VTV vs WCBR

AVTV

BWCBR

Measures won5–1VTV wins · of 6 · 5Y

$10,000 · 5Y$17,626VTV · WCBR $14,639

Lowest cost0.03%VTV · $3 on $10k

Most income1.86%VTV · $186 on $10k

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

Held in common0.2%VTV and WCBR

VTV

WCBR

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

+21.3%3 years · per year$17,832 · $21,545+29.2%

+12.0%5 years · per year$17,626 · $14,639+7.9%

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

1.86%12-mo yield$186 · $0 on $10k0.00%

−6.4%Worst dropSmaller wins−29.1%

10.7%VolatilityLower wins41.4%

5–1VTV wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsVTV · WCBR

0.2%NTAP3.9%

Held in common0.2%

End-of-day Nov 5, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#
1	AVTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.86%	−3.1%	+19.0%	+24.0%	+21.3%	+12.0%	−6.4%	$184.2B
2	BWCBR	WisdomTree Cybersecurity FundRead Desk	0.45%	0.00%	−7.0%	+50.7%	+37.3%	+29.2%	+7.9%	−29.1%	$213M
3	IJR	iShares Core S&P Small-Cap ETFRead Desk	0.06%	1.24%	−3.8%	+15.4%	+19.4%	+17.4%	+5.6%	−9.7%	$107.7B

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

All Three

5Y3 funds

#
1	AVTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.86%	−3.1%	+19.0%	+24.0%	+21.3%	+12.0%	−6.4%	$184.2B
2	BWCBR	WisdomTree Cybersecurity FundRead Desk	0.45%	0.00%	−7.0%	+50.7%	+37.3%	+29.2%	+7.9%	−29.1%	$213M
3	IJR	iShares Core S&P Small-Cap ETFRead Desk	0.06%	1.24%	−3.8%	+15.4%	+19.4%	+17.4%	+5.6%	−9.7%	$107.7B

End-of-day Nov 5, 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

$17,626

WCBR

WisdomTree Cybersecurity Fund

$14,639

MeasureVTVWCBR

Fee0.03%0.45%

Cost on $10k a year$3$45

Yield1.86%0.00%

5 years, per year+12.0%+7.9%

3 years, per year+21.3%+29.2%

Worst drop · 1Y−6.4%−29.1%

Volatility · 1Y10.7%41.4%

5–1measures won
VTV first

0.2%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

VTV vs SCHV

YTD

VanguardVTV

+19.0%

SCHVSchwab

+16.6%

+19.0%Year to date+16.6%

1.9%Yield1.8%

$184BAssets$15.9B

2–0VTV wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: VTV, WCBR, IJR

Today

0.3%most shared, WCBR and IJR

VTVWCBRIJR

VTV—0.2%0.0%

WCBR0.2%—0.3%

IJR0.0%0.3%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$183most kept, VTV

VTV$186 − $3 = $183

IJR$124 − $6 = $118

WCBR$0 − $45 = −$45

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee