Compare · 4 funds side by side · dividends reinvested

VTV, WCBR, VUG and IJH

VTVVanguard×WCBRWisdomTree×VUGVanguard×IJHiShares×

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, VUG and IJH, 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%$184B1.5

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

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.43%+0.5%−0.6%+22.8%+9.9%−15.1%19.0%$233B2.8

iShares Core S&P Mid-Cap ETFUS Stock Styles · Mid cap0.05%1.26%+9.5%+12.9%+16.5%+6.7%−8.8%15.5%$125B2.9

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 · VUG 2004 · IJH 2000

Head to Head

Swap sides Versus in desk

Head to Head

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

VTV

WCBR

WisdomTree Cybersecurity Fund · $213M$14,639

$10,000 five years ago, dividends reinvested · they hold 0.2% in common

VTVMeasureWCBR

+19.0%Year to dateJan 1 → Nov 5+50.7%

+24.0%1 yearTotal return+37.3%

+21.3%3 years · per year$10,000 became $17,832 · $21,545+29.2%

+12.0%5 years · per year$10,000 became $17,626 · $14,639+7.9%

0.03%Expense ratio$3 · $45 a year on $10k · lower is better0.45%

1.86%Trailing 12-mo yield$186 · $0 a year on $10k0.00%

−6.4%Worst dropSmaller is better−29.1%

10.7%VolatilityLower is calmer41.4%

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

5–3VTV 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 WCBR: Top 5 Holdings

Today

VTV

15.8%in top 5

WCBR

in top 530.4%

VTVStockWCBR

not top 5ZS7.0%

not top 5S6.1%

not top 5NTSK5.8%

not top 5CRWD5.8%

not top 5TENB5.7%

4.6%MUnot top 5

3.3%JPMnot top 5

2.9%BRK-Bnot top 5

2.6%XOMnot top 5

2.4%JNJnot top 5

Held in common0.2%

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

VTV vs WCBR Returns, Every Period

VanguardVTV

+12.0%

5 years, per year

WCBRWisdomTree

+7.9%

5 years, per year

VTVWCBRFaded: behind in that period

1–3WCBR wins

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

VTV vs IJH

YTD

VanguardVTV

+19.0%

IJHiShares

+9.5%

+19.0%Year to date+9.5%

−6.4%Worst drop · 1Y−8.8%

10.7%Volatility · 1Y15.5%

1.9%Yield1.3%

$184BAssets$125B

4–0VTV wins

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

Cost, Income and Risk

Fees: VTV, WCBR, VUG, IJH

Today

0.03%lowest, VTV

FundExpense ratioFee$10k

VTV0.03%$3

VUG0.03%$3

IJH0.05%$5

WCBR0.45%$45

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

Yields: VTV, WCBR, VUG, IJH

1.86%highest, VTV

FundTrailing yieldYield$10k

VTV1.86%$186

IJH1.26%$126

VUG0.43%$43

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

IJH$126 − $5 = $121

VUG$43 − $3 = $40

WCBR$0 − $45 = −$45

KeptFee

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

Overlap: VTV, WCBR, VUG, IJH

Today

2.6%most shared, WCBR and VUG

VTVWCBRVUGIJH

VTV—0.2%1.9%0.2%

WCBR0.2%—2.6%0.4%

VUG1.9%2.6%—0.0%

IJH0.2%0.4%0.0%—

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

VTVWorst drop−6.4%10.7% vol

IJHWorst drop−8.8%15.5% vol

VUGWorst drop−15.1%19.0% 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

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

VTV vs SCHV

YTD

VanguardVTV

+19.0%

SCHVSchwab

+16.6%

+19.0%Year to date+16.6%

1.9%Yield1.8%

$184BAssets$15.9B

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%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026