Compare · 3 funds side by side · dividends reinvested

WTLS, SCHB and VTV

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,885VTV · best of the three

Story of the three · IncomeMost incomeVTV · 1.82% · $182 a year on $10k

Story of the three · RiskSmallest drop

WTLS, SCHB and VTV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Value ETFUS Stock Styles · Value0.03%1.82%+21.7%+24.0%+21.2%+12.3%−6.4%10.8%$184B1.1

Schwab U.S. Broad Market ETFUS Stock Styles · Large cap0.03%1.06%+11.9%+12.0%+21.4%+10.6%−8.9%14.0%$44.5B1.8

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 12, 2026 · returns include dividends · since: WTLS 2026 · SCHB 2009 · VTV 2004

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 · $44.5B$16,545

$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 523.9%

WTLSStockSCHB

23.2%912797VTnot top 5

23.0%912797UDnot top 5

not top 5AAPL7.0%

not top 5NVDA5.7%

not top 5MSFT

Cost, Income and Risk

Fees: WTLS, SCHB, VTV

Today

0.03%lowest, SCHB

FundExpense ratioFee$10k

SCHB0.03%$3

VTV0.03%$3

WTLS0.89%$89

End-of-day Nov 12, 2026 · fee on $10,000 a year

Yields: WTLS, SCHB, VTV

Popular Pairs Near These Three

VTI vs ITOT

YTD

VanguardVTI

+12.1%

ITOTiShares

+11.9%

+12.1%Year to date+11.9%

1.1%Yield1.0%

$689BAssets$96.0B

2–0VTI wins

End-of-day Nov 12, 2026

VTV vs SCHV

YTD

VanguardVTV

+21.7%

SCHVSchwab

+19.2%

SCHD vs VIG

YTD

SchwabSCHD

+34.2%

VIGVanguard

+16.0%

Measure

SCHB

[…]Year to dateJan 1 → Nov 12+11.9%

[…]1 yearTotal return+12.0%

[…]3 years · per year$10,000 became […] · $17,887+21.4%

[…]5 years · per year$10,000 became […] · $16,545+10.6%

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

0.00%Trailing 12-mo yield$0 · $106 a year on $10k1.06%

[…]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 12, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

5.3%

not top 5AMZN3.5%

not top 5GOOGL2.3%

Held in common0.0%

End-of-day Nov 12, 2026 · share of each fund

WTLS vs SCHB Returns, Every Period

1Y

WisdomTreeWTLS

[…]

past year

SCHBSchwab

+12.0%

past year

Returns […]

WTLSSCHBFaded: behind in that period

0–0Level

End-of-day Nov 12, 2026 · dividends in · faded = behind in that period

WTLS vs VTV

YTD

WisdomTreeWTLS

[…]

VTVVanguard

+21.7%

[…]Year to date+21.7%

[…]Worst drop · 1Y−6.4%

[…]Volatility · 1Y10.8%

0.0%Yield1.8%

$16.4MAssets$184B

1–0VTV wins

End-of-day Nov 12, 2026 · smaller drop and lower volatility win

1Y

1.82%highest, VTV

FundTrailing yieldYield$10k

VTV1.82%$182

SCHB1.06%$106

WTLS0.00%$0

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

Income After Fees on $10,000

1Y

$179most kept, VTV

VTV$182 − $3 = $179

SCHB$106 − $3 = $103

WTLS$0 − $89 = −$89

KeptFee

End-of-day Nov 12, 2026 · yield in dollars minus the fee

Overlap: WTLS, SCHB, VTV

Today

39.3%most shared, SCHB and VTV

WTLSSCHBVTV

WTLS—0.0%0.0%

SCHB0.0%—39.3%

VTV0.0%39.3%—

End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+24.0%VTV, at 10.8% volatility

VTVWorst drop−6.4%10.8% vol

SCHBWorst drop−8.9%14.0% vol

WTLSWorst drop[…][…]

End-of-day Nov 12, 2026 · up and left is better

Paid More vs Made More

YTD

VTVSCHB

+21.7%Year to date+11.9%

1.8%Yield1.1%

+24.0%Past year+12.0%

0.03%Fee0.03%

3–0VTV wins

End-of-day Nov 12, 2026

+21.7%Year to date+19.2%

1.8%Yield1.8%

$184BAssets$15.8B

1–0VTV wins

End-of-day Nov 12, 2026

+34.2%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$109B

2–0SCHD wins

End-of-day Nov 12, 2026

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WTLS, SCHB and VTV

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three