Compare · 4 funds side by side · dividends reinvested

WTLS, DIA, VUG and IWF

WTLSWisdomTree×DIASPDR×VUGVanguard×IWFiShares×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,565VUG · best of the four

02 / 04

WTLS, DIA, VUG and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR Dow Jones Industrial Average ETF TrustUS Stock Styles · Large cap0.16%1.37%+10.1%+13.2%+17.5%+9.7%−9.8%13.6%$44.0B1.6

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+4.2%+4.7%+22.9%+10.6%−15.1%19.1%$233B1.8

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.38%−2.5%−2.2%+19.8%+9.7%−14.6%19.5%$115B2.6

WisdomTree Efficient Long/Short U.S. Equity FundUS Stock Styles · Large cap0.89%0.00%[…][…][…][…][…][…]$16M4.0

Rank among the four1st → 4thFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 9, 2026 · returns include dividends · since: WTLS 2026 · DIA 1998 · VUG 2004 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

WisdomTree Efficient Long/Short U.S. Equity Fund · $16M[…]

WTLS

DIA

State Street SPDR Dow Jones Industrial Average ETF Trust · $44.0B$15,889

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

WTLSMeasureDIA

[…]Year to dateJan 1 → Nov 9+10.1%

[…]1 yearTotal return+13.2%

[…]3 years · per year$10,000 became […] · $16,221+17.5%

[…]5 years · per year$10,000 became […] · $15,889+9.7%

0.89%Expense ratio$89 · $16 a year on $10k · lower is better0.16%

0.00%Trailing 12-mo yield$0 · $137 a year on $10k1.37%

[…]Worst dropSmaller is better−9.8%

[…]VolatilityLower is calmer13.6%

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

0–2DIA wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

WTLS vs DIA: Top 5 Holdings

Today

WTLS

46.2%in top 5

DIA

in top 532.9%

WTLSStockDIA

23.2%912797VTnot top 5

23.0%912797UDnot top 5

not top 5GS10.0%

not top 5CAT6.5%

not top 5MSFT6.1%

not top 5AMGN5.3%

not top 5V4.9%

Held in common0.0%

End-of-day Nov 9, 2026 · share of each fund

WTLS vs DIA Returns, Every Period

WisdomTreeWTLS

[…]

past year

DIASPDR

+13.2%

past year

Returns […]

WTLSDIAFaded: behind in that period

0–0Level

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

WTLS vs DIA

YTD

WisdomTreeWTLS

[…]

DIASPDR

+10.1%

[…]Year to date+10.1%

[…]Worst drop · 1Y−9.8%

[…]Volatility · 1Y13.6%

0.0%Yield1.4%

$16.4MAssets$44.0B

1–0DIA wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: WTLS, DIA, VUG, IWF

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

DIA0.16%$16

IWF0.18%$18

WTLS0.89%$89

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: WTLS, DIA, VUG, IWF

1.37%highest, DIA

FundTrailing yieldYield$10k

DIA1.37%$137

VUG0.41%$41

IWF0.38%$38

WTLS0.00%$0

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$121most kept, DIA

DIA$137 − $16 = $121

VUG$41 − $3 = $38

IWF$38 − $18 = $20

WTLS$0 − $89 = −$89

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: WTLS, DIA, VUG, IWF

Today

78.1%most shared, VUG and IWF

WTLSDIAVUGIWF

WTLS—0.0%0.0%0.0%

DIA0.0%—20.8%21.7%

VUG0.0%20.8%—78.1%

IWF0.0%21.7%78.1%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+13.2%DIA, at 13.6% volatility

DIAWorst drop−9.8%13.6% vol

VUGWorst drop−15.1%19.1% vol

IWFWorst drop−14.6%19.5% vol

WTLSWorst drop[…][…]

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

DIAVUG

+10.1%Year to date+4.2%

1.4%Yield0.4%

+13.2%Past year+4.7%

0.16%Fee0.03%

3–1DIA wins

End-of-day Nov 9, 2026

Popular Pairs Near These Four

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

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

$233BAssets$59.7B

1–1level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026