Compare · 4 funds side by side · dividends reinvested

VTV, WCBR, VO and DFAC

VTVVanguard×WCBRWisdomTree×VOVanguard×DFACDimensional×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,626VTV · best of the four

02 / 04

VTV, WCBR, VO and DFAC, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Value ETFUS Stock Styles · Value0.03%1.86%+19.0%+24.0%+21.3%+12.0%−6.4%10.7%$184B1.4

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

Vanguard Morningstar Mid-Cap ETFUS Stock Styles · Mid cap0.03%1.39%+10.7%+12.4%+18.9%+6.4%−8.2%12.9%$103B2.9

Dimensional - US Core Equity 2 ETFUS Stock Styles · Large cap0.21%0.90%+11.2%+14.3%+21.2%+10.6%−8.5%12.9%$85.7B2.9

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

End-of-day Nov 5, 2026 · returns include dividends · since: VTV 2004 · WCBR 2021 · VO 2004 · DFAC 2005

Head to Head

Swap sides Versus in desk

Head to Head

Vanguard Morningstar Value ETF · $184B$17,626

VTV

DFAC

Dimensional - US Core Equity 2 ETF · $85.7B$16,526

$10,000 five years ago, dividends reinvested · they hold 37.7% in common

VTVMeasureDFAC

+19.0%Year to dateJan 1 → Nov 5+11.2%

+24.0%1 yearTotal return+14.3%

+21.3%3 years · per year$10,000 became $17,832 · $17,812+21.2%

+12.0%5 years · per year$10,000 became $17,626 · $16,526+10.6%

0.03%Expense ratio$3 · $21 a year on $10k · lower is better0.21%

1.86%Trailing 12-mo yield$186 · $90 a year on $10k0.90%

−6.4%Worst dropSmaller is better−8.5%

10.7%VolatilityLower is calmer12.9%

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

8–0VTV wins

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

More Ways to See the Pairs

VTV vs DFAC: Top 5 Holdings

Today

VTV

15.8%in top 5

DFAC

in top 520.5%

VTVStockDFAC

not top 5AAPL5.8%

not top 5NVDA5.1%

not top 5MSFT5.0%

4.6%MUnot top 5

3.3%JPMnot top 5

2.9%BRK-Bnot top 5

not top 5AMZN2.7%

2.6%XOMnot top 5

2.4%JNJnot top 5

not top 5META1.9%

Held in common37.7%

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

VTV vs DFAC Returns, Every Period

VanguardVTV

+12.0%

5 years, per year

DFACDimensional

+10.6%

5 years, per year

VTVDFACFaded: behind in that period

4–0VTV wins

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

VTV vs VO

YTD

VanguardVTV

+19.0%

VOVanguard

+10.7%

+19.0%Year to date+10.7%

−6.4%Worst drop · 1Y−8.2%

10.7%Volatility · 1Y12.9%

1.9%Yield1.4%

$184BAssets$103B

4–0VTV wins

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

Cost, Income and Risk

Fees: VTV, WCBR, VO, DFAC

Today

0.03%lowest, VTV

FundExpense ratioFee$10k

VTV0.03%$3

VO0.03%$3

DFAC0.21%$21

WCBR0.45%$45

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

Yields: VTV, WCBR, VO, DFAC

1.86%highest, VTV

FundTrailing yieldYield$10k

VTV1.86%$186

VO1.39%$139

DFAC0.90%$90

WCBR0.00%$0

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$183most kept, VTV

VTV$186 − $3 = $183

VO$139 − $3 = $136

DFAC$90 − $21 = $69

WCBR$0 − $45 = −$45

KeptFee

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

Overlap: VTV, WCBR, VO, DFAC

Today

37.7%most shared, VTV and DFAC

VTVWCBRVODFAC

VTV—0.2%28.5%37.7%

WCBR0.2%—3.2%0.6%

VO28.5%3.2%—19.6%

DFAC37.7%0.6%19.6%—

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

VTVWorst drop−6.4%10.7% vol

VOWorst drop−8.2%12.9% vol

DFACWorst drop−8.5%12.9% 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

VTVWCBR

+19.0%Year to date+50.7%

1.9%Yield0.0%

+24.0%Past year+37.3%

0.03%Fee0.45%

2–2level

End-of-day Nov 5, 2026

Popular Pairs Near These Four

VTV vs SCHV

YTD

VanguardVTV

+19.0%

SCHVSchwab

+16.6%

+19.0%Year to date+16.6%

1.9%Yield1.8%

$184BAssets$15.4B

2–0VTV wins

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%

$120BAssets$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%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026