WAMA vs IWB5YWAMAWAMAAvsBIWBIWBWisdomTree US Adaptive Moving Average Fund · $194MiShares Russell 1000 ETF · $48.3BReturns · dividends in[…]3 years · per year[…] · $17,870+21.3%[…]5 years · per year[…] · $16,772+10.9%Cost and income0.33%Expense ratio$33 · $15 on $10k · lower wins0.15%0.58%12-mo yield$58 · $92 on $10k0.92%
Overlap: WAMA, IWB, IWFToday87.1%most shared, WAMA and IWBWAMAIWBIWFWAMA—87.1%57.4%IWB87.1%—55.2%IWF57.4%55.2%—End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus
WAMA vs IWB5YAWAMAWisdomTree US Adaptive Moving Average Fund[…]vsIWBBiShares Russell 1000$16,772MeasureWAMAIWBFee0.33%0.15%Cost on $10k a year$33$15Yield0.58%0.92%5 years, per year[…]+10.9%3 years, per year[…]+21.3%Worst drop · 1Y[…]−8.9%Volatility · 1Y[…]13.7%
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1BIWBiShares Russell 1000 ETFReadDesk0.15%0.92%−0.4%+11.7%+11.8%+21.3%+10.9%−8.9%$48.3B2IWFiShares Russell 1000 Growth ETFReadDesk0.18%0.37%−0.4%−1.5%−3.0%+19.2%+9.4%−14.6%$119.2B3AWAMAWisdomTree US Adaptive Moving Average FundReadDesk0.33%0.58%−0.3%newnewnewnew[…]$194MEnd-of-day Nov 12, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1BIWBiShares Russell 1000 ETFReadDesk0.15%0.92%−0.4%+11.7%+11.8%+21.3%+10.9%−8.9%$48.3B2IWFiShares Russell 1000 Growth ETFReadDesk0.18%0.37%−0.4%−1.5%−3.0%+19.2%+9.4%−14.6%$119.2B3AWAMAWisdomTree US Adaptive Moving Average FundReadDesk0.33%0.58%−0.3%newnewnewnew[…]$194MEnd-of-day Nov 12, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
VUG vs SCHGYTDVanguardVUGVA+4.9%vsBSSCHGSchwab+5.6%Jan 1Nov 12+4.9%+5.6%+4.9%Year to date+5.6%0.03% · $3Fee · on $10k a year0.04% · $4$233BAssets$61.0B1–1levelEnd-of-day Nov 12, 2026
SCHD vs VIGYTDSchwabSCHDSA+34.2%vsBVVIGVanguard+16.0%Jan 1Nov 12+34.2%+16.0%+34.2%Year to date+16.0%2.9%Yield1.4%$123BAssets$109B2–0SCHD winsEnd-of-day Nov 12, 2026
JEPQ vs JEPIYTDJ.P. MorganJEPQJMA+7.8%vsBJMJEPIJ.P. Morgan+8.3%Jan 1Nov 12+7.8%+8.3%+7.8%Year to date+8.3%12.2%Yield7.9%$41.8BAssets$46.8B1–1levelEnd-of-day Nov 12, 2026
Overlap: WAMA, IWB, IWFToday87.1%most shared, WAMA and IWBWAMAIWBIWFWAMA—87.1%57.4%IWB87.1%—55.2%IWF57.4%55.2%—End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$77most kept, IWBIWB$92 − $15 = $77WAMA$58 − $33 = $25IWF$37 − $18 = $19KeptFeeEnd-of-day Nov 12, 2026 · yield in dollars minus the fee