WAMA vs IWB

AWAMA

BIWB

Measures won0–2IWB wins · of 6 · 5Y

$10,000 · 5Y$17,459IWB

Lowest cost0.15%IWB · $15 on $10k

Most income0.91%IWB · $91 on $10k

Smallest drop−8.9%IWB · worst fall in 1Y

Held in common87.8%WAMA and IWB

WAMA

IWB

WisdomTree US Adaptive Moving Average Fund · $199MiShares Russell 1000 ETF · $48.5B

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

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

0.33%Expense ratio$33 · $15 on $10k · lower wins0.15%

0.58%12-mo yield$58 · $91 on $10k0.91%

[…]Worst dropSmaller wins−8.9%

[…]VolatilityLower wins12.9%

0–2IWB wins

$10,000 · 5 yearsOne scale

Shared top holdingsWAMA · IWB

7.6%NVDA6.9%

7.8%AAPL6.9%

5.8%MSFT5.5%

3.7%AMZN3.5%

Held in common87.8%

End-of-day Nov 4, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend
1	BIWB	iShares Russell 1000 ETFRead Desk		0.15%	0.91%	+1.5%	+13.0%	+13.2%	+23.9%	+11.8%	−8.9%	$48.5B
2	AWAMA	WisdomTree US Adaptive Moving Average FundRead Desk		0.33%	0.58%	+1.6%	new	new	new	new	[…]	$199M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BIWB	iShares Russell 1000 ETFRead Desk		0.15%	0.91%	+1.5%	+13.0%	+13.2%	+23.9%	+11.8%	−8.9%	$48.5B
2	AWAMA	WisdomTree US Adaptive Moving Average FundRead Desk		0.33%	0.58%	+1.6%	new	new	new	new	[…]	$199M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

WAMA vs IWB

WAMA

WisdomTree US Adaptive Moving Average Fund

[…]

IWB

iShares Russell 1000

$17,459

MeasureWAMAIWB

Fee0.33%0.15%

Cost on $10k a year$33$15

Yield0.58%0.91%

5 years, per year[…]+11.8%

3 years, per year[…]+23.9%

Worst drop · 1Y[…]−8.9%

Volatility · 1Y[…]12.9%

2–0measures won
IWB first

87.8%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$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%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: WAMA, IWB

Today

87.8%most shared, WAMA and IWB

WAMAIWB

WAMA—87.8%

IWB87.8%—

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

Income After Fees on $10,000

$76most kept, IWB

IWB$91 − $15 = $76

WAMA$58 − $33 = $25

KeptFee

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