Compare · 2 funds side by side · dividends reinvested

WBIL and VIG

WBILWBI Shares×VIGVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,005VIG · best of the two

02 / 04

WBIL and VIG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.44%+16.4%+18.9%+20.6%+11.2%−7.9%10.2%$109B1.0

WBI BullBear Quality 3000 ETFUS Stock Styles · Factor1.65%0.04%+12.3%+10.9%+11.8%+5.5%−9.9%15.2%$29M2.0

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

End-of-day Nov 4, 2026 · returns include dividends · since: WBIL 2014 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

WBI BullBear Quality 3000 ETF · $29M$13,063

WBIL

VIG

Vanguard Dividend Appreciation ETF · $109B$17,005

$10,000 five years ago, dividends reinvested · they hold 16.5% in common

WBILMeasureVIG

+12.3%Year to dateJan 1 → Nov 4+16.4%

+10.9%1 yearTotal return+18.9%

+11.8%3 years · per year$10,000 became $13,959 · $17,533+20.6%

+5.5%5 years · per year$10,000 became $13,063 · $17,005+11.2%

1.65%Expense ratio$165 · $4 a year on $10k · lower is better0.04%

0.04%Trailing 12-mo yield$4 · $144 a year on $10k1.44%

−9.9%Worst dropSmaller is better−7.9%

15.2%VolatilityLower is calmer10.2%

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

0–8VIG wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

WBIL vs VIG: Top 5 Holdings

Today

WBIL

12.5%in top 5

VIG

in top 522.1%

WBILStockVIG

not top 5MSFT4.9%

not top 5AAPL4.9%

not top 5AVGO4.3%

not top 5LLY4.1%

not top 5JPM3.9%

2.6%GTLBnot top 5

2.6%ZSnot top 5

2.5%VEEVnot top 5

2.5%AMGNnot top 5

2.3%TEAMnot top 5

Held in common16.5%

End-of-day Nov 4, 2026 · share of each fund

WBIL vs VIG Returns, Every Period

WBI SharesWBIL

+5.5%

5 years, per year

VIGVanguard

+11.2%

5 years, per year

WBILVIGFaded: behind in that period

0–4VIG wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

Stocks vs Income: WBIL vs VIG

YTD

WBI SharesWBIL

+12.3%

VIGVanguard

+16.4%

+12.3%Year to date+16.4%

−9.9%Worst drop · 1Y−7.9%

15.2%Volatility · 1Y10.2%

0.0%Yield1.4%

$29.0MAssets$109B

4–0VIG wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: WBIL, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

WBIL1.65%$165

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: WBIL, VIG

1.44%highest, VIG

FundTrailing yieldYield$10k

VIG1.44%$144

WBIL0.04%$4

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$140most kept, VIG

VIG$144 − $4 = $140

WBIL$4 − $165 = −$161

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: WBIL, VIG

Today

16.5%most shared, WBIL and VIG

WBILVIG

WBIL—16.5%

VIG16.5%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+18.9%VIG, at 10.2% volatility

VIGWorst drop−7.9%10.2% vol

WBILWorst drop−9.9%15.2% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

VIGWBIL

+16.4%Year to date+12.3%

1.4%Yield0.0%

+18.9%Past year+10.9%

0.04%Fee1.65%

4–0VIG wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

DGRO vs VIG

YTD

iSharesDGRO

+20.6%

VIGVanguard

+16.4%

+20.6%Year to date+16.4%

1.8%Yield1.4%

$45.1BAssets$109B

2–0DGRO wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026