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$17,177IVV · 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%+8.7%+9.8%+21.8%+11.4%−8.9%13.6%$853B1.0

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 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

iShares Core S&P 500 ETF · $853B$17,177

IVV

WBIL

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

$10,000 five years ago, dividends reinvested · they hold 11.8% in common

IVVMeasureWBIL

+8.7%Year to dateJan 1 → Nov 6+6.3%

+9.8%1 yearTotal return+5.6%

+21.8%3 years · per year$10,000 became $18,084 · $13,077+9.4%

+11.4%5 years · per year$10,000 became $17,177 · $12,319+4.3%

0.03%Expense ratio$3 · $165 a year on $10k · lower is better1.65%

1.14%Trailing 12-mo yield$114 · $5 a year on $10k0.04%

−8.9%Worst dropSmaller is better−11.5%

13.6%VolatilityLower is calmer15.8%

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

8–0IVV wins

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

More Ways to See the Pairs

IVV vs WBIL: Top 5 Holdings

Today

IVV

27.8%in top 5

WBIL

in top 512.6%

IVVStockWBIL

7.9%AAPLnot top 5

6.9%NVDAnot top 5

6.3%MSFTnot top 5

4.0%AMZNnot top 5

not top 5VEEV2.7%

2.6%GOOGLnot top 5

not top 5AMGN2.6%

not top 5GTLB2.5%

not top 5CBOE2.4%

not top 5WSM2.4%

Held in common11.8%

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

IVV vs WBIL Returns, Every Period

iSharesIVV

+11.4%

5 years, per year

WBILWBI Shares

+4.3%

5 years, per year

IVVWBILFaded: behind in that period

4–0IVV wins

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

Core vs Stocks: IVV vs WBIL

YTD

iSharesIVV

+8.7%

WBILWBI Shares

+6.3%

+8.7%Year to date+6.3%

−8.9%Worst drop · 1Y−11.5%

13.6%Volatility · 1Y15.8%

1.1%Yield0.0%

$853BAssets$27.6M

4–0IVV wins

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

Yields: WBIL, IVV

1.14%highest, IVV

FundTrailing yieldYield$10k

IVV1.14%$114

WBIL0.04%$5

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

Income After Fees on $10,000

$111most kept, IVV

IVV$114 − $3 = $111

WBIL$5 − $165 = −$161

KeptFee

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

Overlap: WBIL, IVV

Today

11.8%most shared, WBIL and IVV

WBILIVV

WBIL—11.8%

IVV11.8%—

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

Return vs Bumpiness: 2 ETFs

+9.8%IVV, at 13.6% volatility

IVVWorst drop−8.9%13.6% 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

IVVWBIL

+8.7%Year to date+6.3%

1.1%Yield0.0%

+9.8%Past year+5.6%

0.03%Fee1.65%

4–0IVV wins

End-of-day Nov 6, 2026

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026

VOO vs IVV

YTD

VanguardVOO

+8.7%

IVViShares

+8.7%

+8.7%Year to date+8.7%

1.1%Yield1.1%

$1.00TAssets$853B

0–0level

End-of-day Nov 6, 2026

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