Compare · 3 funds side by side · dividends reinvested

WTLS, IWB and VTV

WTLSWisdomTree×IWBiShares×VTVVanguard×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,865VTV · best of the three

02 / 04

WTLS, IWB and VTV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Value ETFUS Stock Styles · Value0.03%1.83%+20.9%+25.4%+21.0%+12.3%−6.4%10.8%$184B1.1

iShares Russell 1000 ETFUS Stock Styles · Large cap0.15%0.93%+11.2%+13.5%+21.8%+11.1%−8.9%13.8%$46.6B1.9

WisdomTree Efficient Long/Short U.S. Equity FundUS Stock Styles · Large cap0.89%0.00%[…][…][…][…][…][…]$16M3.0

Rank among the three1st → 3rdFee, 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 · IWB 2000 · VTV 2004

Head to Head

Swap sides Versus in desk

Head to Head

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

WTLS

IWB

iShares Russell 1000 ETF · $46.6B$16,924

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

WTLSMeasureIWB

[…]Year to dateJan 1 → Nov 9+11.2%

[…]1 yearTotal return+13.5%

[…]3 years · per year$10,000 became […] · $18,056+21.8%

[…]5 years · per year$10,000 became […] · $16,924+11.1%

0.89%Expense ratio$89 · $15 a year on $10k · lower is better0.15%

0.00%Trailing 12-mo yield$0 · $93 a year on $10k0.93%

[…]Worst dropSmaller is better−8.9%

[…]VolatilityLower is calmer13.8%

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

0–2IWB 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 IWB: Top 5 Holdings

Today

WTLS

46.2%in top 5

IWB

in top 525.6%

WTLSStockIWB

23.2%912797VTnot top 5

23.0%912797UDnot top 5

not top 5AAPL7.3%

not top 5NVDA6.4%

not top 5MSFT5.8%

not top 5AMZN3.7%

not top 5GOOGL2.4%

Held in common0.0%

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

WTLS vs IWB Returns, Every Period

WisdomTreeWTLS

[…]

past year

IWBiShares

+13.5%

past year

Returns […]

WTLSIWBFaded: behind in that period

0–0Level

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

WTLS vs VTV

YTD

WisdomTreeWTLS

[…]

VTVVanguard

+20.9%

[…]Year to date+20.9%

[…]Worst drop · 1Y−6.4%

[…]Volatility · 1Y10.8%

0.0%Yield1.8%

$16.4MAssets$184B

1–0VTV wins

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

Cost, Income and Risk

Fees: WTLS, IWB, VTV

Today

0.03%lowest, VTV

FundExpense ratioFee$10k

VTV0.03%$3

IWB0.15%$15

WTLS0.89%$89

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

Yields: WTLS, IWB, VTV

1.83%highest, VTV

FundTrailing yieldYield$10k

VTV1.83%$183

IWB0.93%$93

WTLS0.00%$0

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

Income After Fees on $10,000

$180most kept, VTV

VTV$183 − $3 = $180

IWB$93 − $15 = $78

WTLS$0 − $89 = −$89

KeptFee

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

Overlap: WTLS, IWB, VTV

Today

41.0%most shared, IWB and VTV

WTLSIWBVTV

WTLS—0.0%0.0%

IWB0.0%—41.0%

VTV0.0%41.0%—

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

Return vs Bumpiness: 3 ETFs

+25.4%VTV, at 10.8% volatility

VTVWorst drop−6.4%10.8% vol

IWBWorst drop−8.9%13.8% vol

WTLSWorst drop[…][…]

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

Paid More vs Made More

YTD

VTVIWB

+20.9%Year to date+11.2%

1.8%Yield0.9%

+25.4%Past year+13.5%

0.03%Fee0.15%

4–0VTV wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

VTV vs SCHV

YTD

VanguardVTV

+20.9%

SCHVSchwab

+18.7%

+20.9%Year to date+18.7%

1.8%Yield1.8%

$184BAssets$15.4B

1–0VTV wins

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