Compare · 4 funds side by side · dividends reinvested

VO, WCBR, IWF and DFAC

VOVanguard×WCBRWisdomTree×IWFiShares×DFACDimensional×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,417DFAC · best of the four

02 / 04

VO, WCBR, IWF and DFAC, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

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%$89.2B1.9

Vanguard Morningstar Mid-Cap ETFUS Stock Styles · Mid cap0.03%1.34%+14.7%+15.3%+20.7%+7.4%−8.2%12.4%$103B2.4

WisdomTree Cybersecurity FundThematic · Cyber & cloud0.45%0.00%+62.0%+43.4%+33.1%+9.7%−29.1%40.9%$213M2.8

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.37%−0.1%−3.0%+22.3%+10.6%−15.6%18.3%$121B3.0

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

End-of-day Nov 4, 2026 · returns include dividends · since: VO 2004 · WCBR 2021 · IWF 2000 · DFAC 2005

Head to Head

Swap sides Versus in desk

Head to Head

Dimensional - US Core Equity 2 ETF · $89.2B$17,417

DFAC

IWF

iShares Russell 1000 Growth ETF · $121B$16,559

$10,000 five years ago, dividends reinvested · they hold 40.8% in common

DFACMeasureIWF

+15.8%Year to dateJan 1 → Nov 4−0.1%

+17.7%1 yearTotal return−3.0%

+23.2%3 years · per year$10,000 became $18,682 · $18,310+22.3%

+11.7%5 years · per year$10,000 became $17,417 · $16,559+10.6%

0.21%Expense ratio$21 · $18 a year on $10k · lower is better0.18%

0.87%Trailing 12-mo yield$87 · $37 a year on $10k0.37%

−8.5%Worst dropSmaller is better−15.6%

12.3%VolatilityLower is calmer18.3%

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

7–1DFAC wins

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

More Ways to See the Pairs

DFAC vs IWF: Top 5 Holdings

Today

DFAC

20.1%in top 5

IWF

in top 539.3%

DFACStockIWF

5.3%NVDA15.1%

5.6%AAPL8.1%

4.8%MSFT6.1%

not top 5GOOGL5.1%

not top 5AVGO4.8%

2.6%AMZNnot top 5

1.9%METAnot top 5

Held in common40.8%

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

DFAC vs IWF Returns, Every Period

DimensionalDFAC

+11.7%

5 years, per year

IWFiShares

+10.6%

5 years, per year

DFACIWFFaded: behind in that period

4–0DFAC wins

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

DFAC vs VO

YTD

DimensionalDFAC

+15.8%

VOVanguard

+14.7%

+15.8%Year to date+14.7%

−8.5%Worst drop · 1Y−8.2%

12.3%Volatility · 1Y12.4%

0.9%Yield1.3%

$89.2BAssets$103B

2–2level

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

Cost, Income and Risk

Fees: VO, WCBR, IWF, DFAC

Today

0.03%lowest, VO

FundExpense ratioFee$10k

VO0.03%$3

IWF0.18%$18

DFAC0.21%$21

WCBR0.45%$45

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

Yields: VO, WCBR, IWF, DFAC

1.34%highest, VO

FundTrailing yieldYield$10k

VO1.34%$134

DFAC0.87%$87

IWF0.37%$37

WCBR0.00%$0

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

Income After Fees on $10,000

$131most kept, VO

VO$134 − $3 = $131

DFAC$87 − $21 = $66

IWF$37 − $18 = $19

WCBR$0 − $45 = −$45

KeptFee

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

Overlap: VO, WCBR, IWF, DFAC

Today

40.8%most shared, IWF and DFAC

VOWCBRIWFDFAC

VO—3.2%9.3%19.6%

WCBR3.2%—2.6%0.6%

IWF9.3%2.6%—40.8%

DFAC19.6%0.6%40.8%—

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

DFACWorst drop−8.5%12.3% vol

VOWorst drop−8.2%12.4% vol

IWFWorst drop−15.6%18.3% 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

VOWCBR

+14.7%Year to date+62.0%

1.3%Yield0.0%

+15.3%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

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