Compare · 2 funds side by side · dividends reinvested

WBIL and IJH

WBILWBI Shares×IJHiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$13,830IJH · best of the two

02 / 04

WBIL and IJH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P Mid-Cap ETFUS Stock Styles · Mid cap0.05%1.25%+9.5%+12.9%+16.5%+6.7%−8.8%15.5%$121B1.0

WBI BullBear Quality 3000 ETFUS Stock Styles · Factor1.65%0.04%+6.3%+5.6%+9.4%+4.3%−11.5%15.8%$28M2.0

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

End-of-day Nov 6, 2026 · returns include dividends · since: WBIL 2014 · IJH 2000

Head to Head

Swap sides Versus in desk

Head to Head

WBI BullBear Quality 3000 ETF · $28M$12,319

WBIL

IJH

iShares Core S&P Mid-Cap ETF · $121B$13,830

$10,000 five years ago, dividends reinvested · they hold 1.3% in common

WBILMeasureIJH

+6.3%Year to dateJan 1 → Nov 6+9.5%

+5.6%1 yearTotal return+12.9%

+9.4%3 years · per year$10,000 became $13,077 · $15,806+16.5%

+4.3%5 years · per year$10,000 became $12,319 · $13,830+6.7%

1.65%Expense ratio$165 · $5 a year on $10k · lower is better0.05%

0.04%Trailing 12-mo yield$5 · $125 a year on $10k1.25%

−11.5%Worst dropSmaller is better−8.8%

15.8%VolatilityLower is calmer15.5%

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

0–8IJH wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

WBIL vs IJH: Top 5 Holdings

Today

WBIL

12.6%in top 5

IJH

in top 53.5%

WBILStockIJH

2.7%VEEVnot top 5

2.6%AMGNnot top 5

2.5%GTLBnot top 5

2.4%CBOEnot top 5

2.4%WSMnot top 5

not top 5UTHR0.7%

not top 5FTI0.7%

not top 5USFD0.7%

not top 5THC0.7%

not top 5ATI0.7%

Held in common1.3%

End-of-day Nov 6, 2026 · share of each fund

WBIL vs IJH Returns, Every Period

WBI SharesWBIL

+4.3%

5 years, per year

IJHiShares

+6.7%

5 years, per year

WBILIJHFaded: behind in that period

0–4IJH wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

WBIL vs IJH

YTD

WBI SharesWBIL

+6.3%

IJHiShares

+9.5%

+6.3%Year to date+9.5%

−11.5%Worst drop · 1Y−8.8%

15.8%Volatility · 1Y15.5%

0.0%Yield1.3%

$27.9MAssets$121B

4–0IJH wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: WBIL, IJH

Today

0.05%lowest, IJH

FundExpense ratioFee$10k

IJH0.05%$5

WBIL1.65%$165

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: WBIL, IJH

1.25%highest, IJH

FundTrailing yieldYield$10k

IJH1.25%$125

WBIL0.04%$5

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$120most kept, IJH

IJH$125 − $5 = $120

WBIL$5 − $165 = −$161

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: WBIL, IJH

Today

1.3%most shared, WBIL and IJH

WBILIJH

WBIL—1.3%

IJH1.3%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+12.9%IJH, at 15.5% volatility

IJHWorst drop−8.8%15.5% vol

WBILWorst drop−11.5%15.8% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

IJHWBIL

+9.5%Year to date+6.3%

1.3%Yield0.0%

+12.9%Past year+5.6%

0.05%Fee1.65%

4–0IJH wins

End-of-day Nov 6, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026