Compare · 4 funds side by side · dividends reinvested

VUG, WCBR, DFAC and VO

VUGVanguard×WCBRWisdomTree×DFACDimensional×VOVanguard×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,417DFAC · best of the four

02 / 04

VUG, WCBR, DFAC and VO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Dimensional - US Core Equity 2 ETFUS Stock Styles · Large cap0.21%0.87%+15.8%+17.7%+23.2%+11.7%−8.5%12.3%$89.2B2.0

Vanguard Morningstar Mid-Cap ETFUS Stock Styles · Mid cap0.03%1.34%+14.7%+15.3%+20.7%+7.4%−8.2%12.4%$103B2.4

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.40%+6.3%+3.4%+25.4%+11.4%−16.1%18.2%$233B2.8

WisdomTree Cybersecurity FundThematic · Cyber & cloud0.45%0.00%+62.0%+43.4%+33.1%+9.7%−29.1%40.9%$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 4, 2026 · returns include dividends · since: VUG 2004 · WCBR 2021 · DFAC 2005 · VO 2004

Head to Head

Swap sides Versus in desk

Head to Head

Vanguard Morningstar Growth ETF · $233B$17,153

VUG

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

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

VUGMeasureVO

+6.3%Year to dateJan 1 → Nov 4+14.7%

+3.4%1 yearTotal return+15.3%

+25.4%3 years · per year$10,000 became $19,712 · $17,578+20.7%

+11.4%5 years · per year$10,000 became $17,153 · $14,290+7.4%

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

0.40%Trailing 12-mo yield$40 · $134 a year on $10k1.34%

−16.1%Worst dropSmaller is better−8.2%

18.2%VolatilityLower is calmer12.4%

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

2–5VO wins

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

More Ways to See the Pairs

VUG vs VO: Top 5 Holdings

Today

VUG

45.2%in top 5

in top 55.3%

VUGStockVO

13.5%NVDAnot top 5

12.5%AAPLnot top 5

9.7%MSFTnot top 5

5.2%GOOGLnot top 5

4.3%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 common10.2%

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

VUG vs VO Returns, Every Period

VanguardVUG

+11.4%

5 years, per year

VOVanguard

+7.4%

5 years, per year

VUGVOFaded: behind in that period

2–2Level

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

VUG vs VO

YTD

VanguardVUG

+6.3%

VOVanguard

+14.7%

+6.3%Year to date+14.7%

−16.1%Worst drop · 1Y−8.2%

18.2%Volatility · 1Y12.4%

0.4%Yield1.3%

$233BAssets$103B

4–0VO wins

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

Cost, Income and Risk

Fees: VUG, WCBR, DFAC, VO

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

VO0.03%$3

DFAC0.21%$21

WCBR0.45%$45

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

Yields: VUG, WCBR, DFAC, VO

1.34%highest, VO

FundTrailing yieldYield$10k

VO1.34%$134

DFAC0.87%$87

VUG0.40%$40

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

DFAC$87 − $21 = $66

VUG$40 − $3 = $37

WCBR$0 − $45 = −$45

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: VUG, WCBR, DFAC, VO

Today

36.1%most shared, VUG and DFAC

VUGWCBRDFACVO

VUG—2.6%36.1%10.2%

WCBR2.6%—0.6%3.2%

DFAC36.1%0.6%—19.6%

VO10.2%3.2%19.6%—

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

Return vs Bumpiness: 4 ETFs

+43.4%WCBR, at 40.9% volatility

DFACWorst drop−8.5%12.3% vol

VOWorst drop−8.2%12.4% vol

VUGWorst drop−16.1%18.2% 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 Four

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