WBIL vs SRHQ

AWBIL

BSRHQ

Measures won0–5SRHQ wins · of 6 · 5Y

$10,000 · 5Y$12,682WBIL

Lowest cost0.35%SRHQ · $35 on $10k

Most income0.69%SRHQ · $69 on $10k

Smallest drop−7.5%SRHQ · worst fall in 1Y

Held in common10.6%WBIL and SRHQ

WBIL

SRHQ

WBI BullBear Quality 3000 ETF · $29MSRH U.S. Quality GARP ETF · $224M

+11.6%3 years · per year$13,899 · $18,887+23.6%

+4.9%5 years · per year$12,682 · […][…]

1.65%Expense ratio$165 · $35 on $10k · lower wins0.35%

0.04%12-mo yield$4 · $69 on $10k0.69%

−9.9%Worst dropSmaller wins−7.5%

15.2%VolatilityLower wins14.6%

0–5SRHQ wins

$10,000 · 5 yearsOne scale

Shared top holdingsWBIL · SRHQ

2.0%CNC2.1%

1.9%BOX1.9%

2.1%WDAY1.6%

2.5%AMGN1.4%

Held in common10.6%

End-of-day Nov 3, 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	AWBIL	WBI BullBear Quality 3000 ETFRead Desk		1.65%	0.04%	−0.3%	+11.2%	+10.0%	+11.6%	+4.9%	−9.9%	$29M
2	BSRHQ	SRH U.S. Quality GARP ETFRead Desk		0.35%	0.69%	−0.7%	+27.6%	+30.1%	+23.6%	new	−7.5%	$224M

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

Both

5Y2 funds

#			Trend
1	AWBIL	WBI BullBear Quality 3000 ETFRead Desk		1.65%	0.04%	−0.3%	+11.2%	+10.0%	+11.6%	+4.9%	−9.9%	$29M
2	BSRHQ	SRH U.S. Quality GARP ETFRead Desk		0.35%	0.69%	−0.7%	+27.6%	+30.1%	+23.6%	new	−7.5%	$224M

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

Cards for this view

WBIL vs SRHQ

WBIL

WBI BullBear Quality 3000

$12,682

SRHQ

SRH U.S. Quality GARP

[…]

MeasureWBILSRHQ

Fee1.65%0.35%

Cost on $10k a year$165$35

Yield0.04%0.69%

5 years, per year+4.9%[…]

3 years, per year+11.6%+23.6%

Worst drop · 1Y−9.9%−7.5%

Volatility · 1Y15.2%14.6%

5–0measures won
SRHQ first

10.6%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

Overlap: WBIL, SRHQ

Today

10.6%most shared, WBIL and SRHQ

WBILSRHQ

WBIL—10.6%

SRHQ10.6%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$34most kept, SRHQ

SRHQ$69 − $35 = $34

WBIL$4 − $165 = −$161

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee