Compare · 3 funds side by side · dividends reinvested

FITE, WCBR and VTV

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$20,557FITE · best of the three

02 / 04

FITE, WCBR 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%$184B1.8

State Street SPDR S&P Kensho Future Security ETFUS Stock Styles · Large cap0.45%0.11%+25.5%+21.3%+33.6%+15.5%−15.3%28.8%$153M1.9

WisdomTree Cybersecurity FundThematic · Cyber & cloud0.45%0.00%+62.0%+43.4%+33.1%+9.7%−29.1%40.9%$213M2.3

Rank among the three1st → 3rdFee, 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: FITE 2017 · WCBR 2021 · VTV 2004

Head to Head

Swap sides Versus in desk

Head to Head

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

VTV

FITE

State Street SPDR S&P Kensho Future Security ETF · $153M$20,557

$10,000 five years ago, dividends reinvested · they hold 3.4% in common

VTVMeasureFITE

+22.8%Year to dateJan 1 → Nov 4+25.5%

+27.5%1 yearTotal return+21.3%

+22.9%3 years · per year$10,000 became $18,551 · $23,859+33.6%

+12.9%5 years · per year$10,000 became $18,352 · $20,557+15.5%

0.03%Expense ratio$3 · $45 a year on $10k · lower is better0.45%

1.80%Trailing 12-mo yield$180 · $11 a year on $10k0.11%

−6.4%Worst dropSmaller is better−15.3%

10.2%VolatilityLower is calmer28.8%

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

5–3VTV wins

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

More Ways to See the Pairs

VTV vs FITE: Top 5 Holdings

Today

VTV

15.8%in top 5

FITE

in top 512.2%

VTVStockFITE

4.6%MUnot top 5

3.3%JPMnot top 5

2.9%BRK-Bnot top 5

not top 5RPD2.7%

2.6%XOMnot top 5

not top 5QLYS2.5%

2.4%JNJnot top 5

not top 5ZS2.4%

not top 5TENB2.3%

not top 5OSPN2.3%

Held in common3.4%

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

VTV vs FITE Returns, Every Period

VanguardVTV

+12.9%

5 years, per year

FITESPDR

+15.5%

5 years, per year

VTVFITEFaded: behind in that period

1–3FITE wins

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

VTV vs FITE

YTD

VanguardVTV

+22.8%

FITESPDR

+25.5%

+22.8%Year to date+25.5%

−6.4%Worst drop · 1Y−15.3%

10.2%Volatility · 1Y28.8%

1.8%Yield0.1%

$184BAssets$153M

3–1VTV wins

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

Cost, Income and Risk

Fees: FITE, WCBR, VTV

Today

0.03%lowest, VTV

FundExpense ratioFee$10k

VTV0.03%$3

FITE0.45%$45

WCBR0.45%$45

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

Yields: FITE, WCBR, VTV

1.80%highest, VTV

FundTrailing yieldYield$10k

VTV1.80%$180

FITE0.11%$11

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

FITE$11 − $45 = −$34

WCBR$0 − $45 = −$45

KeptFee

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

Overlap: FITE, WCBR, VTV

Today

31.3%most shared, FITE and WCBR

FITEWCBRVTV

FITE—31.3%3.4%

WCBR31.3%—0.2%

VTV3.4%0.2%—

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

Return vs Bumpiness: 3 ETFs

+43.4%WCBR, at 40.9% volatility

VTVWorst drop−6.4%10.2% vol

FITEWorst drop−15.3%28.8% 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 Three

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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026