WBIL vs SCHD

AWBIL

BSCHD

Measures won0–6SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,267SCHD · VIG $16,243

Lowest cost0.04%VIG · $4 on $10k

Most income3.00%SCHD · $300 on $10k

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

Held in common9.6%WBIL and SCHD

WBIL

SCHD

WBI BullBear Quality 3000 ETF · $29MSchwab U.S. Dividend Equity ETF · $120B

+9.4%3 years · per year$13,077 · $17,266+20.0%

+4.3%5 years · per year$12,319 · $16,267+10.2%

1.65%Expense ratio$165 · $6 on $10k · lower wins0.06%

0.04%12-mo yield$5 · $300 on $10k3.00%

−11.5%Worst dropSmaller wins−6.9%

15.8%VolatilityLower wins11.7%

0–6SCHD wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsWBIL · SCHD

2.6%AMGN4.1%

2.4%KO4.3%

2.1%ACN3.9%

1.7%QCOM3.6%

Held in common9.6%

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

All Three

5Y3 funds

#
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%	$120.5B
2	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.50%	−0.4%	+12.1%	+14.3%	+18.6%	+10.2%	−7.9%	$109.1B
3	AWBIL	WBI BullBear Quality 3000 ETFRead Desk	1.65%	0.04%	−1.1%	+6.3%	+5.6%	+9.4%	+4.3%	−11.5%	$29M

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

All Three

5Y3 funds

#
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%	$120.5B
2	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.50%	−0.4%	+12.1%	+14.3%	+18.6%	+10.2%	−7.9%	$109.1B
3	AWBIL	WBI BullBear Quality 3000 ETFRead Desk	1.65%	0.04%	−1.1%	+6.3%	+5.6%	+9.4%	+4.3%	−11.5%	$29M

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

WBIL vs SCHD

WBIL

WBI BullBear Quality 3000

$12,319

SCHD

Schwab U.S. Dividend Equity

$16,267

MeasureWBILSCHD

Fee1.65%0.06%

Cost on $10k a year$165$6

Yield0.04%3.00%

5 years, per year+4.3%+10.2%

3 years, per year+9.4%+20.0%

Worst drop · 1Y−11.5%−6.9%

Volatility · 1Y15.8%11.7%

6–0measures won
SCHD first

9.6%

holdings shared

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

DGRO vs VIG

YTD

iSharesDGRO

+16.6%

VIGVanguard

+12.1%

+16.6%Year to date+12.1%

1.9%Yield1.5%

$44.9BAssets$109B

2–0DGRO 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%

$42.6BAssets$46.8B

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%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: WBIL, SCHD, VIG

Today

16.5%most shared, WBIL and VIG

WBILSCHDVIG

WBIL—9.6%16.5%

SCHD9.6%—14.5%

VIG16.5%14.5%—

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

VIG$150 − $4 = $146

WBIL$5 − $165 = −$161

KeptFee

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