Compare · 2 funds side by side · dividends reinvested

WAMA and VUG

WAMAWisdomTree×VUGVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,052VUG · best of the two

02 / 03

WAMA and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.43%+0.5%−0.6%+22.8%+9.9%−15.1%19.0%$233B1.1

WisdomTree US Adaptive Moving Average FundUS Stock Styles · Large cap0.33%0.60%[…][…][…][…][…][…]$199M1.5

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

End-of-day Nov 5, 2026 · returns include dividends · since: WAMA 2026 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

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

WAMA

VUG

Vanguard Morningstar Growth ETF · $233B$16,052

$10,000 five years ago, dividends reinvested · they hold 56.6% in common

WAMAMeasureVUG

[…]Year to dateJan 1 → Nov 5+0.5%

[…]1 yearTotal return−0.6%

[…]3 years · per year$10,000 became […] · $18,532+22.8%

[…]5 years · per year$10,000 became […] · $16,052+9.9%

0.33%Expense ratio$33 · $3 a year on $10k · lower is better0.03%

0.60%Trailing 12-mo yield$60 · $43 a year on $10k0.43%

[…]Worst dropSmaller is better−15.1%

[…]VolatilityLower is calmer19.0%

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

1–1Level

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

More Ways to See the Pairs

WAMA vs VUG: Top 5 Holdings

Today

WAMA

30.0%in top 5

VUG

in top 545.2%

WAMAStockVUG

7.6%NVDA13.5%

7.8%AAPL12.5%

5.8%MSFT9.7%

5.1%GOOGL5.2%

not top 5AVGO4.3%

3.7%AMZNnot top 5

Held in common56.6%

End-of-day Nov 5, 2026 · share of each fund

WAMA vs VUG Returns, Every Period

WisdomTreeWAMA

[…]

past year

VUGVanguard

−0.6%

past year

Returns […]

WAMAVUGFaded: behind in that period

0–0Level

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

WAMA vs VUG

YTD

WisdomTreeWAMA

[…]

VUGVanguard

+0.5%

[…]Year to date+0.5%

[…]Worst drop · 1Y−15.1%

[…]Volatility · 1Y19.0%

0.6%Yield0.4%

$199MAssets$233B

1–0WAMA wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: WAMA, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

WAMA0.33%$33

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: WAMA, VUG

0.60%highest, WAMA

FundTrailing yieldYield$10k

WAMA0.60%$60

VUG0.43%$43

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$40most kept, VUG

VUG$43 − $3 = $40

WAMA$60 − $33 = $27

KeptFee

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

Overlap: WAMA, VUG

Today

56.6%most shared, WAMA and VUG

WAMAVUG

WAMA—56.6%

VUG56.6%—

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

Return vs Bumpiness: 2 ETFs

−0.6%VUG, at 19.0% volatility

VUGWorst drop−15.1%19.0% vol

WAMAWorst drop[…][…]

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

WAMAVUG

[…]Year to date+0.5%

0.6%Yield0.4%

[…]Past year−0.6%

0.33%Fee0.03%

1–1level

End-of-day Nov 5, 2026

Popular Pairs Near These Two

VUG vs SCHG

YTD

VanguardVUG

+0.5%

SCHGSchwab

+0.9%

+0.5%Year to date+0.9%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$62.5B

1–1level

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