Compare · 4 funds side by side · dividends reinvested

DFAC, WCBR, VUG and VTV

DFACDimensional×WCBRWisdomTree×VUGVanguard×VTVVanguard×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$18,352VTV · best of the four

02 / 04

DFAC, WCBR, VUG and VTV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Value ETFUS Stock Styles · Value0.03%1.80%+22.8%+27.5%+22.9%+12.9%−6.4%10.2%$184B1.6

Dimensional - US Core Equity 2 ETFUS Stock Styles · Large cap0.21%0.87%+15.8%+17.7%+23.2%+11.7%−8.5%12.3%$89.2B2.5

WisdomTree Cybersecurity FundThematic · Cyber & cloud0.45%0.00%+62.0%+43.4%+33.1%+9.7%−29.1%40.9%$213M2.9

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.40%+6.3%+3.4%+25.4%+11.4%−16.1%18.2%$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 4, 2026 · returns include dividends · since: DFAC 2005 · WCBR 2021 · VUG 2004 · VTV 2004

Head to Head

Swap sides Versus in desk

Head to Head

Vanguard Morningstar Growth ETF · $233B$17,153

VUG

VTV

Vanguard Morningstar Value ETF · $184B$18,352

$10,000 five years ago, dividends reinvested · they hold 1.9% in common

VUGMeasureVTV

+6.3%Year to dateJan 1 → Nov 4+22.8%

+3.4%1 yearTotal return+27.5%

+25.4%3 years · per year$10,000 became $19,712 · $18,551+22.9%

+11.4%5 years · per year$10,000 became $17,153 · $18,352+12.9%

0.03%Expense ratio$3 · $3 a year on $10k · lower is better0.03%

0.40%Trailing 12-mo yield$40 · $180 a year on $10k1.80%

−16.1%Worst dropSmaller is better−6.4%

18.2%VolatilityLower is calmer10.2%

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

1–6VTV wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

VUG vs VTV: Top 5 Holdings

Today

VUG

45.2%in top 5

VTV

in top 515.8%

VUGStockVTV

13.5%NVDAnot top 5

12.5%AAPLnot top 5

9.7%MSFTnot top 5

5.2%GOOGLnot top 5

not top 5MU4.6%

4.3%AVGOnot top 5

not top 5JPM3.3%

not top 5BRK-B2.9%

not top 5XOM2.6%

not top 5JNJ2.4%

Held in common1.9%

End-of-day Nov 4, 2026 · share of each fund

VUG vs VTV Returns, Every Period

VanguardVUG

+11.4%

5 years, per year

VTVVanguard

+12.9%

5 years, per year

VUGVTVFaded: behind in that period

1–3VTV wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

VUG vs VTV

YTD

VanguardVUG

+6.3%

VTVVanguard

+22.8%

+6.3%Year to date+22.8%

−16.1%Worst drop · 1Y−6.4%

18.2%Volatility · 1Y10.2%

0.4%Yield1.8%

$233BAssets$184B

4–0VTV wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: DFAC, WCBR, VUG, VTV

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

VTV0.03%$3

DFAC0.21%$21

WCBR0.45%$45

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: DFAC, WCBR, VUG, VTV

1.80%highest, VTV

FundTrailing yieldYield$10k

VTV1.80%$180

DFAC0.87%$87

VUG0.40%$40

WCBR0.00%$0

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$177most kept, VTV

VTV$180 − $3 = $177

DFAC$87 − $21 = $66

VUG$40 − $3 = $37

WCBR$0 − $45 = −$45

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: DFAC, WCBR, VUG, VTV

Today

37.7%most shared, DFAC and VTV

DFACWCBRVUGVTV

DFAC—0.6%36.1%37.7%

WCBR0.6%—2.6%0.2%

VUG36.1%2.6%—1.9%

VTV37.7%0.2%1.9%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+43.4%WCBR, at 40.9% volatility

VTVWorst drop−6.4%10.2% vol

DFACWorst drop−8.5%12.3% vol

VUGWorst drop−16.1%18.2% vol

WCBRWorst drop−29.1%40.9% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

VTVWCBR

+22.8%Year to date+62.0%

1.8%Yield0.0%

+27.5%Past year+43.4%

0.03%Fee0.45%

2–2level

End-of-day Nov 4, 2026

Popular Pairs Near These Four

VUG vs SCHG

YTD

VanguardVUG

+6.3%

SCHGSchwab

+6.8%

+6.3%Year to date+6.8%

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

$233BAssets$62.5B

1–1level

End-of-day Nov 4, 2026

VTV vs SCHV

YTD

VanguardVTV

+22.8%

SCHVSchwab

+20.4%

+22.8%Year to date+20.4%

1.8%Yield1.8%

$184BAssets$15.9B

1–0VTV wins

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026