WDIG vs IALT

AWDIG

BIALT

Measures won1–1level · of 6 · 5Y

$10,000 · 5Y[…]no history on file

Lowest cost0.31%TCAF · $31 on $10k

Most income0.44%TCAF · $44 on $10k

Smallest drop−10.8%TCAF · worst fall in 1Y

Held in common0.6%WDIG and IALT

WDIG

IALT

WisdomTree Trust - WisdomTree Efficient Rare Earth Plus Strategic Metals Fund · $3MiShares Systematic Alternatives Active ETF · $7.8B

[…]3 years · per year[…]

[…]5 years · per year[…]

0.55%Expense ratio$55 · $99 on $10k · lower wins0.99%

0.36%12-mo yield$36 · $39 on $10k0.39%

[…]Worst dropSmaller wins[…]

[…]VolatilityLower wins[…]

1–1Level

$10,000 · 5 yearsAll three, one scale

No price history on file for these funds yet […]

Shared top holdingsWDIG · IALT

1.3%ALB0.1%

1.0%5713.T0.1%

0.8%HL0.1%

0.8%CRS0.1%

Held in common0.6%

End-of-day Nov 9, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#									5Y/yr
1	AWDIG	WisdomTree Trust - WisdomTree Efficient Rare Earth Plus Strategic Metals FundRead Desk	0.55%	0.36%	+6.4%	new	new	new	new	[…]	$3M
2	BIALT	iShares Systematic Alternatives Active ETFRead Desk	0.99%	0.39%	+0.8%	+14.7%	new	new	new	[…]	$7.8B
3	TCAF	T. Rowe Capital Appreciation Equity ETFRead Desk	0.31%	0.44%	+2.2%	+13.1%	+14.3%	+20.4%	new	−10.8%	$7.9B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#									5Y/yr
1	AWDIG	WisdomTree Trust - WisdomTree Efficient Rare Earth Plus Strategic Metals FundRead Desk	0.55%	0.36%	+6.4%	new	new	new	new	[…]	$3M
2	BIALT	iShares Systematic Alternatives Active ETFRead Desk	0.99%	0.39%	+0.8%	+14.7%	new	new	new	[…]	$7.8B
3	TCAF	T. Rowe Capital Appreciation Equity ETFRead Desk	0.31%	0.44%	+2.2%	+13.1%	+14.3%	+20.4%	new	−10.8%	$7.9B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

WDIG vs IALT

WDIG

WisdomTree Trust - WisdomTree Efficient Rare Earth Plus Strategic Metals Fund

[…]

IALT

iShares Systematic Alternatives Active

[…]

MeasureWDIGIALT

Fee0.55%0.99%

Cost on $10k a year$55$99

Yield0.36%0.39%

5 years, per year[…][…]

3 years, per year[…][…]

Worst drop · 1Y[…][…]

Volatility · 1Y[…][…]

1–0measures won
WDIG first

0.6%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

Overlap: WDIG, IALT, TCAF

Today

1.8%most shared, IALT and TCAF

WDIGIALTTCAF

WDIG—0.6%0.0%

IALT0.6%—1.8%

TCAF0.0%1.8%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$13most kept, TCAF

TCAF$44 − $31 = $13

WDIG$36 − $55 = −$19

IALT$39 − $99 = −$60

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee