Compare · 4 funds side by side · dividends reinvested

VO, WCBR, DFAC and IJR

VOVanguard×WCBRWisdomTree×DFACDimensional×IJRiShares×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,526DFAC · best of the four

02 / 04

VO, WCBR, DFAC and IJR, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Mid-Cap ETFUS Stock Styles · Mid cap0.03%1.39%+10.7%+12.4%+18.9%+6.4%−8.2%12.9%$103B2.3

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%$89.2B2.4

WisdomTree Cybersecurity FundThematic · Cyber & cloud0.45%0.00%+50.7%+37.3%+29.2%+7.9%−29.1%41.4%$213M2.6

iShares Core S&P Small-Cap ETFUS Stock Styles · Small cap0.06%1.24%+15.4%+19.4%+17.4%+5.6%−9.7%16.3%$108B2.8

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: VO 2004 · WCBR 2021 · DFAC 2005 · IJR 2000

Head to Head

Swap sides Versus in desk

Head to Head

iShares Core S&P Small-Cap ETF · $108B$13,136

IJR

DFAC

Dimensional - US Core Equity 2 ETF · $89.2B$16,526

$10,000 five years ago, dividends reinvested · they hold 6.4% in common

IJRMeasureDFAC

+15.4%Year to dateJan 1 → Nov 5+11.2%

+19.4%1 yearTotal return+14.3%

+17.4%3 years · per year$10,000 became $16,200 · $17,812+21.2%

+5.6%5 years · per year$10,000 became $13,136 · $16,526+10.6%

0.06%Expense ratio$6 · $21 a year on $10k · lower is better0.21%

1.24%Trailing 12-mo yield$124 · $90 a year on $10k0.90%

−9.7%Worst dropSmaller is better−8.5%

16.3%VolatilityLower is calmer12.9%

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

4–4Level

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

More Ways to See the Pairs

IJR vs DFAC: Top 5 Holdings

Today

IJR

2.7%in top 5

DFAC

in top 520.5%

IJRStockDFAC

not top 5AAPL5.8%

not top 5NVDA5.1%

not top 5MSFT5.0%

not top 5AMZN2.7%

not top 5META1.9%

0.6%PAYCnot top 5

0.5%RHPnot top 5

0.5%PTGXnot top 5

0.5%MTCHnot top 5

0.5%VSATnot top 5

Held in common6.4%

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

IJR vs DFAC Returns, Every Period

iSharesIJR

+5.6%

5 years, per year

DFACDimensional

+10.6%

5 years, per year

IJRDFACFaded: behind in that period

2–2Level

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

IJR vs VO

YTD

iSharesIJR

+15.4%

VOVanguard

+10.7%

+15.4%Year to date+10.7%

−9.7%Worst drop · 1Y−8.2%

16.3%Volatility · 1Y12.9%

1.2%Yield1.4%

$108BAssets$103B

3–1VO wins

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

Cost, Income and Risk

Fees: VO, WCBR, DFAC, IJR

Today

0.03%lowest, VO

FundExpense ratioFee$10k

VO0.03%$3

IJR0.06%$6

DFAC0.21%$21

WCBR0.45%$45

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

Yields: VO, WCBR, DFAC, IJR

1.39%highest, VO

FundTrailing yieldYield$10k

VO1.39%$139

IJR1.24%$124

DFAC0.90%$90

WCBR0.00%$0

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$136most kept, VO

VO$139 − $3 = $136

IJR$124 − $6 = $118

DFAC$90 − $21 = $69

WCBR$0 − $45 = −$45

KeptFee

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

Overlap: VO, WCBR, DFAC, IJR

Today

19.6%most shared, VO and DFAC

VOWCBRDFACIJR

VO—3.2%19.6%0.0%

WCBR3.2%—0.6%0.3%

DFAC19.6%0.6%—6.4%

IJR0.0%0.3%6.4%—

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

VOWorst drop−8.2%12.9% vol

DFACWorst drop−8.5%12.9% vol

IJRWorst drop−9.7%16.3% 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

VOWCBR

+10.7%Year to date+50.7%

1.4%Yield0.0%

+12.4%Past year+37.3%

0.03%Fee0.45%

2–2level

End-of-day Nov 5, 2026

Popular Pairs Near These Four

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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026