Compare · 3 funds side by side · dividends reinvested

WTLS, SCHB and IJH

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,686SCHB · best of the three

Story of the three · IncomeMost incomeIJH · 1.21% · $121 a year on $10k

Story of the three · RiskSmallest drop

WTLS, SCHB and IJH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Broad Market ETFUS Stock Styles · Large cap0.03%1.05%+12.4%+12.8%+21.7%+10.8%−8.9%14.0%$44.1B1.5

iShares Core S&P Mid-Cap ETFUS Stock Styles · Mid cap0.05%1.21%+14.2%+15.9%+16.7%+6.9%−8.8%15.7%$124B1.5

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 11, 2026 · returns include dividends · since: WTLS 2026 · SCHB 2009 · IJH 2000

Head to Head

Swap sides Versus in desk

Head to Head

5Y

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

WTLS

SCHB

Schwab U.S. Broad Market ETF · $44.1B$16,686

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

WTLS

More Ways to See the Pairs

WTLS vs SCHB: Top 5 Holdings

Today

WTLS

46.2%in top 5

SCHB

in top 524.0%

WTLSStockSCHB

23.2%912797VTnot top 5

23.0%912797UDnot top 5

not top 5AAPL7.0%

not top 5NVDA5.6%

not top 5MSFT

Cost, Income and Risk

Fees: WTLS, SCHB, IJH

Today

0.03%lowest, SCHB

FundExpense ratioFee$10k

SCHB0.03%$3

IJH0.05%$5

WTLS0.89%$89

End-of-day Nov 11, 2026 · fee on $10,000 a year

Yields: WTLS, SCHB, IJH

Popular Pairs Near These Three

VTI vs ITOT

YTD

VanguardVTI

+12.6%

ITOTiShares

+12.5%

+12.6%Year to date+12.5%

1.1%Yield1.0%

$689BAssets$95.3B

2–0VTI wins

End-of-day Nov 11, 2026

SCHD vs VIG

YTD

SchwabSCHD

+34.6%

VIGVanguard

+16.0%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.1%

JEPIJ.P. Morgan

+8.6%

Measure

SCHB

[…]Year to dateJan 1 → Nov 11+12.4%

[…]1 yearTotal return+12.8%

[…]3 years · per year$10,000 became […] · $18,033+21.7%

[…]5 years · per year$10,000 became […] · $16,686+10.8%

0.89%Expense ratio$89 · $3 a year on $10k · lower is better0.03%

0.00%Trailing 12-mo yield$0 · $105 a year on $10k1.05%

[…]Worst dropSmaller is better−8.9%

[…]VolatilityLower is calmer14.0%

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

0–2SCHB wins

End-of-day Nov 11, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

5.4%

not top 5AMZN3.7%

not top 5GOOGL2.3%

Held in common0.0%

End-of-day Nov 11, 2026 · share of each fund

WTLS vs SCHB Returns, Every Period

1Y

WisdomTreeWTLS

[…]

past year

SCHBSchwab

+12.8%

past year

Returns […]

WTLSSCHBFaded: behind in that period

0–0Level

End-of-day Nov 11, 2026 · dividends in · faded = behind in that period

WTLS vs IJH

YTD

WisdomTreeWTLS

[…]

IJHiShares

+14.2%

[…]Year to date+14.2%

[…]Worst drop · 1Y−8.8%

[…]Volatility · 1Y15.7%

0.0%Yield1.2%

$16.4MAssets$124B

1–0IJH wins

End-of-day Nov 11, 2026 · smaller drop and lower volatility win

1Y

1.21%highest, IJH

FundTrailing yieldYield$10k

IJH1.21%$121

SCHB1.05%$105

WTLS0.00%$0

End-of-day Nov 11, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$116most kept, IJH

IJH$121 − $5 = $116

SCHB$105 − $3 = $102

WTLS$0 − $89 = −$89

KeptFee

End-of-day Nov 11, 2026 · yield in dollars minus the fee

Overlap: WTLS, SCHB, IJH

Today

4.7%most shared, SCHB and IJH

WTLSSCHBIJH

WTLS—0.0%0.0%

SCHB0.0%—4.7%

IJH0.0%4.7%—

End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+15.9%IJH, at 15.7% volatility

SCHBWorst drop−8.9%14.0% vol

IJHWorst drop−8.8%15.7% vol

WTLSWorst drop[…][…]

End-of-day Nov 11, 2026 · up and left is better

Paid More vs Made More

YTD

IJHSCHB

+14.2%Year to date+12.4%

1.2%Yield1.1%

+15.9%Past year+12.8%

0.05%Fee0.03%

3–1IJH wins

End-of-day Nov 11, 2026

+34.6%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 11, 2026

+8.1%Year to date+8.6%

12.2%Yield7.8%

$42.0BAssets$46.6B

1–1level

End-of-day Nov 11, 2026

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WTLS, SCHB and IJH

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three