IJR vs WCBR

AIJR

BWCBR

Measures won4–2IJR wins · of 6 · 3Y

$10,000 · 3Y$22,308WCBR · VO $16,763

Lowest cost0.03%VO · $3 on $10k

Most income1.35%VO · $135 on $10k

Smallest drop−8.2%VO · worst fall in 1Y

Held in common0.3%IJR and WCBR

IJR

WCBR

iShares Core S&P Small-Cap ETF · $104BWisdomTree Cybersecurity Fund · $197M

+17.4%3 years · per year$16,193 · $22,308+30.7%

+5.8%5 years · per year$13,254 · $15,057+8.5%

0.06%Expense ratio$6 · $45 on $10k · lower wins0.45%

1.21%12-mo yield$121 · $0 on $10k0.00%

−9.7%Worst dropSmaller wins−29.1%

16.4%VolatilityLower wins41.6%

4–2IJR wins

$10,000 · 3 yearsAll three, one scale

Shared top holdingsIJR · WCBR

0.3%TENB5.5%

Held in common0.3%

End-of-day Nov 9, 2026 · $10,000 3 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

3Y3 funds

#
1	BWCBR	WisdomTree Cybersecurity FundRead Desk	0.45%	0.00%	+4.2%	+56.2%	+41.4%	+30.7%	+8.5%	−29.1%	$197M
2	VO	Vanguard Morningstar Mid-Cap ETFRead Desk	0.03%	1.35%	+2.7%	+13.6%	+15.6%	+18.8%	+6.8%	−8.2%	$103.4B
3	AIJR	iShares Core S&P Small-Cap ETFRead Desk	0.06%	1.21%	+3.0%	+18.9%	+22.8%	+17.4%	+5.8%	−9.7%	$103.8B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

3Y3 funds

#
1	BWCBR	WisdomTree Cybersecurity FundRead Desk	0.45%	0.00%	+4.2%	+56.2%	+41.4%	+30.7%	+8.5%	−29.1%	$197M
2	VO	Vanguard Morningstar Mid-Cap ETFRead Desk	0.03%	1.35%	+2.7%	+13.6%	+15.6%	+18.8%	+6.8%	−8.2%	$103.4B
3	AIJR	iShares Core S&P Small-Cap ETFRead Desk	0.06%	1.21%	+3.0%	+18.9%	+22.8%	+17.4%	+5.8%	−9.7%	$103.8B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

IJR vs WCBR

IJR

iShares Core S&P Small-Cap

$16,193

WCBR

WisdomTree Cybersecurity Fund

$22,308

MeasureIJRWCBR

Fee0.06%0.45%

Cost on $10k a year$6$45

Yield1.21%0.00%

5 years, per year+5.8%+8.5%

3 years, per year+17.4%+30.7%

Worst drop · 1Y−9.7%−29.1%

Volatility · 1Y16.4%41.6%

4–2measures won
IJR first

0.3%

holdings shared

Nov 9, 2026 · $10,000 three years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$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

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

Overlap: VO, WCBR, IJR

Today

3.2%most shared, VO and WCBR

VOWCBRIJR

VO—3.2%0.0%

WCBR3.2%—0.3%

IJR0.0%0.3%—

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

Income After Fees on $10,000

$132most kept, VO

VO$135 − $3 = $132

IJR$121 − $6 = $115

WCBR$0 − $45 = −$45

KeptFee

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