Compare · 3 funds side by side · dividends reinvested

WBIF, SCHD and VIG

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,267SCHD · best of the three

02 / 04

WBIF, SCHD and VIG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%3.00%+31.4%+37.0%+20.0%+10.2%−6.9%11.7%$120B1.3

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.50%+12.1%+14.3%+18.6%+10.2%−7.9%10.8%$109B2.0

WBI BullBear Value 3000 ETFUS Stock Styles · Value1.64%0.00%+14.3%+13.3%+11.4%+3.8%−7.0%12.5%$23M2.8

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 6, 2026 · returns include dividends · since: WBIF 2014 · SCHD 2011 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

WBI BullBear Value 3000 ETF · $23M$12,067

WBIF

SCHD

Schwab U.S. Dividend Equity ETF · $120B$16,267

$10,000 five years ago, dividends reinvested · they hold 7.5% in common

WBIFMeasureSCHD

+14.3%Year to dateJan 1 → Nov 6+31.4%

+13.3%1 yearTotal return+37.0%

+11.4%3 years · per year$10,000 became $13,837 · $17,266+20.0%

+3.8%5 years · per year$10,000 became $12,067 · $16,267+10.2%

1.64%Expense ratio$164 · $6 a year on $10k · lower is better0.06%

0.00%Trailing 12-mo yield$0 · $300 a year on $10k3.00%

−7.0%Worst dropSmaller is better−6.9%

12.5%VolatilityLower is calmer11.7%

WBIFSCHD Winner of the row, in its colourEach row: the bigger of the two fills its side

0–8SCHD wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

WBIF vs SCHD: Top 5 Holdings

Today

WBIF

13.1%in top 5

SCHD

in top 521.4%

WBIFStockSCHD

not top 5PG4.5%

not top 5HD4.3%

not top 5TXN4.3%

not top 5KO4.3%

not top 5AMGN4.1%

2.8%TWnot top 5

2.8%BLLnot top 5

2.6%PEGAnot top 5

2.5%HPQnot top 5

2.4%ROSTnot top 5

Held in common7.5%

End-of-day Nov 6, 2026 · share of each fund

WBIF vs SCHD Returns, Every Period

WBI SharesWBIF

+3.8%

5 years, per year

SCHDSchwab

+10.2%

5 years, per year

WBIFSCHDFaded: behind in that period

0–4SCHD wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

Stocks vs Income: WBIF vs SCHD

YTD

WBI SharesWBIF

+14.3%

SCHDSchwab

+31.4%

+14.3%Year to date+31.4%

−7.0%Worst drop · 1Y−6.9%

12.5%Volatility · 1Y11.7%

0.0%Yield3.0%

$22.8MAssets$120B

4–0SCHD wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: WBIF, SCHD, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

SCHD0.06%$6

WBIF1.64%$164

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: WBIF, SCHD, VIG

3.00%highest, SCHD

FundTrailing yieldYield$10k

SCHD3.00%$300

VIG1.50%$150

WBIF0.00%$0

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$294most kept, SCHD

SCHD$300 − $6 = $294

VIG$150 − $4 = $146

WBIF$0 − $164 = −$164

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: WBIF, SCHD, VIG

Today

14.5%most shared, SCHD and VIG

WBIFSCHDVIG

WBIF—7.5%9.9%

SCHD7.5%—14.5%

VIG9.9%14.5%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+37.0%SCHD, at 11.7% volatility

VIGWorst drop−7.9%10.8% vol

SCHDWorst drop−6.9%11.7% vol

WBIFWorst drop−7.0%12.5% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

SCHDWBIF

+31.4%Year to date+14.3%

3.0%Yield0.0%

+37.0%Past year+13.3%

0.06%Fee1.64%

4–0SCHD wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

DGRO vs VIG

YTD

iSharesDGRO

+16.6%

VIGVanguard

+12.1%

+16.6%Year to date+12.1%

1.9%Yield1.5%

$44.7BAssets$109B

2–0DGRO wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026