Compare · 3 funds side by side · dividends reinvested

WBIL, SRHQ and VUG

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,565VUG · best of the three

02 / 04

WBIL, SRHQ and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

SRH U.S. Quality GARP ETFUS Stock Styles · Factor0.35%0.68%+29.1%+33.3%+22.4%[…]−7.5%14.9%$228M1.3

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+4.2%+4.7%+22.9%+10.6%−15.1%19.1%$233B2.1

WBI BullBear Quality 3000 ETFUS Stock Styles · Factor1.65%0.04%+7.5%+7.8%+9.4%+4.5%−11.5%15.8%$28M2.4

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

End-of-day Nov 9, 2026 · returns include dividends · since: WBIL 2014 · SRHQ 2022 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

WBI BullBear Quality 3000 ETF · $28M$12,434

WBIL

SRHQ

SRH U.S. Quality GARP ETF · $228M[…]

$10,000 five years ago, dividends reinvested · they hold 12.6% in common

WBILMeasureSRHQ

+7.5%Year to dateJan 1 → Nov 9+29.1%

+7.8%1 yearTotal return+33.3%

+9.4%3 years · per year$10,000 became $13,109 · $18,327+22.4%

+4.5%5 years · per year$10,000 became $12,434 · […][…]

1.65%Expense ratio$165 · $35 a year on $10k · lower is better0.35%

0.04%Trailing 12-mo yield$4 · $68 a year on $10k0.68%

−11.5%Worst dropSmaller is better−7.5%

15.8%VolatilityLower is calmer14.9%

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

0–7SRHQ wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

WBIL vs SRHQ: Top 5 Holdings

Today

WBIL

12.6%in top 5

SRHQ

in top 511.4%

WBILStockSRHQ

not top 5HUM2.7%

2.6%VEEVnot top 5

2.6%AMGNnot top 5

2.5%GTLBnot top 5

2.5%CBOEnot top 5

2.4%CMEnot top 5

not top 5QLYS2.3%

not top 5CNC2.3%

not top 5CVLT2.2%

not top 5NSP2.0%

Held in common12.6%

End-of-day Nov 9, 2026 · share of each fund

WBIL vs SRHQ Returns, Every Period

WBI SharesWBIL

+7.8%

past year

SRHQSRH

+33.3%

past year

WBILSRHQFaded: behind in that period

0–3SRHQ wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

WBIL vs SRHQ

YTD

WBI SharesWBIL

+7.5%

SRHQSRH

+29.1%

+7.5%Year to date+29.1%

−11.5%Worst drop · 1Y−7.5%

15.8%Volatility · 1Y14.9%

0.0%Yield0.7%

$27.6MAssets$228M

4–0SRHQ wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: WBIL, SRHQ, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

SRHQ0.35%$35

WBIL1.65%$165

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: WBIL, SRHQ, VUG

0.68%highest, SRHQ

FundTrailing yieldYield$10k

SRHQ0.68%$68

VUG0.41%$41

WBIL0.04%$4

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$38most kept, VUG

VUG$41 − $3 = $38

SRHQ$68 − $35 = $33

WBIL$4 − $165 = −$161

KeptFee

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

Overlap: WBIL, SRHQ, VUG

Today

12.6%most shared, WBIL and SRHQ

WBILSRHQVUG

WBIL—12.6%6.4%

SRHQ12.6%—0.2%

VUG6.4%0.2%—

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

Return vs Bumpiness: 3 ETFs

+33.3%SRHQ, at 14.9% volatility

SRHQWorst drop−7.5%14.9% vol

WBILWorst drop−11.5%15.8% vol

VUGWorst drop−15.1%19.1% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

SRHQWBIL

+29.1%Year to date+7.5%

0.7%Yield0.0%

+33.3%Past year+7.8%

0.35%Fee1.65%

4–0SRHQ wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

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$61.4B

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%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026