Compare · 4 funds side by side · dividends reinvested

VO, WCBR, IWF and VTV

VOVanguard×WCBRWisdomTree×IWFiShares×VTVVanguard×

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

02 / 04

VO, WCBR, IWF and VTV, 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%$184B1.4

Vanguard Morningstar Mid-Cap ETFUS Stock Styles · Mid cap0.03%1.39%+10.6%+11.6%+18.6%+6.3%−8.2%12.9%$103B2.6

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

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.39%−5.3%−6.5%+19.4%+9.1%−14.6%19.4%$113B3.1

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: VO 2004 · WCBR 2021 · IWF 2000 · VTV 2004

Head to Head

Swap sides Versus in desk

Head to Head

Vanguard Morningstar Mid-Cap ETF · $103B$13,590

IWF

iShares Russell 1000 Growth ETF · $113B$15,441

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

VOMeasureIWF

+10.6%Year to dateJan 1 → Nov 6−5.3%

+11.6%1 yearTotal return−6.5%

+18.6%3 years · per year$10,000 became $16,701 · $17,022+19.4%

+6.3%5 years · per year$10,000 became $13,590 · $15,442+9.1%

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

1.39%Trailing 12-mo yield$139 · $39 a year on $10k0.39%

−8.2%Worst dropSmaller is better−14.6%

12.9%VolatilityLower is calmer19.4%

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

6–2VO wins

End-of-day Nov 6, 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 539.8%

VOStockIWF

not top 5NVDA14.1%

not top 5AAPL9.0%

not top 5MSFT6.6%

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 6, 2026 · share of each fund

VO vs IWF Returns, Every Period

VanguardVO

+6.3%

5 years, per year

IWFiShares

+9.1%

5 years, per year

VOIWFFaded: behind in that period

2–2Level

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

VO vs VTV

YTD

VanguardVO

+10.6%

VTVVanguard

+18.5%

+10.6%Year to date+18.5%

−8.2%Worst drop · 1Y−6.4%

12.9%Volatility · 1Y10.7%

1.4%Yield1.9%

$103BAssets$184B

4–0VTV wins

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

Cost, Income and Risk

Fees: VO, WCBR, IWF, VTV

Today

0.03%lowest, VO

FundExpense ratioFee$10k

VO0.03%$3

VTV0.03%$3

IWF0.18%$18

WCBR0.45%$45

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

Yields: VO, WCBR, IWF, VTV

1.87%highest, VTV

FundTrailing yieldYield$10k

VTV1.87%$187

VO1.39%$139

IWF0.39%$39

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

VO$139 − $3 = $136

IWF$39 − $18 = $21

WCBR$0 − $45 = −$45

KeptFee

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

Overlap: VO, WCBR, IWF, VTV

Today

28.5%most shared, VO and VTV

VOWCBRIWFVTV

VO—3.2%9.2%28.5%

WCBR3.2%—2.4%0.2%

IWF9.2%2.4%—11.8%

VTV28.5%0.2%11.8%—

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

VOWorst drop−8.2%12.9% vol

IWFWorst drop−14.6%19.4% 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

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$59.1B

1–1level

End-of-day Nov 6, 2026

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