WBIL vs SPY

AWBIL

BSPY

Measures won0–6SPY wins · of 6 · 5Y

$10,000 · 5Y$18,060SPY · WBIL $13,063

Lowest cost0.09%SPY · $9 on $10k

Most income0.99%SPY · $99 on $10k

Smallest drop−8.9%SPY · worst fall in 1Y

Held in common11.7%WBIL and SPY

WBIL

SPY

WBI BullBear Quality 3000 ETF · $29MState Street SPDR S&P 500 ETF · $805B

+11.8%3 years · per year$13,959 · $19,132+24.1%

+5.5%5 years · per year$13,063 · $18,060+12.6%

1.65%Expense ratio$165 · $9 on $10k · lower wins0.09%

0.04%12-mo yield$4 · $99 on $10k0.99%

−9.9%Worst dropSmaller wins−8.9%

15.2%VolatilityLower wins12.9%

0–6SPY wins

$10,000 · 5 yearsOne scale

Shared top holdingsWBIL · SPY

2.3%LLY1.7%

2.2%BRK-B1.6%

2.3%V1.1%

2.1%COST0.7%

Held in common11.7%

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	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	0.99%	+1.7%	+13.3%	+13.4%	+24.1%	+12.6%	−8.9%	$804.8B
2	AWBIL	WBI BullBear Quality 3000 ETFRead Desk		1.65%	0.04%	+1.0%	+12.3%	+10.9%	+11.8%	+5.5%	−9.9%	$29M

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	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	0.99%	+1.7%	+13.3%	+13.4%	+24.1%	+12.6%	−8.9%	$804.8B
2	AWBIL	WBI BullBear Quality 3000 ETFRead Desk		1.65%	0.04%	+1.0%	+12.3%	+10.9%	+11.8%	+5.5%	−9.9%	$29M

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

WBIL vs SPY

WBIL

WBI BullBear Quality 3000

$13,063

SPY

SPDR S&P 500

$18,060

MeasureWBILSPY

Fee1.65%0.09%

Cost on $10k a year$165$9

Yield0.04%0.99%

5 years, per year+5.5%+12.6%

3 years, per year+11.8%+24.1%

Worst drop · 1Y−9.9%−8.9%

Volatility · 1Y15.2%12.9%

6–0measures won
SPY first

11.7%

holdings shared

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

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM 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: WBIL, SPY

Today

11.7%most shared, WBIL and SPY

WBILSPY

WBIL—11.7%

SPY11.7%—

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

Income After Fees on $10,000

$90most kept, SPY

SPY$99 − $9 = $90

WBIL$4 − $165 = −$161

KeptFee

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