WTLS vs IWB

AWTLS

BIWB

Measures won0–2IWB wins · of 6 · 5Y

$10,000 · 5Y$17,090IWB · VUG $16,902

Lowest cost0.03%VUG · $3 on $10k

Most income0.92%IWB · $92 on $10k

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

Held in common0.0%WTLS and IWB

WTLS

IWB

WisdomTree Efficient Long/Short U.S. Equity Fund · $20MiShares Russell 1000 ETF · $47.8B

[…]3 years · per year[…] · $18,957+23.8%

[…]5 years · per year[…] · $17,090+11.3%

0.88%Expense ratio$88 · $15 on $10k · lower wins0.15%

0.00%12-mo yield$0 · $92 on $10k0.92%

[…]Worst dropSmaller wins−8.9%

[…]VolatilityLower wins12.8%

0–2IWB wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsWTLS · IWB

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

End-of-day Nov 3, 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

#
1	BIWB	iShares Russell 1000 ETFRead Desk	0.15%	0.92%	+0.3%	+11.3%	+11.6%	+23.8%	+11.3%	−8.9%	$47.8B
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+1.0%	+4.7%	+2.5%	+25.3%	+11.1%	−16.1%	$232.9B
3	AWTLS	WisdomTree Efficient Long/Short U.S. Equity FundRead Desk	0.88%	0.00%	−0.4%	new	new	new	new	[…]	$20M

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

All Three

5Y3 funds

#
1	BIWB	iShares Russell 1000 ETFRead Desk	0.15%	0.92%	+0.3%	+11.3%	+11.6%	+23.8%	+11.3%	−8.9%	$47.8B
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+1.0%	+4.7%	+2.5%	+25.3%	+11.1%	−16.1%	$232.9B
3	AWTLS	WisdomTree Efficient Long/Short U.S. Equity FundRead Desk	0.88%	0.00%	−0.4%	new	new	new	new	[…]	$20M

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

Cards for this view

WTLS vs IWB

WTLS

WisdomTree Efficient Long/Short U.S. Equity Fund

[…]

IWB

iShares Russell 1000

$17,090

MeasureWTLSIWB

Fee0.88%0.15%

Cost on $10k a year$88$15

Yield0.00%0.92%

5 years, per year[…]+11.3%

3 years, per year[…]+23.8%

Worst drop · 1Y[…]−8.9%

Volatility · 1Y[…]12.8%

2–0measures won
IWB first

0.0%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+4.7%

SCHGSchwab

+5.5%

+4.7%Year to date+5.5%

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

$233BAssets$61.1B

1–1level

End-of-day Nov 3, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

Overlap: WTLS, IWB, VUG

Today

52.0%most shared, IWB and VUG

WTLSIWBVUG

WTLS—0.0%0.0%

IWB0.0%—52.0%

VUG0.0%52.0%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$77most kept, IWB

IWB$92 − $15 = $77

VUG$41 − $3 = $38

WTLS$0 − $88 = −$88

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee