Compare · 2 funds side by side · dividends reinvested

WBIL and IVV

WBILWBI Shares×IVViShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,151IVV · best of the two

02 / 04

WBIL and IVV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.14%+8.4%+9.7%+22.1%+11.4%−8.9%13.6%$887B1.0

WBI BullBear Quality 3000 ETFUS Stock Styles · Factor1.65%0.04%+7.5%+7.5%+10.1%+4.4%−10.5%15.8%$29M2.0

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

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

Head to Head

Swap sides Versus in desk

Head to Head

WBI BullBear Quality 3000 ETF · $29M$12,389

WBIL

IVV

iShares Core S&P 500 ETF · $887B$17,151

$10,000 five years ago, dividends reinvested · they hold 11.7% in common

WBILMeasureIVV

+7.5%Year to dateJan 1 → Nov 5+8.4%

+7.5%1 yearTotal return+9.7%

+10.1%3 years · per year$10,000 became $13,335 · $18,221+22.1%

+4.4%5 years · per year$10,000 became $12,389 · $17,151+11.4%

1.65%Expense ratio$165 · $3 a year on $10k · lower is better0.03%

0.04%Trailing 12-mo yield$4 · $114 a year on $10k1.14%

−10.5%Worst dropSmaller is better−8.9%

15.8%VolatilityLower is calmer13.6%

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

0–8IVV wins

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

More Ways to See the Pairs

WBIL vs IVV: Top 5 Holdings

Today

WBIL

12.6%in top 5

IVV

in top 527.7%

WBILStockIVV

not top 5AAPL7.7%

not top 5NVDA7.3%

not top 5MSFT6.2%

not top 5AMZN3.9%

2.6%GTLBnot top 5

not top 5GOOGL2.6%

2.6%AMGNnot top 5

2.5%ZSnot top 5

2.5%VEEVnot top 5

2.4%WSMnot top 5

Held in common11.7%

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

WBIL vs IVV Returns, Every Period

WBI SharesWBIL

+4.4%

5 years, per year

IVViShares

+11.4%

5 years, per year

WBILIVVFaded: behind in that period

0–4IVV wins

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

Stocks vs Core: WBIL vs IVV

YTD

WBI SharesWBIL

+7.5%

IVViShares

+8.4%

+7.5%Year to date+8.4%

−10.5%Worst drop · 1Y−8.9%

15.8%Volatility · 1Y13.6%

0.0%Yield1.1%

$28.9MAssets$887B

4–0IVV wins

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

Cost, Income and Risk

Fees: WBIL, IVV

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

WBIL1.65%$165

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

Yields: WBIL, IVV

1.14%highest, IVV

FundTrailing yieldYield$10k

IVV1.14%$114

WBIL0.04%$4

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

Income After Fees on $10,000

$111most kept, IVV

IVV$114 − $3 = $111

WBIL$4 − $165 = −$161

KeptFee

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

Overlap: WBIL, IVV

Today

11.7%most shared, WBIL and IVV

WBILIVV

WBIL—11.7%

IVV11.7%—

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

Return vs Bumpiness: 2 ETFs

+9.7%IVV, at 13.6% volatility

IVVWorst drop−8.9%13.6% vol

WBILWorst drop−10.5%15.8% vol

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

Paid More vs Made More

YTD

IVVWBIL

+8.4%Year to date+7.5%

1.1%Yield0.0%

+9.7%Past year+7.5%

0.03%Fee1.65%

4–0IVV wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

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

VOO vs IVV

YTD

VanguardVOO

+8.4%

IVViShares

+8.4%

+8.4%Year to date+8.4%

1.1%Yield1.1%

$1.00TAssets$887B

0–0level

End-of-day Nov 5, 2026

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