WBIF vs IWD

AWBIF

BIWD

Measures won0–6IWD wins · of 6 · 5Y

$10,000 · 5Y$17,201IWD · WBIF $12,067

Lowest cost0.18%IWD · $18 on $10k

Most income1.37%IWD · $137 on $10k

Smallest drop−6.8%IWD · worst fall in 1Y

Held in common6.7%WBIF and IWD

WBIF

IWD

WBI BullBear Value 3000 ETF · $23MiShares Russell 1000 Value ETF · $82.9B

+11.4%3 years · per year$13,837 · $18,455+22.7%

+3.8%5 years · per year$12,067 · $17,201+11.5%

1.64%Expense ratio$164 · $18 on $10k · lower wins0.18%

0.00%12-mo yield$0 · $137 on $10k1.37%

−7.0%Worst dropSmaller wins−6.8%

12.5%VolatilityLower wins11.6%

0–6IWD wins

$10,000 · 5 yearsOne scale

Shared top holdingsWBIF · IWD

1.5%XOM1.8%

1.5%CVX1.0%

1.5%ACN0.4%

2.2%COF0.3%

Held in common6.7%

End-of-day Nov 6, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend
1	BIWD	iShares Russell 1000 Value ETFRead Desk		0.18%	1.37%	−0.4%	+23.7%	+28.0%	+22.7%	+11.5%	−6.8%	$82.9B
2	AWBIF	WBI BullBear Value 3000 ETFRead Desk		1.64%	0.00%	−1.1%	+14.3%	+13.3%	+11.4%	+3.8%	−7.0%	$23M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BIWD	iShares Russell 1000 Value ETFRead Desk		0.18%	1.37%	−0.4%	+23.7%	+28.0%	+22.7%	+11.5%	−6.8%	$82.9B
2	AWBIF	WBI BullBear Value 3000 ETFRead Desk		1.64%	0.00%	−1.1%	+14.3%	+13.3%	+11.4%	+3.8%	−7.0%	$23M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

WBIF vs IWD

WBIF

WBI BullBear Value 3000

$12,067

IWD

iShares Russell 1000 Value

$17,201

MeasureWBIFIWD

Fee1.64%0.18%

Cost on $10k a year$164$18

Yield0.00%1.37%

5 years, per year+3.8%+11.5%

3 years, per year+11.4%+22.7%

Worst drop · 1Y−7.0%−6.8%

Volatility · 1Y12.5%11.6%

6–0measures won
IWD first

6.7%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

VTV vs SCHV

YTD

VanguardVTV

+18.5%

SCHVSchwab

+16.2%

+18.5%Year to date+16.2%

1.9%Yield1.8%

$184BAssets$15.4B

2–0VTV wins

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

Overlap: WBIF, IWD

Today

6.7%most shared, WBIF and IWD

WBIFIWD

WBIF—6.7%

IWD6.7%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$119most kept, IWD

IWD$137 − $18 = $119

WBIF$0 − $164 = −$164

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee