Compare · 4 funds side by side · dividends reinvested

VO, WCBR, VUG and IWF

VOVanguard×WCBRWisdomTree×VUGVanguard×IWFiShares×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,052VUG · best of the four

02 / 04

VO, WCBR, VUG and IWF, 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%$103B2.0

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.43%+0.5%−0.6%+22.8%+9.9%−15.1%19.0%$233B2.1

WisdomTree Cybersecurity FundThematic · Cyber & cloud0.45%0.00%+50.7%+37.3%+29.2%+7.9%−29.1%41.4%$213M2.8

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.39%−6.5%−7.6%+19.5%+8.9%−14.6%19.3%$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 5, 2026 · returns include dividends · since: VO 2004 · WCBR 2021 · VUG 2004 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

Vanguard Morningstar Mid-Cap ETF · $103B$13,616

VUG

Vanguard Morningstar Growth ETF · $233B$16,052

$10,000 five years ago, dividends reinvested · they hold 10.2% in common

VOMeasureVUG

+10.7%Year to dateJan 1 → Nov 5+0.5%

+12.4%1 yearTotal return−0.6%

+18.9%3 years · per year$10,000 became $16,795 · $18,532+22.8%

+6.4%5 years · per year$10,000 became $13,616 · $16,052+9.9%

0.03%Expense ratio$3 · $3 a year on $10k · lower is better0.03%

1.39%Trailing 12-mo yield$139 · $43 a year on $10k0.43%

−8.2%Worst dropSmaller is better−15.1%

12.9%VolatilityLower is calmer19.0%

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

5–2VO wins

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

More Ways to See the Pairs

VO vs VUG: Top 5 Holdings

Today

5.3%in top 5

VUG

in top 545.2%

VOStockVUG

not top 5NVDA13.5%

not top 5AAPL12.5%

not top 5MSFT9.7%

not top 5GOOGL5.2%

not top 5AVGO4.3%

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 common10.2%

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

VO vs VUG Returns, Every Period

VanguardVO

+6.4%

5 years, per year

VUGVanguard

+9.9%

5 years, per year

VOVUGFaded: behind in that period

2–2Level

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

VO vs VUG

YTD

VanguardVO

+10.7%

VUGVanguard

+0.5%

+10.7%Year to date+0.5%

−8.2%Worst drop · 1Y−15.1%

12.9%Volatility · 1Y19.0%

1.4%Yield0.4%

$103BAssets$233B

4–0VO wins

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

Cost, Income and Risk

Fees: VO, WCBR, VUG, IWF

Today

0.03%lowest, VO

FundExpense ratioFee$10k

VO0.03%$3

VUG0.03%$3

IWF0.18%$18

WCBR0.45%$45

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

Yields: VO, WCBR, VUG, IWF

1.39%highest, VO

FundTrailing yieldYield$10k

VO1.39%$139

VUG0.43%$43

IWF0.39%$39

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

VUG$43 − $3 = $40

IWF$39 − $18 = $21

WCBR$0 − $45 = −$45

KeptFee

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

Overlap: VO, WCBR, VUG, IWF

Today

78.0%most shared, VUG and IWF

VOWCBRVUGIWF

VO—3.2%10.2%9.2%

WCBR3.2%—2.6%2.5%

VUG10.2%2.6%—78.0%

IWF9.2%2.5%78.0%—

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

VUGWorst drop−15.1%19.0% vol

IWFWorst drop−14.6%19.3% 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

VUG vs SCHG

YTD

VanguardVUG

+0.5%

SCHGSchwab

+0.9%

+0.5%Year to date+0.9%

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

$233BAssets$62.5B

1–1level

End-of-day Nov 5, 2026

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