Compare · 2 funds side by side · dividends reinvested

WBIL and VUG

WBILWBI Shares×VUGVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,052VUG · best of the two

02 / 04

WBIL and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

WBI BullBear Quality 3000 ETFUS Stock Styles · Factor1.65%0.04%+7.5%+7.5%+10.1%+4.4%−10.5%15.8%$29M1.5

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.43%+0.5%−0.6%+22.8%+9.9%−15.1%19.0%$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 5, 2026 · returns include dividends · since: WBIL 2014 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

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

WBIL

VUG

Vanguard Morningstar Growth ETF · $233B$16,052

$10,000 five years ago, dividends reinvested · they hold 8.4% in common

WBILMeasureVUG

+7.5%Year to dateJan 1 → Nov 5+0.5%

+7.5%1 yearTotal return−0.6%

+10.1%3 years · per year$10,000 became $13,335 · $18,532+22.8%

+4.4%5 years · per year$10,000 became $12,389 · $16,052+9.9%

1.65%Expense ratio$165 · $3 a year on $10k · lower is better0.03%

0.04%Trailing 12-mo yield$4 · $43 a year on $10k0.43%

−10.5%Worst dropSmaller is better−15.1%

15.8%VolatilityLower is calmer19.0%

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

4–4Level

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 VUG: Top 5 Holdings

Today

WBIL

12.6%in top 5

VUG

in top 545.2%

WBILStockVUG

not top 5NVDA13.5%

not top 5AAPL12.5%

not top 5MSFT9.7%

not top 5GOOGL5.2%

not top 5AVGO4.3%

2.6%GTLBnot top 5

2.6%AMGNnot top 5

2.5%ZSnot top 5

2.5%VEEVnot top 5

2.4%WSMnot top 5

Held in common8.4%

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

WBIL vs VUG Returns, Every Period

WBI SharesWBIL

+4.4%

5 years, per year

VUGVanguard

+9.9%

5 years, per year

WBILVUGFaded: behind in that period

2–2Level

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

WBIL vs VUG

YTD

WBI SharesWBIL

+7.5%

VUGVanguard

+0.5%

+7.5%Year to date+0.5%

−10.5%Worst drop · 1Y−15.1%

15.8%Volatility · 1Y19.0%

0.0%Yield0.4%

$28.9MAssets$233B

3–1WBIL wins

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

Cost, Income and Risk

Fees: WBIL, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

WBIL1.65%$165

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

Yields: WBIL, VUG

0.43%highest, VUG

FundTrailing yieldYield$10k

VUG0.43%$43

WBIL0.04%$4

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

Income After Fees on $10,000

$40most kept, VUG

VUG$43 − $3 = $40

WBIL$4 − $165 = −$161

KeptFee

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

Overlap: WBIL, VUG

Today

8.4%most shared, WBIL and VUG

WBILVUG

WBIL—8.4%

VUG8.4%—

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

Return vs Bumpiness: 2 ETFs

+7.5%WBIL, at 15.8% volatility

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

VUGWBIL

+0.5%Year to date+7.5%

0.4%Yield0.0%

−0.6%Past year+7.5%

0.03%Fee1.65%

2–2level

End-of-day Nov 5, 2026

Popular Pairs Near These Two

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

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

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