Compare · 4 funds side by side · dividends reinvested

VUG, WCBR, IJR and DFAC

VUGVanguard×WCBRWisdomTree×IJRiShares×DFACDimensional×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,820DFAC · best of the four

02 / 04

VUG, WCBR, IJR and DFAC, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Dimensional - US Core Equity 2 ETFUS Stock Styles · Large cap0.21%0.88%+14.1%+17.7%+21.2%+11.0%−8.5%13.1%$87.7B2.1

iShares Core S&P Small-Cap ETFUS Stock Styles · Small cap0.06%1.21%+18.9%+22.8%+17.4%+5.8%−9.7%16.4%$107B2.4

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+4.2%+4.7%+22.9%+10.6%−15.1%19.1%$233B2.8

WisdomTree Cybersecurity FundThematic · Cyber & cloud0.45%0.00%+56.2%+41.4%+30.7%+8.5%−29.1%41.6%$197M2.8

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

End-of-day Nov 9, 2026 · returns include dividends · since: VUG 2004 · WCBR 2021 · IJR 2000 · DFAC 2005

Head to Head

Swap sides Versus in desk

Head to Head

Vanguard Morningstar Growth ETF · $233B$16,565

VUG

IJR

iShares Core S&P Small-Cap ETF · $107B$13,254

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

VUGMeasureIJR

+4.2%Year to dateJan 1 → Nov 9+18.9%

+4.7%1 yearTotal return+22.8%

+22.9%3 years · per year$10,000 became $18,569 · $16,193+17.4%

+10.6%5 years · per year$10,000 became $16,565 · $13,254+5.8%

0.03%Expense ratio$3 · $6 a year on $10k · lower is better0.06%

0.41%Trailing 12-mo yield$41 · $121 a year on $10k1.21%

−15.1%Worst dropSmaller is better−9.7%

19.1%VolatilityLower is calmer16.4%

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

3–5IJR wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

VUG vs IJR: Top 5 Holdings

Today

VUG

45.2%in top 5

IJR

in top 52.6%

VUGStockIJR

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 5PAYC0.5%

not top 5RHP0.5%

not top 5MTCH0.5%

not top 5LTH0.5%

not top 5VSAT0.5%

Held in common0.0%

End-of-day Nov 9, 2026 · share of each fund

VUG vs IJR Returns, Every Period

VanguardVUG

+10.6%

5 years, per year

IJRiShares

+5.8%

5 years, per year

VUGIJRFaded: behind in that period

2–2Level

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

VUG vs IJR

YTD

VanguardVUG

+4.2%

IJRiShares

+18.9%

+4.2%Year to date+18.9%

−15.1%Worst drop · 1Y−9.7%

19.1%Volatility · 1Y16.4%

0.4%Yield1.2%

$233BAssets$107B

4–0IJR wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: VUG, WCBR, IJR, DFAC

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

IJR0.06%$6

DFAC0.21%$21

WCBR0.45%$45

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: VUG, WCBR, IJR, DFAC

1.21%highest, IJR

FundTrailing yieldYield$10k

IJR1.21%$121

DFAC0.88%$88

VUG0.41%$41

WCBR0.00%$0

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$115most kept, IJR

IJR$121 − $6 = $115

DFAC$88 − $21 = $67

VUG$41 − $3 = $38

WCBR$0 − $45 = −$45

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: VUG, WCBR, IJR, DFAC

Today

35.8%most shared, VUG and DFAC

VUGWCBRIJRDFAC

VUG—2.6%0.0%35.8%

WCBR2.6%—0.3%0.6%

IJR0.0%0.3%—6.4%

DFAC35.8%0.6%6.4%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+41.4%WCBR, at 41.6% volatility

DFACWorst drop−8.5%13.1% vol

IJRWorst drop−9.7%16.4% vol

VUGWorst drop−15.1%19.1% vol

WCBRWorst drop−29.1%41.6% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

IJRWCBR

+18.9%Year to date+56.2%

1.2%Yield0.0%

+22.8%Past year+41.4%

0.06%Fee0.45%

2–2level

End-of-day Nov 9, 2026

Popular Pairs Near These Four

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$61.4B

1–1level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026