Compare · 2 funds side by side · dividends reinvested

WBIL and JQUA

WBILWBI Shares×JQUAJ.P. Morgan×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$18,146JQUA · best of the two

02 / 04

WBIL and JQUA, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

JPMorgan U.S. Quality Factor ETFUS Stock Styles · Factor0.12%1.08%+17.1%+20.0%+21.8%+12.7%−7.1%12.7%$9.6B1.0

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 · JQUA 2017

Head to Head

Swap sides Versus in desk

Head to Head

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

WBIL

JQUA

JPMorgan U.S. Quality Factor ETF · $9.6B$18,146

$10,000 five years ago, dividends reinvested · they hold 15.8% in common

WBILMeasureJQUA

+7.5%Year to dateJan 1 → Nov 5+17.1%

+7.5%1 yearTotal return+20.0%

+10.1%3 years · per year$10,000 became $13,335 · $18,052+21.8%

+4.4%5 years · per year$10,000 became $12,389 · $18,146+12.7%

1.65%Expense ratio$165 · $12 a year on $10k · lower is better0.12%

0.04%Trailing 12-mo yield$4 · $108 a year on $10k1.08%

−10.5%Worst dropSmaller is better−7.1%

15.8%VolatilityLower is calmer12.7%

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

0–8JQUA 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 JQUA: Top 5 Holdings

Today

WBIL

12.6%in top 5

JQUA

in top 59.9%

WBILStockJQUA

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

not top 5MSFT2.2%

not top 5AAPL2.1%

not top 5V2.0%

not top 5BRK-B1.8%

not top 5XOM1.8%

Held in common15.8%

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

WBIL vs JQUA Returns, Every Period

WBI SharesWBIL

+4.4%

5 years, per year

JQUAJ.P. Morgan

+12.7%

5 years, per year

WBILJQUAFaded: behind in that period

0–4JQUA wins

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

WBIL vs JQUA

YTD

WBI SharesWBIL

+7.5%

JQUAJ.P. Morgan

+17.1%

+7.5%Year to date+17.1%

−10.5%Worst drop · 1Y−7.1%

15.8%Volatility · 1Y12.7%

0.0%Yield1.1%

$28.9MAssets$9.6B

4–0JQUA wins

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

Cost, Income and Risk

Fees: WBIL, JQUA

Today

0.12%lowest, JQUA

FundExpense ratioFee$10k

JQUA0.12%$12

WBIL1.65%$165

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

Yields: WBIL, JQUA

1.08%highest, JQUA

FundTrailing yieldYield$10k

JQUA1.08%$108

WBIL0.04%$4

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

Income After Fees on $10,000

$96most kept, JQUA

JQUA$108 − $12 = $96

WBIL$4 − $165 = −$161

KeptFee

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

Overlap: WBIL, JQUA

Today

15.8%most shared, WBIL and JQUA

WBILJQUA

WBIL—15.8%

JQUA15.8%—

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

Return vs Bumpiness: 2 ETFs

+20.0%JQUA, at 12.7% volatility

JQUAWorst drop−7.1%12.7% 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

JQUAWBIL

+17.1%Year to date+7.5%

1.1%Yield0.0%

+20.0%Past year+7.5%

0.12%Fee1.65%

4–0JQUA wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

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

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