Compare · 4 funds side by side · dividends reinvested

WTLS, SCHB, VUG and IWF

WTLSWisdomTree×SCHBSchwab×VUGVanguard×IWFiShares×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,705SCHB · best of the four

02 / 04

WTLS, SCHB, VUG and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Broad Market ETFUS Stock Styles · Large cap0.03%1.06%+11.5%+13.7%+21.8%+10.8%−8.9%14.0%$43.2B1.1

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+4.2%+4.7%+22.9%+10.6%−15.1%19.1%$233B1.9

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.38%−2.5%−2.2%+19.8%+9.7%−14.6%19.5%$115B2.9

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 · SCHB 2009 · 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

SCHB

Schwab U.S. Broad Market ETF · $43.2B$16,705

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

WTLSMeasureSCHB

[…]Year to dateJan 1 → Nov 9+11.5%

[…]1 yearTotal return+13.7%

[…]3 years · per year$10,000 became […] · $18,080+21.8%

[…]5 years · per year$10,000 became […] · $16,705+10.8%

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

More Ways to See the Pairs

WTLS vs SCHB: Top 5 Holdings

Today

WTLS

46.2%in top 5

SCHB

in top 524.8%

WTLSStockSCHB

23.2%912797VTnot top 5

23.0%912797UDnot top 5

not top 5AAPL7.0%

not top 5NVDA6.3%

not top 5MSFT5.5%

not top 5AMZN3.6%

not top 5GOOGL2.3%

Held in common0.0%

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

WTLS vs SCHB Returns, Every Period

WisdomTreeWTLS

[…]

past year

SCHBSchwab

+13.7%

past year

Returns […]

WTLSSCHBFaded: behind in that period

0–0Level

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

WTLS vs SCHB

YTD

WisdomTreeWTLS

[…]

SCHBSchwab

+11.5%

[…]Year to date+11.5%

[…]Worst drop · 1Y−8.9%

[…]Volatility · 1Y14.0%

0.0%Yield1.1%

$16.4MAssets$43.2B

1–0SCHB wins

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

Cost, Income and Risk

Fees: WTLS, SCHB, VUG, IWF

Today

0.03%lowest, SCHB

FundExpense ratioFee$10k

SCHB0.03%$3

VUG0.03%$3

IWF0.18%$18

WTLS0.89%$89

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

Yields: WTLS, SCHB, VUG, IWF

1.06%highest, SCHB

FundTrailing yieldYield$10k

SCHB1.06%$106

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

$103most kept, SCHB

SCHB$106 − $3 = $103

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, SCHB, VUG, IWF

Today

78.1%most shared, VUG and IWF

WTLSSCHBVUGIWF

WTLS—0.0%0.0%0.0%

SCHB0.0%—50.3%52.9%

VUG0.0%50.3%—78.1%

IWF0.0%52.9%78.1%—

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

Return vs Bumpiness: 4 ETFs

+13.7%SCHB, at 14.0% volatility

SCHBWorst drop−8.9%14.0% 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

SCHBVUG

+11.5%Year to date+4.2%

1.1%Yield0.4%

+13.7%Past year+4.7%

0.03%Fee0.03%

3–0SCHB wins

End-of-day Nov 9, 2026

Popular Pairs Near These Four

VTI vs ITOT

YTD

VanguardVTI

+11.6%

ITOTiShares

+11.5%

+11.6%Year to date+11.5%

1.1%Yield1.0%

$689BAssets$93.2B

2–0VTI wins

End-of-day Nov 9, 2026

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