Compare · 4 funds side by side · dividends reinvested

VO, WCBR, IWF and IJR

VOVanguard×WCBRWisdomTree×IWFiShares×IJRiShares×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$15,892IWF · best of the four

02 / 04

VO, WCBR, IWF and IJR, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Mid-Cap ETFUS Stock Styles · Mid cap0.03%1.35%+13.6%+15.6%+18.8%+6.8%−8.2%13.1%$103B2.0

iShares Core S&P Small-Cap ETFUS Stock Styles · Small cap0.06%1.21%+18.9%+22.8%+17.4%+5.8%−9.7%16.4%$104B2.5

WisdomTree Cybersecurity FundThematic · Cyber & cloud0.45%0.00%+56.2%+41.4%+30.7%+8.5%−29.1%41.6%$197M2.6

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.38%−2.5%−2.2%+19.8%+9.7%−14.6%19.5%$115B2.9

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

End-of-day Nov 9, 2026 · returns include dividends · since: VO 2004 · WCBR 2021 · IWF 2000 · IJR 2000

Head to Head

Swap sides Versus in desk

Head to Head

Vanguard Morningstar Mid-Cap ETF · $103B$13,867

IWF

iShares Russell 1000 Growth ETF · $115B$15,892

$10,000 five years ago, dividends reinvested · they hold 9.2% in common

VOMeasureIWF

+13.6%Year to dateJan 1 → Nov 9−2.5%

+15.6%1 yearTotal return−2.2%

+18.8%3 years · per year$10,000 became $16,763 · $17,207+19.8%

+6.8%5 years · per year$10,000 became $13,867 · $15,892+9.7%

0.03%Expense ratio$3 · $18 a year on $10k · lower is better0.18%

1.35%Trailing 12-mo yield$135 · $38 a year on $10k0.38%

−8.2%Worst dropSmaller is better−14.6%

13.1%VolatilityLower is calmer19.5%

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

6–2VO wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

VO vs IWF: Top 5 Holdings

Today

5.3%in top 5

IWF

in top 539.7%

VOStockIWF

not top 5NVDA14.3%

not top 5AAPL8.8%

not top 5MSFT6.5%

not top 5GOOGL5.5%

not top 5AVGO4.5%

1.1%NETnot top 5

1.1%VLOnot top 5

1.1%MPCnot top 5

1.0%PSXnot top 5

1.0%PWRnot top 5

Held in common9.2%

End-of-day Nov 9, 2026 · share of each fund

VO vs IWF Returns, Every Period

VanguardVO

+6.8%

5 years, per year

IWFiShares

+9.7%

5 years, per year

VOIWFFaded: behind in that period

2–2Level

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

VO vs IJR

YTD

VanguardVO

+13.6%

IJRiShares

+18.9%

+13.6%Year to date+18.9%

−8.2%Worst drop · 1Y−9.7%

13.1%Volatility · 1Y16.4%

1.4%Yield1.2%

$103BAssets$104B

3–1VO wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: VO, WCBR, IWF, IJR

Today

0.03%lowest, VO

FundExpense ratioFee$10k

VO0.03%$3

IJR0.06%$6

IWF0.18%$18

WCBR0.45%$45

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: VO, WCBR, IWF, IJR

1.35%highest, VO

FundTrailing yieldYield$10k

VO1.35%$135

IJR1.21%$121

IWF0.38%$38

WCBR0.00%$0

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$132most kept, VO

VO$135 − $3 = $132

IJR$121 − $6 = $115

IWF$38 − $18 = $20

WCBR$0 − $45 = −$45

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: VO, WCBR, IWF, IJR

Today

9.2%most shared, VO and IWF

VOWCBRIWFIJR

VO—3.2%9.2%0.0%

WCBR3.2%—2.4%0.3%

IWF9.2%2.4%—0.1%

IJR0.0%0.3%0.1%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+41.4%WCBR, at 41.6% volatility

VOWorst drop−8.2%13.1% vol

IJRWorst drop−9.7%16.4% vol

IWFWorst drop−14.6%19.5% vol

WCBRWorst drop−29.1%41.6% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

VOWCBR

+13.6%Year to date+56.2%

1.4%Yield0.0%

+15.6%Past year+41.4%

0.03%Fee0.45%

2–2level

End-of-day Nov 9, 2026

Popular Pairs Near These Four

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

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

$233BAssets$59.7B

1–1level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026