Compare · 3 funds side by side · dividends reinvested

WTLS, IWB and VUG

WTLSWisdomTree×IWBiShares×VUGVanguard×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,459IWB · best of the three

02 / 04

WTLS, IWB and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Russell 1000 ETFUS Stock Styles · Large cap0.15%0.91%+13.0%+13.2%+23.9%+11.8%−8.9%12.9%$47.8B1.3

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.40%+6.3%+3.4%+25.4%+11.4%−16.1%18.2%$233B1.8

WisdomTree Efficient Long/Short U.S. Equity FundUS Stock Styles · Large cap0.88%0.00%[…][…][…][…][…][…]$20M3.0

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 4, 2026 · returns include dividends · since: WTLS 2026 · IWB 2000 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

WisdomTree Efficient Long/Short U.S. Equity Fund · $20M[…]

WTLS

IWB

iShares Russell 1000 ETF · $47.8B$17,459

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

WTLSMeasureIWB

[…]Year to dateJan 1 → Nov 4+13.0%

[…]1 yearTotal return+13.2%

[…]3 years · per year$10,000 became […] · $19,023+23.9%

[…]5 years · per year$10,000 became […] · $17,459+11.8%

0.88%Expense ratio$88 · $15 a year on $10k · lower is better0.15%

0.00%Trailing 12-mo yield$0 · $91 a year on $10k0.91%

[…]Worst dropSmaller is better−8.9%

[…]VolatilityLower is calmer12.9%

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

0–2IWB wins

End-of-day Nov 4, 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

47.1%in top 5

IWB

in top 525.2%

WTLSStockIWB

23.7%912797UMnot top 5

23.5%912797VTnot top 5

not top 5NVDA6.9%

not top 5AAPL6.9%

not top 5MSFT5.5%

not top 5AMZN3.5%

not top 5GOOGL2.3%

Held in common0.0%

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

WTLS vs IWB Returns, Every Period

WisdomTreeWTLS

[…]

past year

IWBiShares

+13.2%

past year

Returns […]

WTLSIWBFaded: behind in that period

0–0Level

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

WTLS vs IWB

YTD

WisdomTreeWTLS

[…]

IWBiShares

+13.0%

[…]Year to date+13.0%

[…]Worst drop · 1Y−8.9%

[…]Volatility · 1Y12.9%

0.0%Yield0.9%

$19.6MAssets$47.8B

1–0IWB wins

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

Cost, Income and Risk

Fees: WTLS, IWB, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

IWB0.15%$15

WTLS0.88%$88

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

Yields: WTLS, IWB, VUG

0.91%highest, IWB

FundTrailing yieldYield$10k

IWB0.91%$91

VUG0.40%$40

WTLS0.00%$0

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

Income After Fees on $10,000

$76most kept, IWB

IWB$91 − $15 = $76

VUG$40 − $3 = $37

WTLS$0 − $88 = −$88

KeptFee

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

Overlap: WTLS, IWB, VUG

Today

52.0%most shared, IWB and VUG

WTLSIWBVUG

WTLS—0.0%0.0%

IWB0.0%—52.0%

VUG0.0%52.0%—

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

Return vs Bumpiness: 3 ETFs

+13.2%IWB, at 12.9% volatility

IWBWorst drop−8.9%12.9% vol

VUGWorst drop−16.1%18.2% vol

WTLSWorst drop[…][…]

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

Paid More vs Made More

YTD

IWBVUG

+13.0%Year to date+6.3%

0.9%Yield0.4%

+13.2%Past year+3.4%

0.15%Fee0.03%

3–1IWB wins

End-of-day Nov 4, 2026

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+6.3%

SCHGSchwab

+6.8%

+6.3%Year to date+6.8%

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

$233BAssets$61.1B

1–1level

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