Compare · 2 funds side by side · dividends reinvested

WBIF and VUG

WBIFWBI Shares×VUGVanguard×

Versus in desk

02 / 04

IWD+0.4%

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Portfolio

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,557VUG · best of the two

Story of the two · IncomeMost incomeVUG · 0.41% · $41 a year on $10k

Story of the two · RiskSmallest drop

WBIF and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

WBI Fundamental Factors Hedged ETFUS Stock Styles · Large cap1.64%0.00%+15.9%+14.6%+11.5%+3.8%−7.0%12.5%$23M1.5

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+5.1%+3.6%+22.6%+10.6%−15.1%19.1%$233B1.5

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 11, 2026 · returns include dividends · since: WBIF 2014 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

5Y

WBI Fundamental Factors Hedged ETF · $23M$12,045

WBIF

VUG

Vanguard Morningstar Growth ETF · $233B$16,557

$10,000 five years ago, dividends reinvested · they hold 3.1% in common

WBIFMeasureVUG

+15.9%

More Ways to See the Pairs

WBIF vs VUG: Top 5 Holdings

Today

WBIF

12.9%in top 5

VUG

in top 545.2%

WBIFStockVUG

not top 5NVDA13.5%

not top 5AAPL12.5%

not top 5MSFT9.7%

not top 5GOOGL5.2%

not top 5AVGO

Cost, Income and Risk

Fees: WBIF, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

WBIF1.64%$164

End-of-day Nov 11, 2026 · fee on $10,000 a year

Yields: WBIF, VUG

1Y

0.41%highest, VUG

FundTrailing yieldYield

Popular Pairs Near These Two

VUG vs SCHG

YTD

VanguardVUG

+5.1%

SCHGSchwab

+5.9%

+5.1%Year to date+5.9%

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

$233BAssets$61.0B

1–1level

End-of-day Nov 11, 2026

SCHD vs VIG

YTD

SchwabSCHD

+34.6%

VIGVanguard

+16.0%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.1%

JEPIJ.P. Morgan

+8.6%

Year to dateJan 1 → Nov 11

+5.1%

+14.6%1 yearTotal return+3.6%

+11.5%3 years · per year$10,000 became $13,844 · $18,430+22.6%

+3.8%5 years · per year$10,000 became $12,045 · $16,557+10.6%

1.64%Expense ratio$164 · $3 a year on $10k · lower is better0.03%

0.00%Trailing 12-mo yield$0 · $41 a year on $10k0.41%

−7.0%Worst dropSmaller is better−15.1%

12.5%VolatilityLower is calmer19.1%

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

4–4Level

End-of-day Nov 11, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

4.3%

2.8%TWnot top 5

2.8%BLLnot top 5

2.5%ROSTnot top 5

2.5%PEGAnot top 5

2.4%HPQnot top 5

Held in common3.1%

End-of-day Nov 11, 2026 · share of each fund

WBIF vs VUG Returns, Every Period

5Y

WBI SharesWBIF

+3.8%

5 years, per year

VUGVanguard

+10.6%

5 years, per year

WBIFVUGFaded: behind in that period

2–2Level

End-of-day Nov 11, 2026 · dividends in · faded = behind in that period

WBIF vs VUG

YTD

WBI SharesWBIF

+15.9%

VUGVanguard

+5.1%

+15.9%Year to date+5.1%

−7.0%Worst drop · 1Y−15.1%

12.5%Volatility · 1Y19.1%

0.0%Yield0.4%

$22.8MAssets$233B

3–1WBIF wins

End-of-day Nov 11, 2026 · smaller drop and lower volatility win

$10k

VUG0.41%$41

WBIF0.00%$0

End-of-day Nov 11, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$38most kept, VUG

VUG$41 − $3 = $38

WBIF$0 − $164 = −$164

KeptFee

End-of-day Nov 11, 2026 · yield in dollars minus the fee

Overlap: WBIF, VUG

Today

3.1%most shared, WBIF and VUG

WBIFVUG

WBIF—3.1%

VUG3.1%—

End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

1Y

+14.6%WBIF, at 12.5% volatility

WBIFWorst drop−7.0%12.5% vol

VUGWorst drop−15.1%19.1% vol

End-of-day Nov 11, 2026 · up and left is better

Paid More vs Made More

YTD

VUGWBIF

+5.1%Year to date+15.9%

0.4%Yield0.0%

+3.6%Past year+14.6%

0.03%Fee1.64%

2–2level

End-of-day Nov 11, 2026

+34.6%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 11, 2026

+8.1%Year to date+8.6%

12.2%Yield7.8%

$41.8BAssets$46.8B

1–1level

End-of-day Nov 11, 2026

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WBIF and VUG

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Two