WTLS vs SCHB

AWTLS

BSCHB

Measures won0–2SCHB wins · of 6 · 5Y

$10,000 · 5Y$16,686SCHB · IJH $13,928

Lowest cost0.03%SCHB · $3 on $10k

Most income1.21%IJH · $121 on $10k

Smallest drop−8.8%IJH · worst fall in 1Y

Held in common0.0%WTLS and SCHB

WisdomTree Efficient Long/Short U.S. Equity Fund · $16MSchwab U.S. Broad Market ETF · $44.1B

[…]3 years · per year[…] · $18,033+21.7%

[…]5 years · per year[…] · $16,686+10.8%

0.89%Expense ratio$89 · $3 on $10k · lower wins0.03%

0.00%12-mo yield$0 · $105 on $10k1.05%

Cards for this view

WTLS

WisdomTree Efficient Long/Short U.S. Equity Fund

[…]

SCHB

Schwab U.S. Broad Market

$16,686

MeasureWTLSSCHB

Fee0.89%0.03%

Cost on $10k a year$89$3

Yield0.00%1.05%

5 years, per year[…]+10.8%

3 years, per year[…]+21.7%

Worst drop · 1Y[…]−8.9%

Volatility · 1Y[…]14.0%

#
1	BSCHB	Schwab U.S. Broad Market ETFRead Desk	0.03%	1.05%	+1.2%	+12.4%	+12.8%	+21.7%	+10.8%	−8.9%	$44.1B
2	IJH	iShares Core S&P Mid-Cap ETFRead Desk	0.05%	1.21%	+0.8%	+14.2%	+15.9%	+16.7%	+6.9%	−8.8%	$124.5B
3	AWTLS	WisdomTree Efficient Long/Short U.S. Equity FundRead Desk	0.89%	0.00%	+2.1%	new	new	new	new	[…]	$16M

#
1	BSCHB	Schwab U.S. Broad Market ETFRead Desk	0.03%	1.05%	+1.2%	+12.4%	+12.8%	+21.7%	+10.8%	−8.9%	$44.1B
2	IJH	iShares Core S&P Mid-Cap ETFRead Desk	0.05%	1.21%	+0.8%	+14.2%	+15.9%	+16.7%	+6.9%	−8.8%	$124.5B
3	AWTLS	WisdomTree Efficient Long/Short U.S. Equity FundRead Desk	0.89%	0.00%	+2.1%	new	new	new	new	[…]	$16M

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