WTLS vs SCHB

AWTLS

BSCHB

Measures won0–2SCHB wins · of 6 · 5Y

$10,000 · 5Y$16,705SCHB · VUG $16,565

Lowest cost0.03%SCHB · $3 on $10k

Most income1.06%SCHB · $106 on $10k

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

Held in common0.0%WTLS and SCHB

WTLS

SCHB

WisdomTree Efficient Long/Short U.S. Equity Fund · $16MSchwab U.S. Broad Market ETF · $43.2B

[…]3 years · per year[…] · $18,080+21.8%

[…]5 years · per year[…] · $16,705+10.8%

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

0.00%12-mo yield$0 · $106 on $10k1.06%

[…]Worst dropSmaller wins−8.9%

[…]VolatilityLower wins14.0%

0–2SCHB wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsWTLS · SCHB

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

Held in common0.0%

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 Four

5Y4 funds

#
1	BSCHB	Schwab U.S. Broad Market ETFRead Desk	0.03%	1.06%	+2.5%	+11.5%	+13.7%	+21.8%	+10.8%	−8.9%	$43.2B
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+2.8%	+4.2%	+4.7%	+22.9%	+10.6%	−15.1%	$232.9B
3	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.38%	+2.9%	−2.5%	−2.2%	+19.8%	+9.7%	−14.6%	$114.6B
4	AWTLS	WisdomTree Efficient Long/Short U.S. Equity FundRead Desk	0.89%	0.00%	+2.7%	new	new	new	new	[…]	$16M

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

All Four

5Y4 funds

#
1	BSCHB	Schwab U.S. Broad Market ETFRead Desk	0.03%	1.06%	+2.5%	+11.5%	+13.7%	+21.8%	+10.8%	−8.9%	$43.2B
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+2.8%	+4.2%	+4.7%	+22.9%	+10.6%	−15.1%	$232.9B
3	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.38%	+2.9%	−2.5%	−2.2%	+19.8%	+9.7%	−14.6%	$114.6B
4	AWTLS	WisdomTree Efficient Long/Short U.S. Equity FundRead Desk	0.89%	0.00%	+2.7%	new	new	new	new	[…]	$16M

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

WTLS vs SCHB

WTLS

WisdomTree Efficient Long/Short U.S. Equity Fund

[…]

SCHB

Schwab U.S. Broad Market

$16,705

MeasureWTLSSCHB

Fee0.89%0.03%

Cost on $10k a year$89$3

Yield0.00%1.06%

5 years, per year[…]+10.8%

3 years, per year[…]+21.8%

Worst drop · 1Y[…]−8.9%

Volatility · 1Y[…]14.0%

2–0measures won
SCHB first

0.0%

holdings shared

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

VTI vs ITOT

YTD

VanguardVTI

+11.6%

ITOTiShares

+11.5%

+11.6%Year to date+11.5%

1.1%Yield1.0%

$689BAssets$93.2B

2–0VTI wins

End-of-day Nov 9, 2026

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

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

$233BAssets$59.7B

1–1level

End-of-day Nov 9, 2026

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

Overlap: WTLS, SCHB, IWF, VUG

Today

78.1%most shared, IWF and VUG

WTLSSCHBIWFVUG

WTLS—0.0%0.0%0.0%

SCHB0.0%—52.9%50.3%

IWF0.0%52.9%—78.1%

VUG0.0%50.3%78.1%—

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

Income After Fees on $10,000

$103most kept, SCHB

SCHB$106 − $3 = $103

VUG$41 − $3 = $38

IWF$38 − $18 = $20

WTLS$0 − $89 = −$89

KeptFee

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