Compare · 3 funds side by side · dividends reinvested

IJH, WCBR and VUG

IJHiShares×WCBRWisdomTree×VUGVanguard×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,124VUG · best of the three

02 / 04

IJH, WCBR and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P Mid-Cap ETFUS Stock Styles · Mid cap0.05%1.25%+9.5%+12.9%+16.5%+6.7%−8.8%15.5%$121B1.9

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.42%+1.4%+0.2%+22.6%+10.0%−15.1%19.0%$233B2.0

WisdomTree Cybersecurity FundThematic · Cyber & cloud0.45%0.00%+49.9%+37.3%+29.1%+7.4%−29.1%41.5%$213M2.1

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 6, 2026 · returns include dividends · since: IJH 2000 · WCBR 2021 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

Vanguard Morningstar Growth ETF · $233B$16,124

VUG

IJH

iShares Core S&P Mid-Cap ETF · $121B$13,830

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

VUGMeasureIJH

+1.4%Year to dateJan 1 → Nov 6+9.5%

+0.2%1 yearTotal return+12.9%

+22.6%3 years · per year$10,000 became $18,415 · $15,806+16.5%

+10.0%5 years · per year$10,000 became $16,124 · $13,830+6.7%

0.03%Expense ratio$3 · $5 a year on $10k · lower is better0.05%

0.42%Trailing 12-mo yield$42 · $125 a year on $10k1.25%

−15.1%Worst dropSmaller is better−8.8%

19.0%VolatilityLower is calmer15.5%

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

3–5IJH wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

VUG vs IJH: Top 5 Holdings

Today

VUG

45.2%in top 5

IJH

in top 53.5%

VUGStockIJH

13.5%NVDAnot top 5

12.5%AAPLnot top 5

9.7%MSFTnot top 5

5.2%GOOGLnot top 5

4.3%AVGOnot top 5

not top 5UTHR0.7%

not top 5FTI0.7%

not top 5USFD0.7%

not top 5THC0.7%

not top 5ATI0.7%

Held in common0.0%

End-of-day Nov 6, 2026 · share of each fund

VUG vs IJH Returns, Every Period

VanguardVUG

+10.0%

5 years, per year

IJHiShares

+6.7%

5 years, per year

VUGIJHFaded: behind in that period

2–2Level

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

VUG vs IJH

YTD

VanguardVUG

+1.4%

IJHiShares

+9.5%

+1.4%Year to date+9.5%

−15.1%Worst drop · 1Y−8.8%

19.0%Volatility · 1Y15.5%

0.4%Yield1.3%

$233BAssets$121B

4–0IJH wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: IJH, WCBR, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

IJH0.05%$5

WCBR0.45%$45

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: IJH, WCBR, VUG

1.25%highest, IJH

FundTrailing yieldYield$10k

IJH1.25%$125

VUG0.42%$42

WCBR0.00%$0

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$120most kept, IJH

IJH$125 − $5 = $120

VUG$42 − $3 = $39

WCBR$0 − $45 = −$45

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: IJH, WCBR, VUG

Today

2.6%most shared, WCBR and VUG

IJHWCBRVUG

IJH—0.4%0.0%

WCBR0.4%—2.6%

VUG0.0%2.6%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+37.3%WCBR, at 41.5% volatility

IJHWorst drop−8.8%15.5% vol

VUGWorst drop−15.1%19.0% vol

WCBRWorst drop−29.1%41.5% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

IJHWCBR

+9.5%Year to date+49.9%

1.3%Yield0.0%

+12.9%Past year+37.3%

0.05%Fee0.45%

2–2level

End-of-day Nov 6, 2026

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

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

$233BAssets$59.7B

1–1level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026