Compare · 3 funds side by side · dividends reinvested

BOUT, WBIF and BMVP

BOUTCapital Force×WBIFWBI Shares×BMVPInvesco×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$14,275BMVP · best of the three

02 / 04

BOUT, WBIF and BMVP, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Invesco Bloomberg MVP Multi-factor ETFUS Stock Styles · Factor0.29%1.76%+12.2%+14.4%+17.8%+7.4%−6.4%10.1%$105M1.3

WBI BullBear Value 3000 ETFUS Stock Styles · Value1.64%0.00%+17.3%+16.6%+13.0%+3.9%−7.0%12.2%$23M2.0

CapForce IBD Breakout Opportunities ETFUnsorted0.80%0.31%+10.4%+6.4%+12.8%+2.6%−18.1%22.2%$14M2.8

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 3, 2026 · returns include dividends · since: BOUT 2018 · WBIF 2014 · BMVP 2003

Head to Head

Swap sides Versus in desk

Head to Head

CapForce IBD Breakout Opportunities ETF · $14M$11,384

BOUT

WBIF

WBI BullBear Value 3000 ETF · $23M$12,126

$10,000 five years ago, dividends reinvested · they hold 6.3% in common

BOUTMeasureWBIF

+10.4%Year to dateJan 1 → Nov 3+17.3%

+6.4%1 yearTotal return+16.6%

+12.8%3 years · per year$10,000 became $14,336 · $14,428+13.0%

+2.6%5 years · per year$10,000 became $11,384 · $12,126+3.9%

0.80%Expense ratio$80 · $164 a year on $10k · lower is better1.64%

0.31%Trailing 12-mo yield$31 · $0 a year on $10k0.00%

−18.1%Worst dropSmaller is better−7.0%

22.2%VolatilityLower is calmer12.2%

BOUTWBIF Winner of the row, in its colourEach row: the bigger of the two fills its side

2–6WBIF wins

End-of-day Nov 3, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

BOUT vs WBIF: Top 5 Holdings

Today

BOUT

36.4%in top 5

WBIF

in top 512.7%

BOUTStockWBIF

7.5%COKEnot top 5

7.4%EGBNnot top 5

7.4%HASnot top 5

7.3%WMnot top 5

6.8%RNGnot top 5

not top 5BLL2.7%

not top 5PEGA2.6%

not top 5TW2.6%

not top 5ROST2.3%

not top 5HPQ2.3%

Held in common6.3%

End-of-day Nov 3, 2026 · share of each fund

BOUT vs WBIF Returns, Every Period

Capital ForceBOUT

+2.6%

5 years, per year

WBIFWBI Shares

+3.9%

5 years, per year

BOUTWBIFFaded: behind in that period

0–4WBIF wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

Unsorted vs Stocks: BOUT vs BMVP

YTD

Capital ForceBOUT

+10.4%

BMVPInvesco

+12.2%

+10.4%Year to date+12.2%

−18.1%Worst drop · 1Y−6.4%

22.2%Volatility · 1Y10.1%

0.3%Yield1.8%

$14.1MAssets$105M

4–0BMVP wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: BOUT, WBIF, BMVP

Today

0.29%lowest, BMVP

FundExpense ratioFee$10k

BMVP0.29%$29

BOUT0.80%$80

WBIF1.64%$164

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: BOUT, WBIF, BMVP

1.76%highest, BMVP

FundTrailing yieldYield$10k

BMVP1.76%$176

BOUT0.31%$31

WBIF0.00%$0

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$147most kept, BMVP

BMVP$176 − $29 = $147

BOUT$31 − $80 = −$49

WBIF$0 − $164 = −$164

KeptFee

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

Overlap: BOUT, WBIF, BMVP

Today

16.8%most shared, WBIF and BMVP

BOUTWBIFBMVP

BOUT—6.3%4.0%

WBIF6.3%—16.8%

BMVP4.0%16.8%—

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

Return vs Bumpiness: 3 ETFs

+16.6%WBIF, at 12.2% volatility

BMVPWorst drop−6.4%10.1% vol

WBIFWorst drop−7.0%12.2% vol

BOUTWorst drop−18.1%22.2% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

BMVPWBIF

+12.2%Year to date+17.3%

1.8%Yield0.0%

+14.4%Past year+16.6%

0.29%Fee1.64%

2–2level

End-of-day Nov 3, 2026

Popular Pairs Near These Three

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