VTV vs WCBR

AVTV

BWCBR

Measures won4–2VTV wins · of 6 · YTD

$10,000 · YTD$16,197WCBR · VTV $12,278

Lowest cost0.03%VTV · $3 on $10k

Most income1.80%VTV · $180 on $10k

Smallest drop−6.4%VTV · worst fall in 1Y

Held in common0.2%VTV and WCBR

YTD

VTV

WCBR

Vanguard Morningstar Value ETF · $184BWisdomTree Cybersecurity Fund · $213M

+22.8%Year to dateJan 1 → Nov 4+62.0%

+27.5%1 yearTotal return+43.4%

0.03%Expense ratio$3 · $45 on $10k · lower wins0.45%

1.80%12-mo yield$180 · $0 on $10k0.00%

−6.4%Worst dropSmaller wins−29.1%

10.2%VolatilityLower wins40.9%

4–2VTV wins

$10,000 · since Jan 1All three, one scale

Shared top holdingsVTV · WCBR

0.2%NTAP3.9%

Held in common0.2%

End-of-day Nov 4, 2026 · $10,000 since Jan 1, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

YTD3 funds

#
1	BWCBR	WisdomTree Cybersecurity FundRead Desk	0.45%	0.00%	−0.4%	+62.0%	+43.4%	+33.1%	+9.7%	−29.1%	$213M
2	AVTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.80%	+1.5%	+22.8%	+27.5%	+22.9%	+12.9%	−6.4%	$184.2B
3	DFAC	Dimensional - US Core Equity 2 ETFRead Desk	0.21%	0.87%	+1.5%	+15.8%	+17.7%	+23.2%	+11.7%	−8.5%	$89.2B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

YTD3 funds

#
1	BWCBR	WisdomTree Cybersecurity FundRead Desk	0.45%	0.00%	−0.4%	+62.0%	+43.4%	+33.1%	+9.7%	−29.1%	$213M
2	AVTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.80%	+1.5%	+22.8%	+27.5%	+22.9%	+12.9%	−6.4%	$184.2B
3	DFAC	Dimensional - US Core Equity 2 ETFRead Desk	0.21%	0.87%	+1.5%	+15.8%	+17.7%	+23.2%	+11.7%	−8.5%	$89.2B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

VTV vs WCBR

VTV

Vanguard Morningstar Value

$12,749

WCBR

WisdomTree Cybersecurity Fund

$14,339

MeasureVTVWCBR

Fee0.03%0.45%

Cost on $10k a year$3$45

Yield1.80%0.00%

5 years, per year+12.9%+9.7%

3 years, per year+22.9%+33.1%

Worst drop · 1Y−6.4%−29.1%

Volatility · 1Y10.2%40.9%

5–1measures won
VTV first

0.2%

holdings shared

Nov 4, 2026 · $10,000 one year ago, dividends reinvested

VTV vs SCHV

YTD

VanguardVTV

+22.8%

SCHVSchwab

+20.4%

+22.8%Year to date+20.4%

1.8%Yield1.8%

$184BAssets$15.9B

1–0VTV wins

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

Overlap: DFAC, WCBR, VTV

Today

37.7%most shared, DFAC and VTV

DFACWCBRVTV

DFAC—0.6%37.7%

WCBR0.6%—0.2%

VTV37.7%0.2%—

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

Income After Fees on $10,000

$177most kept, VTV

VTV$180 − $3 = $177

DFAC$87 − $21 = $66

WCBR$0 − $45 = −$45

KeptFee

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