Compare · 2 funds side by side · dividends reinvested

WBIF and IUSV

WBIFWBI Shares×IUSViShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,003IUSV · best of the two

02 / 04

WBIF and IUSV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P U.S. Value ETFUS Stock Styles · Value0.04%1.65%+12.9%+15.9%+18.3%+11.2%−6.4%10.2%$28.4B1.1

WBI BullBear Value 3000 ETFUS Stock Styles · Value1.64%0.00%+15.5%+15.6%+12.1%+4.0%−7.0%12.5%$23M1.9

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 5, 2026 · returns include dividends · since: WBIF 2014 · IUSV 2000

Head to Head

Swap sides Versus in desk

Head to Head

WBI BullBear Value 3000 ETF · $23M$12,138

WBIF

IUSV

iShares Core S&P U.S. Value ETF · $28.4B$17,003

$10,000 five years ago, dividends reinvested · they hold 9.7% in common

WBIFMeasureIUSV

+15.5%Year to dateJan 1 → Nov 5+12.9%

+15.6%1 yearTotal return+15.9%

+12.1%3 years · per year$10,000 became $14,077 · $16,565+18.3%

+4.0%5 years · per year$10,000 became $12,138 · $17,003+11.2%

1.64%Expense ratio$164 · $4 a year on $10k · lower is better0.04%

0.00%Trailing 12-mo yield$0 · $165 a year on $10k1.65%

−7.0%Worst dropSmaller is better−6.4%

12.5%VolatilityLower is calmer10.2%

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

1–7IUSV wins

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

More Ways to See the Pairs

WBIF vs IUSV: Top 5 Holdings

Today

WBIF

12.9%in top 5

IUSV

in top 516.8%

WBIFStockIUSV

not top 5AAPL7.8%

not top 5AMZN3.7%

2.7%BLLnot top 5

2.7%TWnot top 5

2.6%PEGAnot top 5

2.5%ROSTnot top 5

2.4%HPQnot top 5

not top 5XOM2.1%

not top 5WMT1.8%

not top 5COST1.4%

Held in common9.7%

End-of-day Nov 5, 2026 · share of each fund

WBIF vs IUSV Returns, Every Period

WBI SharesWBIF

+4.0%

5 years, per year

IUSViShares

+11.2%

5 years, per year

WBIFIUSVFaded: behind in that period

1–3IUSV wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

WBIF vs IUSV

YTD

WBI SharesWBIF

+15.5%

IUSViShares

+12.9%

+15.5%Year to date+12.9%

−7.0%Worst drop · 1Y−6.4%

12.5%Volatility · 1Y10.2%

0.0%Yield1.6%

$23.2MAssets$28.4B

3–1IUSV wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: WBIF, IUSV

Today

0.04%lowest, IUSV

FundExpense ratioFee$10k

IUSV0.04%$4

WBIF1.64%$164

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: WBIF, IUSV

1.65%highest, IUSV

FundTrailing yieldYield$10k

IUSV1.65%$165

WBIF0.00%$0

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$161most kept, IUSV

IUSV$165 − $4 = $161

WBIF$0 − $164 = −$164

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: WBIF, IUSV

Today

9.7%most shared, WBIF and IUSV

WBIFIUSV

WBIF—9.7%

IUSV9.7%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+15.9%IUSV, at 10.2% volatility

IUSVWorst drop−6.4%10.2% vol

WBIFWorst drop−7.0%12.5% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

IUSVWBIF

+12.9%Year to date+15.5%

1.6%Yield0.0%

+15.9%Past year+15.6%

0.04%Fee1.64%

3–1IUSV wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026