WBIF vs SCHD

AWBIF

BSCHD

Measures won0–6SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,267SCHD · WBIF $12,067

Lowest cost0.06%SCHD · $6 on $10k

Most income3.00%SCHD · $300 on $10k

Smallest drop−6.9%SCHD · worst fall in 1Y

Held in common7.5%WBIF and SCHD

WBIF

SCHD

WBI BullBear Value 3000 ETF · $23MSchwab U.S. Dividend Equity ETF · $120B

+11.4%3 years · per year$13,837 · $17,266+20.0%

+3.8%5 years · per year$12,067 · $16,267+10.2%

1.64%Expense ratio$164 · $6 on $10k · lower wins0.06%

0.00%12-mo yield$0 · $300 on $10k3.00%

−7.0%Worst dropSmaller wins−6.9%

12.5%VolatilityLower wins11.7%

0–6SCHD wins

$10,000 · 5 yearsOne scale

Shared top holdingsWBIF · SCHD

1.7%ADP2.9%

1.6%AMGN4.1%

1.5%ACN3.9%

1.5%CVX4.0%

Held in common7.5%

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	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk		0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$119.9B
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	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk		0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$119.9B
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 SCHD

WBIF

WBI BullBear Value 3000

$12,067

SCHD

Schwab U.S. Dividend Equity

$16,267

MeasureWBIFSCHD

Fee1.64%0.06%

Cost on $10k a year$164$6

Yield0.00%3.00%

5 years, per year+3.8%+10.2%

3 years, per year+11.4%+20.0%

Worst drop · 1Y−7.0%−6.9%

Volatility · 1Y12.5%11.7%

6–0measures won
SCHD first

7.5%

holdings shared

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

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

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: WBIF, SCHD

Today

7.5%most shared, WBIF and SCHD

WBIFSCHD

WBIF—7.5%

SCHD7.5%—

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

Income After Fees on $10,000

$294most kept, SCHD

SCHD$300 − $6 = $294

WBIF$0 − $164 = −$164

KeptFee

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