Compare · 3 funds side by side · dividends reinvested

WBIL, SCHD and VUG

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,375SCHD · best of the three

02 / 04

WBIL, SCHD and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.98%+32.3%+38.7%+20.3%+10.4%−6.9%11.7%$123B1.3

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.43%+0.5%−0.6%+22.8%+9.9%−15.1%19.0%$233B2.3

WBI BullBear Quality 3000 ETFUS Stock Styles · Factor1.65%0.04%+7.5%+7.5%+10.1%+4.4%−10.5%15.8%$29M2.5

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

End-of-day Nov 5, 2026 · returns include dividends · since: WBIL 2014 · SCHD 2011 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

WBI BullBear Quality 3000 ETF · $29M$12,389

WBIL

SCHD

Schwab U.S. Dividend Equity ETF · $123B$16,375

$10,000 five years ago, dividends reinvested · they hold 9.6% in common

WBILMeasureSCHD

+7.5%Year to dateJan 1 → Nov 5+32.3%

+7.5%1 yearTotal return+38.7%

+10.1%3 years · per year$10,000 became $13,335 · $17,414+20.3%

+4.4%5 years · per year$10,000 became $12,389 · $16,375+10.4%

1.65%Expense ratio$165 · $6 a year on $10k · lower is better0.06%

0.04%Trailing 12-mo yield$4 · $298 a year on $10k2.98%

−10.5%Worst dropSmaller is better−6.9%

15.8%VolatilityLower is calmer11.7%

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

0–8SCHD wins

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

More Ways to See the Pairs

WBIL vs SCHD: Top 5 Holdings

Today

WBIL

12.6%in top 5

SCHD

in top 521.7%

WBILStockSCHD

not top 5TXN4.7%

not top 5PG4.4%

not top 5HD4.3%

not top 5KO4.2%

2.6%AMGN4.2%

2.6%GTLBnot top 5

2.5%ZSnot top 5

2.5%VEEVnot top 5

2.4%WSMnot top 5

Held in common9.6%

End-of-day Nov 5, 2026 · share of each fund

WBIL vs SCHD Returns, Every Period

WBI SharesWBIL

+4.4%

5 years, per year

SCHDSchwab

+10.4%

5 years, per year

WBILSCHDFaded: behind in that period

0–4SCHD wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

Stocks vs Income: WBIL vs SCHD

YTD

WBI SharesWBIL

+7.5%

SCHDSchwab

+32.3%

+7.5%Year to date+32.3%

−10.5%Worst drop · 1Y−6.9%

15.8%Volatility · 1Y11.7%

0.0%Yield3.0%

$28.9MAssets$123B

4–0SCHD wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: WBIL, SCHD, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

SCHD0.06%$6

WBIL1.65%$165

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: WBIL, SCHD, VUG

2.98%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.98%$298

VUG0.43%$43

WBIL0.04%$4

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$292most kept, SCHD

SCHD$298 − $6 = $292

VUG$43 − $3 = $40

WBIL$4 − $165 = −$161

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: WBIL, SCHD, VUG

Today

9.6%most shared, WBIL and SCHD

WBILSCHDVUG

WBIL—9.6%8.4%

SCHD9.6%—0.8%

VUG8.4%0.8%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+38.7%SCHD, at 11.7% volatility

SCHDWorst drop−6.9%11.7% vol

WBILWorst drop−10.5%15.8% vol

VUGWorst drop−15.1%19.0% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

SCHDWBIL

+32.3%Year to date+7.5%

3.0%Yield0.0%

+38.7%Past year+7.5%

0.06%Fee1.65%

4–0SCHD wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

VUG vs SCHG

YTD

VanguardVUG

+0.5%

SCHGSchwab

+0.9%

+0.5%Year to date+0.9%

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

$233BAssets$62.5B

1–1level

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026