Compare · 2 funds side by side · dividends reinvested

WBIF and IWD

WBIFWBI Shares×IWDiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,178IWD · best of the two

02 / 04

WBIF and IWD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Russell 1000 Value ETFUS Stock Styles · Value0.18%1.37%+24.2%+28.4%+23.8%+11.4%−6.8%11.0%$83.2B1.0

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

Rank among the two1st → 2ndFee, 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: WBIF 2014 · IWD 2000

Head to Head

Swap sides Versus in desk

Head to Head

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

WBIF

IWD

iShares Russell 1000 Value ETF · $83.2B$17,178

$10,000 five years ago, dividends reinvested · they hold 6.9% in common

WBIFMeasureIWD

+17.3%Year to dateJan 1 → Nov 3+24.2%

+16.6%1 yearTotal return+28.4%

+13.0%3 years · per year$10,000 became $14,428 · $18,980+23.8%

+3.9%5 years · per year$10,000 became $12,126 · $17,178+11.4%

1.64%Expense ratio$164 · $18 a year on $10k · lower is better0.18%

0.00%Trailing 12-mo yield$0 · $137 a year on $10k1.37%

−7.0%Worst dropSmaller is better−6.8%

12.2%VolatilityLower is calmer11.0%

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

0–8IWD wins

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

More Ways to See the Pairs

WBIF vs IWD: Top 5 Holdings

Today

WBIF

12.7%in top 5

IWD

in top 521.8%

WBIFStockIWD

not top 5AAPL6.0%

not top 5AMZN5.6%

not top 5MSFT5.1%

2.7%BLLnot top 5

not top 5BRK-B2.7%

2.6%PEGAnot top 5

2.6%TWnot top 5

not top 5JPM2.4%

2.3%ROSTnot top 5

2.3%HPQnot top 5

Held in common6.9%

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

WBIF vs IWD Returns, Every Period

WBI SharesWBIF

+3.9%

5 years, per year

IWDiShares

+11.4%

5 years, per year

WBIFIWDFaded: behind in that period

0–4IWD wins

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

WBIF vs IWD

YTD

WBI SharesWBIF

+17.3%

IWDiShares

+24.2%

+17.3%Year to date+24.2%

−7.0%Worst drop · 1Y−6.8%

12.2%Volatility · 1Y11.0%

0.0%Yield1.4%

$23.4MAssets$83.2B

4–0IWD wins

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

Cost, Income and Risk

Fees: WBIF, IWD

Today

0.18%lowest, IWD

FundExpense ratioFee$10k

IWD0.18%$18

WBIF1.64%$164

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

Yields: WBIF, IWD

1.37%highest, IWD

FundTrailing yieldYield$10k

IWD1.37%$137

WBIF0.00%$0

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

Income After Fees on $10,000

$119most kept, IWD

IWD$137 − $18 = $119

WBIF$0 − $164 = −$164

KeptFee

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

Overlap: WBIF, IWD

Today

6.9%most shared, WBIF and IWD

WBIFIWD

WBIF—6.9%

IWD6.9%—

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

Return vs Bumpiness: 2 ETFs

+28.4%IWD, at 11.0% volatility

IWDWorst drop−6.8%11.0% vol

WBIFWorst drop−7.0%12.2% vol

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

Paid More vs Made More

YTD

IWDWBIF

+24.2%Year to date+17.3%

1.4%Yield0.0%

+28.4%Past year+16.6%

0.18%Fee1.64%

4–0IWD wins

End-of-day Nov 3, 2026

Popular Pairs Near These Two

VTV vs SCHV

YTD

VanguardVTV

+21.0%

SCHVSchwab

+18.4%

+21.0%Year to date+18.4%

1.8%Yield1.8%

$184BAssets$15.7B

1–0VTV wins

End-of-day Nov 3, 2026

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