WBIF vs VTV

AWBIF

BVTV

Measures won0–6VTV wins · of 6 · 5Y

$10,000 · 5Y$18,352VTV · WBIF $12,579

Lowest cost0.03%VTV · $3 on $10k

Most income1.80%VTV · $180 on $10k

Smallest drop−6.4%VTV · worst fall in 1Y

Held in common9.6%WBIF and VTV

WBIF

VTV

WBI BullBear Value 3000 ETF · $23MVanguard Morningstar Value ETF · $184B

+13.3%3 years · per year$14,529 · $18,551+22.9%

+4.7%5 years · per year$12,579 · $18,352+12.9%

1.64%Expense ratio$164 · $3 on $10k · lower wins0.03%

0.00%12-mo yield$0 · $180 on $10k1.80%

−7.0%Worst dropSmaller wins−6.4%

12.2%VolatilityLower wins10.2%

0–6VTV wins

$10,000 · 5 yearsOne scale

Shared top holdingsWBIF · VTV

1.6%XOM2.6%

1.6%CVX1.5%

1.6%AMGN0.9%

1.5%AXP0.6%

Held in common9.6%

End-of-day Nov 4, 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	BVTV	Vanguard Morningstar Value ETFRead Desk		0.03%	1.80%	+1.5%	+22.8%	+27.5%	+22.9%	+12.9%	−6.4%	$184.2B
2	AWBIF	WBI BullBear Value 3000 ETFRead Desk		1.64%	0.00%	+1.1%	+18.6%	+17.9%	+13.3%	+4.7%	−7.0%	$23M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BVTV	Vanguard Morningstar Value ETFRead Desk		0.03%	1.80%	+1.5%	+22.8%	+27.5%	+22.9%	+12.9%	−6.4%	$184.2B
2	AWBIF	WBI BullBear Value 3000 ETFRead Desk		1.64%	0.00%	+1.1%	+18.6%	+17.9%	+13.3%	+4.7%	−7.0%	$23M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

WBIF vs VTV

WBIF

WBI BullBear Value 3000

$12,579

VTV

Vanguard Morningstar Value

$18,352

MeasureWBIFVTV

Fee1.64%0.03%

Cost on $10k a year$164$3

Yield0.00%1.80%

5 years, per year+4.7%+12.9%

3 years, per year+13.3%+22.9%

Worst drop · 1Y−7.0%−6.4%

Volatility · 1Y12.2%10.2%

6–0measures won
VTV first

9.6%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

VTV vs SCHV

YTD

VanguardVTV

+22.8%

SCHVSchwab

+20.4%

+22.8%Year to date+20.4%

1.8%Yield1.8%

$184BAssets$15.9B

1–0VTV wins

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD 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%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

Overlap: WBIF, VTV

Today

9.6%most shared, WBIF and VTV

WBIFVTV

WBIF—9.6%

VTV9.6%—

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

Income After Fees on $10,000

$177most kept, VTV

VTV$180 − $3 = $177

WBIF$0 − $164 = −$164

KeptFee

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