DFAC, WCBR, VTV and VUG

DFACDimensional×WCBRWisdomTree×VTVVanguard×VUGVanguard×

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 VUG, 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%$184B1.5

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%$89.2B2.6

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

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.43%+0.5%−0.6%+22.8%+9.9%−15.1%19.0%$233B2.9

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 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

WisdomTree Cybersecurity Fund · $213M$14,639

WCBR

VUG

Vanguard Morningstar Growth ETF · $233B$16,052

$10,000 five years ago, dividends reinvested · they hold 2.6% in common

WCBRMeasureVUG

+50.7%Year to dateJan 1 → Nov 5+0.5%

+37.3%1 yearTotal return−0.6%

+29.2%3 years · per year$10,000 became $21,545 · $18,532+22.8%

+7.9%5 years · per year$10,000 became $14,639 · $16,052+9.9%

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

0.00%Trailing 12-mo yield$0 · $43 a year on $10k0.43%

−29.1%Worst dropSmaller is better−15.1%

41.4%VolatilityLower is calmer19.0%

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

3–5VUG 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 VUG: Top 5 Holdings

Today

WCBR

30.4%in top 5

VUG

in top 545.2%

WCBRStockVUG

not top 5NVDA13.5%

not top 5AAPL12.5%

not top 5MSFT9.7%

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 5GOOGL5.2%

not top 5AVGO4.3%

Held in common2.6%

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

WCBR vs VUG Returns, Every Period

WisdomTreeWCBR

+7.9%

5 years, per year

VUGVanguard

+9.9%

5 years, per year

WCBRVUGFaded: 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 VTV

YTD

WisdomTreeWCBR

+50.7%

VTVVanguard

+19.0%

+50.7%Year to date+19.0%

−29.1%Worst drop · 1Y−6.4%

41.4%Volatility · 1Y10.7%

0.0%Yield1.9%

$213MAssets$184B

3–1VTV wins

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

Cost, Income and Risk

Fees: DFAC, WCBR, VTV, VUG

Today

0.03%lowest, VTV

FundExpense ratioFee$10k

VTV0.03%$3

VUG0.03%$3

DFAC0.21%$21

WCBR0.45%$45

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

Yields: DFAC, WCBR, VTV, VUG

1.86%highest, VTV

FundTrailing yieldYield$10k

VTV1.86%$186

DFAC0.90%$90

VUG0.43%$43

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

VUG$43 − $3 = $40

WCBR$0 − $45 = −$45

KeptFee

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

Overlap: DFAC, WCBR, VTV, VUG

Today

37.7%most shared, DFAC and VTV

DFACWCBRVTVVUG

DFAC—0.6%37.7%36.2%

WCBR0.6%—0.2%2.6%

VTV37.7%0.2%—1.9%

VUG36.2%2.6%1.9%—

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

VUGWorst drop−15.1%19.0% 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$62.5B

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$15.9B

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%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026