Compare · 4 funds side by side · dividends reinvested

VUG, WCBR, DFAC and VTV

VUGVanguard×WCBRWisdomTree×DFACDimensional×VTVVanguard×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,585VTV · best of the four

02 / 04

VUG, WCBR, DFAC and VTV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Value ETFUS Stock Styles · Value0.03%1.87%+18.5%+22.9%+20.9%+12.0%−6.4%10.7%$184B1.6

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%$85.7B2.5

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.42%+1.4%+0.2%+22.6%+10.0%−15.1%19.0%$233B2.9

WisdomTree Cybersecurity FundThematic · Cyber & cloud0.45%0.00%+49.9%+37.3%+29.1%+7.4%−29.1%41.5%$213M2.9

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

End-of-day Nov 6, 2026 · returns include dividends · since: VUG 2004 · WCBR 2021 · DFAC 2005 · VTV 2004

Head to Head

Swap sides Versus in desk

Head to Head

WisdomTree Cybersecurity Fund · $213M$14,306

WCBR

VUG

Vanguard Morningstar Growth ETF · $233B$16,124

$10,000 five years ago, dividends reinvested · they hold 2.6% in common

WCBRMeasureVUG

+49.9%Year to dateJan 1 → Nov 6+1.4%

+37.3%1 yearTotal return+0.2%

+29.1%3 years · per year$10,000 became $21,504 · $18,415+22.6%

+7.4%5 years · per year$10,000 became $14,306 · $16,124+10.0%

0.45%Expense ratio$45 · $3 a year on $10k · lower is better0.03%

0.00%Trailing 12-mo yield$0 · $42 a year on $10k0.42%

−29.1%Worst dropSmaller is better−15.1%

41.5%VolatilityLower is calmer19.0%

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

3–5VUG 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 VUG: Top 5 Holdings

Today

WCBR

30.4%in top 5

VUG

in top 545.2%

WCBRStockVUG

not top 5NVDA13.5%

not top 5AAPL12.5%

not top 5MSFT9.7%

7.0%ZSnot top 5

6.1%Snot top 5

5.8%NTSKnot top 5

5.8%CRWDnot top 5

5.7%TENBnot top 5

not top 5GOOGL5.2%

not top 5AVGO4.3%

Held in common2.6%

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

WCBR vs VUG Returns, Every Period

WisdomTreeWCBR

+7.4%

5 years, per year

VUGVanguard

+10.0%

5 years, per year

WCBRVUGFaded: 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 VTV

YTD

WisdomTreeWCBR

+49.9%

VTVVanguard

+18.5%

+49.9%Year to date+18.5%

−29.1%Worst drop · 1Y−6.4%

41.5%Volatility · 1Y10.7%

0.0%Yield1.9%

$213MAssets$184B

3–1VTV wins

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

Cost, Income and Risk

Fees: VUG, WCBR, DFAC, VTV

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

VTV0.03%$3

DFAC0.21%$21

WCBR0.45%$45

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

Yields: VUG, WCBR, DFAC, VTV

1.87%highest, VTV

FundTrailing yieldYield$10k

VTV1.87%$187

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

$184most kept, VTV

VTV$187 − $3 = $184

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, VTV

Today

38.0%most shared, DFAC and VTV

VUGWCBRDFACVTV

VUG—2.6%35.7%1.9%

WCBR2.6%—0.6%0.2%

DFAC35.7%0.6%—38.0%

VTV1.9%0.2%38.0%—

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

VTVWorst drop−6.4%10.7% vol

DFACWorst drop−8.5%12.9% 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

VTVWCBR

+18.5%Year to date+49.9%

1.9%Yield0.0%

+22.9%Past year+37.3%

0.03%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$59.1B

1–1level

End-of-day Nov 6, 2026

VTV vs SCHV

YTD

VanguardVTV

+18.5%

SCHVSchwab

+16.2%

+18.5%Year to date+16.2%

1.9%Yield1.8%

$184BAssets$15.4B

2–0VTV wins

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