Compare · 3 funds side by side · dividends reinvested

VO, WCBR and IWF

VOVanguard×WCBRWisdomTree×IWFiShares×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,559IWF · best of the three

02 / 04

VO, WCBR and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Mid-Cap ETFUS Stock Styles · Mid cap0.03%1.34%+14.7%+15.3%+20.7%+7.4%−8.2%12.4%$103B1.8

WisdomTree Cybersecurity FundThematic · Cyber & cloud0.45%0.00%+62.0%+43.4%+33.1%+9.7%−29.1%40.9%$213M2.1

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.37%−0.1%−3.0%+22.3%+10.6%−15.6%18.3%$121B2.1

Rank among the three1st → 3rdFee, 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

Head to Head

Swap sides Versus in desk

Head to Head

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

IWF

Vanguard Morningstar Mid-Cap ETF · $103B$14,290

$10,000 five years ago, dividends reinvested · they hold 9.3% in common

IWFMeasureVO

−0.1%Year to dateJan 1 → Nov 4+14.7%

−3.0%1 yearTotal return+15.3%

+22.3%3 years · per year$10,000 became $18,310 · $17,578+20.7%

+10.6%5 years · per year$10,000 became $16,559 · $14,290+7.4%

0.18%Expense ratio$18 · $3 a year on $10k · lower is better0.03%

0.37%Trailing 12-mo yield$37 · $134 a year on $10k1.34%

−15.6%Worst dropSmaller is better−8.2%

18.3%VolatilityLower is calmer12.4%

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

2–6VO wins

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

More Ways to See the Pairs

IWF vs VO: Top 5 Holdings

Today

IWF

39.3%in top 5

in top 55.3%

IWFStockVO

15.1%NVDAnot top 5

8.1%AAPLnot top 5

6.1%MSFTnot top 5

5.1%GOOGLnot top 5

4.8%AVGOnot top 5

not top 5NET1.1%

not top 5VLO1.1%

not top 5MPC1.1%

not top 5PSX1.0%

not top 5PWR1.0%

Held in common9.3%

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

IWF vs VO Returns, Every Period

iSharesIWF

+10.6%

5 years, per year

VOVanguard

+7.4%

5 years, per year

IWFVOFaded: behind in that period

2–2Level

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

IWF vs VO

YTD

iSharesIWF

−0.1%

VOVanguard

+14.7%

−0.1%Year to date+14.7%

−15.6%Worst drop · 1Y−8.2%

18.3%Volatility · 1Y12.4%

0.4%Yield1.3%

$121BAssets$103B

4–0VO wins

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

Cost, Income and Risk

Fees: VO, WCBR, IWF

Today

0.03%lowest, VO

FundExpense ratioFee$10k

VO0.03%$3

IWF0.18%$18

WCBR0.45%$45

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

Yields: VO, WCBR, IWF

1.34%highest, VO

FundTrailing yieldYield$10k

VO1.34%$134

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

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

Today

9.3%most shared, VO and IWF

VOWCBRIWF

VO—3.2%9.3%

WCBR3.2%—2.6%

IWF9.3%2.6%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+43.4%WCBR, at 40.9% volatility

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 Three

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