WAMA vs VUG

AWAMA

BVUG

Measures won1–1level · of 6 · 5Y

$10,000 · 5Y$16,052VUG

Lowest cost0.03%VUG · $3 on $10k

Most income0.60%WAMA · $60 on $10k

Smallest drop−15.1%VUG · worst fall in 1Y

Held in common56.6%WAMA and VUG

WAMA

VUG

WisdomTree US Adaptive Moving Average Fund · $199MVanguard Morningstar Growth ETF · $233B

[…]3 years · per year[…] · $18,532+22.8%

[…]5 years · per year[…] · $16,052+9.9%

0.33%Expense ratio$33 · $3 on $10k · lower wins0.03%

0.60%12-mo yield$60 · $43 on $10k0.43%

[…]Worst dropSmaller wins−15.1%

[…]VolatilityLower wins19.0%

1–1Level

$10,000 · 5 yearsOne scale

Shared top holdingsWAMA · VUG

7.8%AAPL12.5%

7.6%NVDA13.5%

5.8%MSFT9.7%

5.1%GOOGL5.2%

Held in common56.6%

End-of-day Nov 5, 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	BVUG	Vanguard Morningstar Growth ETFRead Desk		0.03%	0.43%	−5.5%	+0.5%	−0.6%	+22.8%	+9.9%	−15.1%	$232.9B
2	AWAMA	WisdomTree US Adaptive Moving Average FundRead Desk		0.33%	0.60%	−4.3%	new	new	new	new	[…]	$199M

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

Both

5Y2 funds

#			Trend
1	BVUG	Vanguard Morningstar Growth ETFRead Desk		0.03%	0.43%	−5.5%	+0.5%	−0.6%	+22.8%	+9.9%	−15.1%	$232.9B
2	AWAMA	WisdomTree US Adaptive Moving Average FundRead Desk		0.33%	0.60%	−4.3%	new	new	new	new	[…]	$199M

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

Cards for this view

WAMA vs VUG

WAMA

WisdomTree US Adaptive Moving Average Fund

[…]

VUG

Vanguard Morningstar Growth

$16,052

MeasureWAMAVUG

Fee0.33%0.03%

Cost on $10k a year$33$3

Yield0.60%0.43%

5 years, per year[…]+9.9%

3 years, per year[…]+22.8%

Worst drop · 1Y[…]−15.1%

Volatility · 1Y[…]19.0%

1–1measures won
level

56.6%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+0.5%

SCHGSchwab

+0.9%

+0.5%Year to date+0.9%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$62.5B

1–1level

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

Overlap: WAMA, VUG

Today

56.6%most shared, WAMA and VUG

WAMAVUG

WAMA—56.6%

VUG56.6%—

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

Income After Fees on $10,000

$40most kept, VUG

VUG$43 − $3 = $40

WAMA$60 − $33 = $27

KeptFee

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