WTLS vs SCHD

AWTLS

BSCHD

Measures won0–2SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,428SCHD · IJH $13,971

Lowest cost0.05%IJH · $5 on $10k

Most income2.94%SCHD · $294 on $10k

Smallest drop−6.9%SCHD · worst fall in 1Y

Held in common0.0%WTLS and SCHD

WisdomTree Efficient Long/Short U.S. Equity Fund · $16MSchwab U.S. Dividend Equity ETF · $123B

[…]3 years · per year[…] · $17,062+19.5%

[…]5 years · per year[…] · $16,428+10.4%

0.89%Expense ratio$89 · $6 on $10k · lower wins0.06%

0.00%12-mo yield$0 · $294 on $10k2.94%

Cards for this view

WTLS

WisdomTree Efficient Long/Short U.S. Equity Fund

[…]

SCHD

Schwab U.S. Dividend Equity

$16,428

MeasureWTLSSCHD

Fee0.89%0.06%

Cost on $10k a year$89$6

Yield0.00%2.94%

5 years, per year[…]+10.4%

3 years, per year[…]+19.5%

Worst drop · 1Y[…]−6.9%

Volatility · 1Y[…]11.8%

#
1	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.94%	+1.0%	+33.8%	+38.8%	+19.5%	+10.4%	−6.9%	$122.7B
2	IJH	iShares Core S&P Mid-Cap ETFRead Desk	0.05%	1.22%	−0.1%	+13.2%	+15.7%	+16.0%	+6.9%	−8.8%	$124.5B
3	AWTLS	WisdomTree Efficient Long/Short U.S. Equity FundRead Desk	0.89%	0.00%	−0.3%	new	new	new	new	[…]	$16M

#
1	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.94%	+1.0%	+33.8%	+38.8%	+19.5%	+10.4%	−6.9%	$122.7B
2	IJH	iShares Core S&P Mid-Cap ETFRead Desk	0.05%	1.22%	−0.1%	+13.2%	+15.7%	+16.0%	+6.9%	−8.8%	$124.5B
3	AWTLS	WisdomTree Efficient Long/Short U.S. Equity FundRead Desk	0.89%	0.00%	−0.3%	new	new	new	new	[…]	$16M

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