WBIL vs SRHQ

AWBIL

BSRHQ

Measures won0–5SRHQ wins · of 6 · 5Y

$10,000 · 5Y$16,565VUG · WBIL $12,434

Lowest cost0.03%VUG · $3 on $10k

Most income0.68%SRHQ · $68 on $10k

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

Held in common12.6%WBIL and SRHQ

WBIL

SRHQ

WBI BullBear Quality 3000 ETF · $28MSRH U.S. Quality GARP ETF · $228M

+9.4%3 years · per year$13,109 · $18,327+22.4%

+4.5%5 years · per year$12,434 · […][…]

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

0.04%12-mo yield$4 · $68 on $10k0.68%

−11.5%Worst dropSmaller wins−7.5%

15.8%VolatilityLower wins14.9%

0–5SRHQ wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsWBIL · SRHQ

2.2%CNC2.3%

1.9%BOX1.9%

1.7%QLYS2.3%

2.2%WDAY1.6%

Held in common12.6%

End-of-day Nov 9, 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	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+2.8%	+4.2%	+4.7%	+22.9%	+10.6%	−15.1%	$232.9B
2	AWBIL	WBI BullBear Quality 3000 ETFRead Desk	1.65%	0.04%	+1.2%	+7.5%	+7.8%	+9.4%	+4.5%	−11.5%	$28M
3	BSRHQ	SRH U.S. Quality GARP ETFRead Desk	0.35%	0.68%	+1.5%	+29.1%	+33.3%	+22.4%	new	−7.5%	$228M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+2.8%	+4.2%	+4.7%	+22.9%	+10.6%	−15.1%	$232.9B
2	AWBIL	WBI BullBear Quality 3000 ETFRead Desk	1.65%	0.04%	+1.2%	+7.5%	+7.8%	+9.4%	+4.5%	−11.5%	$28M
3	BSRHQ	SRH U.S. Quality GARP ETFRead Desk	0.35%	0.68%	+1.5%	+29.1%	+33.3%	+22.4%	new	−7.5%	$228M

End-of-day Nov 9, 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

$12,434

SRHQ

SRH U.S. Quality GARP

[…]

MeasureWBILSRHQ

Fee1.65%0.35%

Cost on $10k a year$165$35

Yield0.04%0.68%

5 years, per year+4.5%[…]

3 years, per year+9.4%+22.4%

Worst drop · 1Y−11.5%−7.5%

Volatility · 1Y15.8%14.9%

5–0measures won
SRHQ first

12.6%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$61.4B

1–1level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

Overlap: WBIL, SRHQ, VUG

Today

12.6%most shared, WBIL and SRHQ

WBILSRHQVUG

WBIL—12.6%6.4%

SRHQ12.6%—0.2%

VUG6.4%0.2%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$38most kept, VUG

VUG$41 − $3 = $38

SRHQ$68 − $35 = $33

WBIL$4 − $165 = −$161

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee