Compare · 2 funds side by side · dividends reinvested

WBIL and IWF

WBILWBI Shares×IWFiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$15,330IWF · best of the two

02 / 04

WBIL and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

WBI BullBear Quality 3000 ETFUS Stock Styles · Factor1.65%0.04%+7.5%+7.5%+10.1%+4.4%−10.5%15.8%$29M1.5

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.39%−6.5%−7.6%+19.5%+8.9%−14.6%19.3%$121B1.5

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 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

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

WBIL

IWF

iShares Russell 1000 Growth ETF · $121B$15,330

$10,000 five years ago, dividends reinvested · they hold 11.3% in common

WBILMeasureIWF

+7.5%Year to dateJan 1 → Nov 5−6.5%

+7.5%1 yearTotal return−7.6%

+10.1%3 years · per year$10,000 became $13,335 · $17,073+19.5%

+4.4%5 years · per year$10,000 became $12,389 · $15,330+8.9%

1.65%Expense ratio$165 · $18 a year on $10k · lower is better0.18%

0.04%Trailing 12-mo yield$4 · $39 a year on $10k0.39%

−10.5%Worst dropSmaller is better−14.6%

15.8%VolatilityLower is calmer19.3%

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

4–4Level

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 IWF: Top 5 Holdings

Today

WBIL

12.6%in top 5

IWF

in top 539.6%

WBILStockIWF

not top 5NVDA14.6%

not top 5AAPL8.5%

not top 5MSFT6.4%

not top 5GOOGL5.3%

not top 5AVGO4.7%

2.6%GTLBnot top 5

2.6%AMGNnot top 5

2.5%ZSnot top 5

2.5%VEEVnot top 5

2.4%WSMnot top 5

Held in common11.3%

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

WBIL vs IWF Returns, Every Period

WBI SharesWBIL

+4.4%

5 years, per year

IWFiShares

+8.9%

5 years, per year

WBILIWFFaded: behind in that period

2–2Level

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

WBIL vs IWF

YTD

WBI SharesWBIL

+7.5%

IWFiShares

−6.5%

+7.5%Year to date−6.5%

−10.5%Worst drop · 1Y−14.6%

15.8%Volatility · 1Y19.3%

0.0%Yield0.4%

$28.9MAssets$121B

3–1WBIL wins

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

Cost, Income and Risk

Fees: WBIL, IWF

Today

0.18%lowest, IWF

FundExpense ratioFee$10k

IWF0.18%$18

WBIL1.65%$165

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

Yields: WBIL, IWF

0.39%highest, IWF

FundTrailing yieldYield$10k

IWF0.39%$39

WBIL0.04%$4

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

Income After Fees on $10,000

$21most kept, IWF

IWF$39 − $18 = $21

WBIL$4 − $165 = −$161

KeptFee

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

Overlap: WBIL, IWF

Today

11.3%most shared, WBIL and IWF

WBILIWF

WBIL—11.3%

IWF11.3%—

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

Return vs Bumpiness: 2 ETFs

+7.5%WBIL, at 15.8% volatility

WBILWorst drop−10.5%15.8% vol

IWFWorst drop−14.6%19.3% vol

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

Paid More vs Made More

YTD

IWFWBIL

−6.5%Year to date+7.5%

0.4%Yield0.0%

−7.6%Past year+7.5%

0.18%Fee1.65%

2–2level

End-of-day Nov 5, 2026

Popular Pairs Near These Two

VUG vs SCHG

YTD

VanguardVUG

+0.5%

SCHGSchwab

+0.9%

+0.5%Year to date+0.9%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$62.5B

1–1level

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

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