VO vs WCBR

AVO

BWCBR

Measures won4–2VO 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 common3.2%VO and WCBR

WCBR

Vanguard Morningstar Mid-Cap ETF · $103BWisdomTree Cybersecurity Fund · $213M

+18.9%3 years · per year$16,795 · $21,545+29.2%

+6.4%5 years · per year$13,616 · $14,639+7.9%

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

1.39%12-mo yield$139 · $0 on $10k0.00%

−8.2%Worst dropSmaller wins−29.1%

12.9%VolatilityLower wins41.4%

4–2VO wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsVO · WCBR

1.1%NET3.3%

0.9%DDOG3.8%

0.6%FTNT3.1%

0.4%NTAP3.9%

Held in common3.2%

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 Four

5Y4 funds

#
1	VTV	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	AVO	Vanguard Morningstar Mid-Cap ETFRead Desk	0.03%	1.39%	−3.5%	+10.7%	+12.4%	+18.9%	+6.4%	−8.2%	$103.4B
4	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 Four

5Y4 funds

#
1	VTV	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	AVO	Vanguard Morningstar Mid-Cap ETFRead Desk	0.03%	1.39%	−3.5%	+10.7%	+12.4%	+18.9%	+6.4%	−8.2%	$103.4B
4	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

VO vs WCBR

Vanguard Morningstar Mid-Cap

$13,616

WCBR

WisdomTree Cybersecurity Fund

$14,639

MeasureVOWCBR

Fee0.03%0.45%

Cost on $10k a year$3$45

Yield1.39%0.00%

5 years, per year+6.4%+7.9%

3 years, per year+18.9%+29.2%

Worst drop · 1Y−8.2%−29.1%

Volatility · 1Y12.9%41.4%

4–2measures won
VO first

3.2%

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, VO

Today

28.5%most shared, VTV and VO

VTVWCBRIJRVO

VTV—0.2%0.0%28.5%

WCBR0.2%—0.3%3.2%

IJR0.0%0.3%—0.0%

VO28.5%3.2%0.0%—

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

VO$139 − $3 = $136

IJR$124 − $6 = $118

WCBR$0 − $45 = −$45

KeptFee

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