WAMA vs IWB5YWAMAWAMAAvsBIWBIWBWisdomTree US Adaptive Moving Average Fund · $194MiShares Russell 1000 ETF · $48.3BReturns · dividends in[…]3 years · per year[…] · $18,011+21.7%[…]5 years · per year[…] · $16,904+11.1%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, VUGToday87.4%most shared, WAMA and IWBWAMAIWBVUGWAMA—87.4%56.3%IWB87.4%—51.7%VUG56.3%51.7%—End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus
WAMA vs IWB5YAWAMAWisdomTree US Adaptive Moving Average Fund[…]vsIWBBiShares Russell 1000$16,904MeasureWAMAIWBFee0.33%0.15%Cost on $10k a year$33$15Yield0.58%0.92%5 years, per year[…]+11.1%3 years, per year[…]+21.7%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%+1.3%+12.2%+12.6%+21.7%+11.1%−8.9%$48.3B2VUGVanguard Morningstar Growth ETFReadDesk0.03%0.41%+1.7%+5.1%+3.6%+22.6%+10.6%−15.1%$232.9B3AWAMAWisdomTree US Adaptive Moving Average FundReadDesk0.33%0.58%+1.3%newnewnewnew[…]$194MEnd-of-day Nov 11, 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%+1.3%+12.2%+12.6%+21.7%+11.1%−8.9%$48.3B2VUGVanguard Morningstar Growth ETFReadDesk0.03%0.41%+1.7%+5.1%+3.6%+22.6%+10.6%−15.1%$232.9B3AWAMAWisdomTree US Adaptive Moving Average FundReadDesk0.33%0.58%+1.3%newnewnewnew[…]$194MEnd-of-day Nov 11, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
VUG vs SCHGYTDVanguardVUGVA+5.1%vsBSSCHGSchwab+5.9%Jan 1Nov 11+5.1%+5.9%+5.1%Year to date+5.9%0.03% · $3Fee · on $10k a year0.04% · $4$233BAssets$61.0B1–1levelEnd-of-day Nov 11, 2026
SCHD vs VIGYTDSchwabSCHDSA+34.6%vsBVVIGVanguard+16.0%Jan 1Nov 11+34.6%+16.0%+34.6%Year to date+16.0%2.9%Yield1.4%$123BAssets$109B2–0SCHD winsEnd-of-day Nov 11, 2026
JEPQ vs JEPIYTDJ.P. MorganJEPQJMA+8.1%vsBJMJEPIJ.P. Morgan+8.6%Jan 1Nov 11+8.1%+8.6%+8.1%Year to date+8.6%12.2%Yield7.8%$41.8BAssets$46.8B1–1levelEnd-of-day Nov 11, 2026
Overlap: WAMA, IWB, VUGToday87.4%most shared, WAMA and IWBWAMAIWBVUGWAMA—87.4%56.3%IWB87.4%—51.7%VUG56.3%51.7%—End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$77most kept, IWBIWB$92 − $15 = $77VUG$41 − $3 = $38WAMA$58 − $33 = $25KeptFeeEnd-of-day Nov 11, 2026 · yield in dollars minus the fee