Compare · 4 funds side by side · dividends reinvested

VUG, WCBR, DFAC and IJH

VUGVanguard×WCBRWisdomTree×DFACDimensional×IJHiShares×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,525DFAC · best of the four

02 / 04

VUG, WCBR, DFAC and IJH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Dimensional - US Core Equity 2 ETFUS Stock Styles · Large cap0.21%0.90%+11.4%+13.8%+21.0%+10.6%−8.5%12.9%$85.6B1.9

iShares Core S&P Mid-Cap ETFUS Stock Styles · Mid cap0.05%1.25%+9.5%+12.9%+16.5%+6.7%−8.8%15.5%$121B2.6

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.42%+1.4%+0.2%+22.6%+10.0%−15.1%19.0%$233B2.8

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

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: VUG 2004 · WCBR 2021 · DFAC 2005 · IJH 2000

Head to Head

Swap sides Versus in desk

Head to Head

WisdomTree Cybersecurity Fund · $213M$14,306

WCBR

DFAC

Dimensional - US Core Equity 2 ETF · $85.6B$16,525

$10,000 five years ago, dividends reinvested · they hold 0.6% in common

WCBRMeasureDFAC

+49.9%Year to dateJan 1 → Nov 6+11.4%

+37.3%1 yearTotal return+13.8%

+29.1%3 years · per year$10,000 became $21,504 · $17,722+21.0%

+7.4%5 years · per year$10,000 became $14,306 · $16,525+10.6%

0.45%Expense ratio$45 · $21 a year on $10k · lower is better0.21%

0.00%Trailing 12-mo yield$0 · $90 a year on $10k0.90%

−29.1%Worst dropSmaller is better−8.5%

41.5%VolatilityLower is calmer12.9%

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

3–5DFAC wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

WCBR vs DFAC: Top 5 Holdings

Today

WCBR

30.4%in top 5

DFAC

in top 520.4%

WCBRStockDFAC

7.0%ZSnot top 5

6.1%Snot top 5

not top 5AAPL5.9%

5.8%NTSKnot top 5

5.8%CRWDnot top 5

5.7%TENBnot top 5

not top 5MSFT5.0%

not top 5NVDA4.8%

not top 5AMZN2.7%

not top 5META1.9%

Held in common0.6%

End-of-day Nov 6, 2026 · share of each fund

WCBR vs DFAC Returns, Every Period

WisdomTreeWCBR

+7.4%

5 years, per year

DFACDimensional

+10.6%

5 years, per year

WCBRDFACFaded: behind in that period

3–1WCBR wins

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

Thematic vs Stocks: WCBR vs IJH

YTD

WisdomTreeWCBR

+49.9%

IJHiShares

+9.5%

+49.9%Year to date+9.5%

−29.1%Worst drop · 1Y−8.8%

41.5%Volatility · 1Y15.5%

0.0%Yield1.3%

$213MAssets$121B

3–1IJH wins

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

Cost, Income and Risk

Fees: VUG, WCBR, DFAC, IJH

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

IJH0.05%$5

DFAC0.21%$21

WCBR0.45%$45

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

Yields: VUG, WCBR, DFAC, IJH

1.25%highest, IJH

FundTrailing yieldYield$10k

IJH1.25%$125

DFAC0.90%$90

VUG0.42%$42

WCBR0.00%$0

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$120most kept, IJH

IJH$125 − $5 = $120

DFAC$90 − $21 = $69

VUG$42 − $3 = $39

WCBR$0 − $45 = −$45

KeptFee

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

Overlap: VUG, WCBR, DFAC, IJH

Today

35.7%most shared, VUG and DFAC

VUGWCBRDFACIJH

VUG—2.6%35.7%0.0%

WCBR2.6%—0.6%0.4%

DFAC35.7%0.6%—11.4%

IJH0.0%0.4%11.4%—

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

DFACWorst drop−8.5%12.9% vol

IJHWorst drop−8.8%15.5% vol

VUGWorst drop−15.1%19.0% 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

IJHWCBR

+9.5%Year to date+49.9%

1.3%Yield0.0%

+12.9%Past year+37.3%

0.05%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$59.7B

1–1level

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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026