Compare · 2 funds side by side · dividends reinvested

WAMA and SCHB

WAMAWisdomTree×SCHBSchwab×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,270SCHB · best of the two

02 / 03

WAMA and SCHB, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Broad Market ETFUS Stock Styles · Large cap0.03%1.04%+13.3%+13.3%+24.0%+11.5%−8.9%13.1%$44.0B1.0

WisdomTree US Adaptive Moving Average FundUS Stock Styles · Large cap0.32%0.58%[…][…][…][…][…][…]$199M2.0

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 4, 2026 · returns include dividends · since: WAMA 2026 · SCHB 2009

Head to Head

Swap sides Versus in desk

Head to Head

WisdomTree US Adaptive Moving Average Fund · $199M[…]

WAMA

SCHB

Schwab U.S. Broad Market ETF · $44.0B$17,270

$10,000 five years ago, dividends reinvested · they hold 85.1% in common

WAMAMeasureSCHB

[…]Year to dateJan 1 → Nov 4+13.3%

[…]1 yearTotal return+13.3%

[…]3 years · per year$10,000 became […] · $19,056+24.0%

[…]5 years · per year$10,000 became […] · $17,270+11.5%

0.32%Expense ratio$32 · $3 a year on $10k · lower is better0.03%

0.58%Trailing 12-mo yield$58 · $104 a year on $10k1.04%

[…]Worst dropSmaller is better−8.9%

[…]VolatilityLower is calmer13.1%

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

0–2SCHB wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

WAMA vs SCHB: Top 5 Holdings

Today

WAMA

30.0%in top 5

SCHB

in top 524.4%

WAMAStockSCHB

7.8%AAPL6.6%

7.6%NVDA6.8%

5.8%MSFT5.3%

5.1%GOOGL2.2%

3.7%AMZN3.4%

Held in common85.1%

End-of-day Nov 4, 2026 · share of each fund

WAMA vs SCHB Returns, Every Period

WisdomTreeWAMA

[…]

past year

SCHBSchwab

+13.3%

past year

Returns […]

WAMASCHBFaded: behind in that period

0–0Level

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

WAMA vs SCHB

YTD

WisdomTreeWAMA

[…]

SCHBSchwab

+13.3%

[…]Year to date+13.3%

[…]Worst drop · 1Y−8.9%

[…]Volatility · 1Y13.1%

0.6%Yield1.0%

$199MAssets$44.0B

1–0SCHB wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: WAMA, SCHB

Today

0.03%lowest, SCHB

FundExpense ratioFee$10k

SCHB0.03%$3

WAMA0.32%$32

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: WAMA, SCHB

1.04%highest, SCHB

FundTrailing yieldYield$10k

SCHB1.04%$104

WAMA0.58%$58

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$101most kept, SCHB

SCHB$104 − $3 = $101

WAMA$58 − $32 = $26

KeptFee

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

Overlap: WAMA, SCHB

Today

85.1%most shared, WAMA and SCHB

WAMASCHB

WAMA—85.1%

SCHB85.1%—

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

Return vs Bumpiness: 2 ETFs

+13.3%SCHB, at 13.1% volatility

SCHBWorst drop−8.9%13.1% vol

WAMAWorst drop[…][…]

End-of-day Nov 4, 2026 · up and left is better

Popular Pairs Near These Two

VTI vs ITOT

YTD

VanguardVTI

+13.4%

ITOTiShares

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$689BAssets$95.4B

1–0VTI 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%

$121BAssets$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%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026