WBIL vs USMV

AWBIL

BUSMV

Measures won0–6USMV wins · of 6 · 5Y

$10,000 · 5Y$16,565VUG · USMV $14,412

Lowest cost0.03%VUG · $3 on $10k

Most income1.37%USMV · $137 on $10k

Smallest drop−6.5%USMV · worst fall in 1Y

Held in common15.0%WBIL and USMV

WBIL

USMV

WBI BullBear Quality 3000 ETF · $28MiShares MSCI USA Min Vol Factor ETF · $24.1B

+9.4%3 years · per year$13,109 · $14,761+13.9%

+4.5%5 years · per year$12,434 · $14,412+7.6%

1.65%Expense ratio$165 · $15 on $10k · lower wins0.15%

0.04%12-mo yield$4 · $137 on $10k1.37%

−11.5%Worst dropSmaller wins−6.5%

15.8%VolatilityLower wins9.3%

0–6USMV wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsWBIL · USMV

2.3%BRK-B1.6%

2.4%KO1.4%

2.2%COR1.3%

2.4%V1.1%

Held in common15.0%

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	BUSMV	iShares MSCI USA Min Vol Factor ETFRead Desk	0.15%	1.37%	+1.7%	+10.5%	+13.1%	+13.9%	+7.6%	−6.5%	$24.1B
3	AWBIL	WBI BullBear Quality 3000 ETFRead Desk	1.65%	0.04%	+1.2%	+7.5%	+7.8%	+9.4%	+4.5%	−11.5%	$28M

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	BUSMV	iShares MSCI USA Min Vol Factor ETFRead Desk	0.15%	1.37%	+1.7%	+10.5%	+13.1%	+13.9%	+7.6%	−6.5%	$24.1B
3	AWBIL	WBI BullBear Quality 3000 ETFRead Desk	1.65%	0.04%	+1.2%	+7.5%	+7.8%	+9.4%	+4.5%	−11.5%	$28M

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 USMV

WBIL

WBI BullBear Quality 3000

$12,434

USMV

iShares MSCI USA Min Vol Factor

$14,412

MeasureWBILUSMV

Fee1.65%0.15%

Cost on $10k a year$165$15

Yield0.04%1.37%

5 years, per year+4.5%+7.6%

3 years, per year+9.4%+13.9%

Worst drop · 1Y−11.5%−6.5%

Volatility · 1Y15.8%9.3%

6–0measures won
USMV first

15.0%

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, USMV, VUG

Today

21.1%most shared, USMV and VUG

WBILUSMVVUG

WBIL—15.0%6.4%

USMV15.0%—21.1%

VUG6.4%21.1%—

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

Income After Fees on $10,000

$122most kept, USMV

USMV$137 − $15 = $122

VUG$41 − $3 = $38

WBIL$4 − $165 = −$161

KeptFee

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