Compare · 4 funds side by side · dividends reinvested

VUG, WCBR, IWF and VO

VUGVanguard×WCBRWisdomTree×IWFiShares×VOVanguard×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,124VUG · best of the four

02 / 04

VUG, WCBR, IWF and VO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Mid-Cap ETFUS Stock Styles · Mid cap0.03%1.39%+10.6%+11.6%+18.6%+6.3%−8.2%12.9%$103B2.0

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.42%+1.4%+0.2%+22.6%+10.0%−15.1%19.0%$233B2.1

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

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.39%−5.3%−6.5%+19.4%+9.1%−14.6%19.4%$113B3.0

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 · IWF 2000 · VO 2004

Head to Head

Swap sides Versus in desk

Head to Head

Vanguard Morningstar Mid-Cap ETF · $103B$13,590

VUG

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

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

VOMeasureVUG

+10.6%Year to dateJan 1 → Nov 6+1.4%

+11.6%1 yearTotal return+0.2%

+18.6%3 years · per year$10,000 became $16,701 · $18,415+22.6%

+6.3%5 years · per year$10,000 became $13,590 · $16,124+10.0%

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

1.39%Trailing 12-mo yield$139 · $42 a year on $10k0.42%

−8.2%Worst dropSmaller is better−15.1%

12.9%VolatilityLower is calmer19.0%

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

5–2VO wins

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

More Ways to See the Pairs

VO vs VUG: Top 5 Holdings

Today

5.3%in top 5

VUG

in top 545.2%

VOStockVUG

not top 5NVDA13.5%

not top 5AAPL12.5%

not top 5MSFT9.7%

not top 5GOOGL5.2%

not top 5AVGO4.3%

1.1%NETnot top 5

1.1%VLOnot top 5

1.1%MPCnot top 5

1.0%PSXnot top 5

1.0%PWRnot top 5

Held in common10.2%

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

VO vs VUG Returns, Every Period

VanguardVO

+6.3%

5 years, per year

VUGVanguard

+10.0%

5 years, per year

VOVUGFaded: behind in that period

2–2Level

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

VO vs VUG

YTD

VanguardVO

+10.6%

VUGVanguard

+1.4%

+10.6%Year to date+1.4%

−8.2%Worst drop · 1Y−15.1%

12.9%Volatility · 1Y19.0%

1.4%Yield0.4%

$103BAssets$233B

4–0VO wins

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

Cost, Income and Risk

Fees: VUG, WCBR, IWF, VO

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

VO0.03%$3

IWF0.18%$18

WCBR0.45%$45

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

Yields: VUG, WCBR, IWF, VO

1.39%highest, VO

FundTrailing yieldYield$10k

VO1.39%$139

VUG0.42%$42

IWF0.39%$39

WCBR0.00%$0

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

Income After Fees on $10,000

$136most kept, VO

VO$139 − $3 = $136

VUG$42 − $3 = $39

IWF$39 − $18 = $21

WCBR$0 − $45 = −$45

KeptFee

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

Overlap: VUG, WCBR, IWF, VO

Today

78.0%most shared, VUG and IWF

VUGWCBRIWFVO

VUG—2.6%78.0%10.2%

WCBR2.6%—2.4%3.2%

IWF78.0%2.4%—9.2%

VO10.2%3.2%9.2%—

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

VOWorst drop−8.2%12.9% vol

VUGWorst drop−15.1%19.0% vol

IWFWorst drop−14.6%19.4% 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

VOWCBR

+10.6%Year to date+49.9%

1.4%Yield0.0%

+11.6%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

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