Compare · 2 funds side by side · dividends reinvested

WTLS and SCHB

WTLSWisdomTree×SCHBSchwab×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,348SCHB · best of the two

02 / 03

WTLS and SCHB, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Broad Market ETFUS Stock Styles · Large cap0.03%1.09%+8.4%+9.8%+21.9%+10.3%−8.9%13.8%$44.9B1.0

WisdomTree Efficient Long/Short U.S. Equity FundUS Stock Styles · Large cap0.89%0.00%[…][…][…][…][…][…]$19M2.0

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 5, 2026 · returns include dividends · since: WTLS 2026 · SCHB 2009

Head to Head

Swap sides Versus in desk

Head to Head

WisdomTree Efficient Long/Short U.S. Equity Fund · $19M[…]

WTLS

SCHB

Schwab U.S. Broad Market ETF · $44.9B$16,348

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

WTLSMeasureSCHB

[…]Year to dateJan 1 → Nov 5+8.4%

[…]1 yearTotal return+9.8%

[…]3 years · per year$10,000 became […] · $18,100+21.9%

[…]5 years · per year$10,000 became […] · $16,348+10.3%

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

0.00%Trailing 12-mo yield$0 · $109 a year on $10k1.09%

[…]Worst dropSmaller is better−8.9%

[…]VolatilityLower is calmer13.8%

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

0–2SCHB wins

End-of-day Nov 5, 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

47.1%in top 5

SCHB

in top 524.8%

WTLSStockSCHB

23.7%912797UMnot top 5

23.5%912797VTnot top 5

not top 5AAPL6.9%

not top 5NVDA6.5%

not top 5MSFT5.6%

not top 5AMZN3.5%

not top 5GOOGL2.3%

Held in common0.0%

End-of-day Nov 5, 2026 · share of each fund

WTLS vs SCHB Returns, Every Period

WisdomTreeWTLS

[…]

past year

SCHBSchwab

+9.8%

past year

Returns […]

WTLSSCHBFaded: behind in that period

0–0Level

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

WTLS vs SCHB

YTD

WisdomTreeWTLS

[…]

SCHBSchwab

+8.4%

[…]Year to date+8.4%

[…]Worst drop · 1Y−8.9%

[…]Volatility · 1Y13.8%

0.0%Yield1.1%

$19.5MAssets$44.9B

1–0SCHB wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: WTLS, SCHB

Today

0.03%lowest, SCHB

FundExpense ratioFee$10k

SCHB0.03%$3

WTLS0.89%$89

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: WTLS, SCHB

1.09%highest, SCHB

FundTrailing yieldYield$10k

SCHB1.09%$109

WTLS0.00%$0

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$106most kept, SCHB

SCHB$109 − $3 = $106

WTLS$0 − $89 = −$89

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: WTLS, SCHB

Today

0.0%most shared, WTLS and SCHB

WTLSSCHB

WTLS—0.0%

SCHB0.0%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+9.8%SCHB, at 13.8% volatility

SCHBWorst drop−8.9%13.8% vol

WTLSWorst drop[…][…]

End-of-day Nov 5, 2026 · up and left is better

Popular Pairs Near These Two

VTI vs ITOT

YTD

VanguardVTI

+8.4%

ITOTiShares

+8.4%

+8.4%Year to date+8.4%

1.1%Yield1.1%

$689BAssets$97.0B

0–0level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026