Compare · 4 funds side by side · dividends reinvested

IJR, WCBR, VTV and DFAC

IJRiShares×WCBRWisdomTree×VTVVanguard×DFACDimensional×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,585VTV · best of the four

02 / 04

IJR, WCBR, VTV and DFAC, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Value ETFUS Stock Styles · Value0.03%1.87%+18.5%+22.9%+20.9%+12.0%−6.4%10.7%$184B1.5

WisdomTree Cybersecurity FundThematic · Cyber & cloud0.45%0.00%+49.9%+37.3%+29.1%+7.4%−29.1%41.5%$213M2.8

Dimensional - US Core Equity 2 ETFUS Stock Styles · Large cap0.21%0.90%+11.4%+13.8%+21.0%+10.6%−8.5%12.9%$85.7B2.8

iShares Core S&P Small-Cap ETFUS Stock Styles · Small cap0.06%1.24%+15.5%+17.6%+17.3%+5.7%−9.7%16.2%$104B3.0

Rank among the four1st → 4thFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 6, 2026 · returns include dividends · since: IJR 2000 · WCBR 2021 · VTV 2004 · DFAC 2005

Head to Head

Swap sides Versus in desk

Head to Head

WisdomTree Cybersecurity Fund · $213M$14,306

WCBR

DFAC

Dimensional - US Core Equity 2 ETF · $85.7B$16,525

$10,000 five years ago, dividends reinvested · they hold 0.6% in common

WCBRMeasureDFAC

+49.9%Year to dateJan 1 → Nov 6+11.4%

+37.3%1 yearTotal return+13.8%

+29.1%3 years · per year$10,000 became $21,504 · $17,722+21.0%

+7.4%5 years · per year$10,000 became $14,306 · $16,525+10.6%

0.45%Expense ratio$45 · $21 a year on $10k · lower is better0.21%

0.00%Trailing 12-mo yield$0 · $90 a year on $10k0.90%

−29.1%Worst dropSmaller is better−8.5%

41.5%VolatilityLower is calmer12.9%

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

3–5DFAC wins

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

More Ways to See the Pairs

WCBR vs DFAC: Top 5 Holdings

Today

WCBR

30.4%in top 5

DFAC

in top 520.4%

WCBRStockDFAC

7.0%ZSnot top 5

6.1%Snot top 5

not top 5AAPL5.9%

5.8%NTSKnot top 5

5.8%CRWDnot top 5

5.7%TENBnot top 5

not top 5MSFT5.0%

not top 5NVDA4.8%

not top 5AMZN2.7%

not top 5META1.9%

Held in common0.6%

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

WCBR vs DFAC Returns, Every Period

WisdomTreeWCBR

+7.4%

5 years, per year

DFACDimensional

+10.6%

5 years, per year

WCBRDFACFaded: behind in that period

3–1WCBR wins

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

Thematic vs Stocks: WCBR vs VTV

YTD

WisdomTreeWCBR

+49.9%

VTVVanguard

+18.5%

+49.9%Year to date+18.5%

−29.1%Worst drop · 1Y−6.4%

41.5%Volatility · 1Y10.7%

0.0%Yield1.9%

$213MAssets$184B

3–1VTV wins

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

Cost, Income and Risk

Fees: IJR, WCBR, VTV, DFAC

Today

0.03%lowest, VTV

FundExpense ratioFee$10k

VTV0.03%$3

IJR0.06%$6

DFAC0.21%$21

WCBR0.45%$45

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

Yields: IJR, WCBR, VTV, DFAC

1.87%highest, VTV

FundTrailing yieldYield$10k

VTV1.87%$187

IJR1.24%$124

DFAC0.90%$90

WCBR0.00%$0

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

Income After Fees on $10,000

$184most kept, VTV

VTV$187 − $3 = $184

IJR$124 − $6 = $118

DFAC$90 − $21 = $69

WCBR$0 − $45 = −$45

KeptFee

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

Overlap: IJR, WCBR, VTV, DFAC

Today

38.0%most shared, VTV and DFAC

IJRWCBRVTVDFAC

IJR—0.3%0.0%6.4%

WCBR0.3%—0.2%0.6%

VTV0.0%0.2%—38.0%

DFAC6.4%0.6%38.0%—

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

Return vs Bumpiness: 4 ETFs

+37.3%WCBR, at 41.5% volatility

VTVWorst drop−6.4%10.7% vol

DFACWorst drop−8.5%12.9% vol

IJRWorst drop−9.7%16.2% 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

VTVWCBR

+18.5%Year to date+49.9%

1.9%Yield0.0%

+22.9%Past year+37.3%

0.03%Fee0.45%

2–2level

End-of-day Nov 6, 2026

Popular Pairs Near These Four

VTV vs SCHV

YTD

VanguardVTV

+18.5%

SCHVSchwab

+16.2%

+18.5%Year to date+16.2%

1.9%Yield1.8%

$184BAssets$15.4B

2–0VTV wins

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