WAMA vs SCHB

AWAMA

BSCHB

Measures won0–2SCHB wins · of 6 · 5Y

$10,000 · 5Y$17,270SCHB

Lowest cost0.03%SCHB · $3 on $10k

Most income1.04%SCHB · $104 on $10k

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

Held in common85.1%WAMA and SCHB

WAMA

SCHB

WisdomTree US Adaptive Moving Average Fund · $199MSchwab U.S. Broad Market ETF · $44.0B

[…]3 years · per year[…] · $19,056+24.0%

[…]5 years · per year[…] · $17,270+11.5%

0.32%Expense ratio$32 · $3 on $10k · lower wins0.03%

0.58%12-mo yield$58 · $104 on $10k1.04%

[…]Worst dropSmaller wins−8.9%

[…]VolatilityLower wins13.1%

0–2SCHB wins

$10,000 · 5 yearsOne scale

Shared top holdingsWAMA · SCHB

7.6%NVDA6.8%

7.8%AAPL6.6%

5.8%MSFT5.3%

3.7%AMZN3.4%

Held in common85.1%

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	BSCHB	Schwab U.S. Broad Market ETFRead Desk		0.03%	1.04%	+1.5%	+13.3%	+13.3%	+24.0%	+11.5%	−8.9%	$44.0B
2	AWAMA	WisdomTree US Adaptive Moving Average FundRead Desk		0.32%	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	BSCHB	Schwab U.S. Broad Market ETFRead Desk		0.03%	1.04%	+1.5%	+13.3%	+13.3%	+24.0%	+11.5%	−8.9%	$44.0B
2	AWAMA	WisdomTree US Adaptive Moving Average FundRead Desk		0.32%	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 SCHB

WAMA

WisdomTree US Adaptive Moving Average Fund

[…]

SCHB

Schwab U.S. Broad Market

$17,270

MeasureWAMASCHB

Fee0.32%0.03%

Cost on $10k a year$32$3

Yield0.58%1.04%

5 years, per year[…]+11.5%

3 years, per year[…]+24.0%

Worst drop · 1Y[…]−8.9%

Volatility · 1Y[…]13.1%

2–0measures won
SCHB first

85.1%

holdings shared

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

VTI vs ITOT

YTD

VanguardVTI

+13.4%

ITOTiShares

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$689BAssets$95.4B

1–0VTI wins

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$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%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

Overlap: WAMA, SCHB

Today

85.1%most shared, WAMA and SCHB

WAMASCHB

WAMA—85.1%

SCHB85.1%—

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

Income After Fees on $10,000

$101most kept, SCHB

SCHB$104 − $3 = $101

WAMA$58 − $32 = $26

KeptFee

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