Compare · 2 funds side by side · dividends reinvested

WBIL and QUAL

WBILWBI Shares×QUALiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,248QUAL · best of the two

02 / 04

WBIL and QUAL, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares MSCI USA Quality Factor ETFUS Stock Styles · Factor0.15%0.83%+15.0%+16.9%+21.9%+11.5%−9.0%12.1%$48.0B1.0

WBI BullBear Quality 3000 ETFUS Stock Styles · Factor1.65%0.04%+12.3%+10.9%+11.8%+5.5%−9.9%15.2%$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 4, 2026 · returns include dividends · since: WBIL 2014 · QUAL 2013

Head to Head

Swap sides Versus in desk

Head to Head

WBI BullBear Quality 3000 ETF · $29M$13,063

WBIL

QUAL

iShares MSCI USA Quality Factor ETF · $48.0B$17,248

$10,000 five years ago, dividends reinvested · they hold 16.4% in common

WBILMeasureQUAL

+12.3%Year to dateJan 1 → Nov 4+15.0%

+10.9%1 yearTotal return+16.9%

+11.8%3 years · per year$10,000 became $13,959 · $18,098+21.9%

+5.5%5 years · per year$10,000 became $13,063 · $17,248+11.5%

1.65%Expense ratio$165 · $15 a year on $10k · lower is better0.15%

0.04%Trailing 12-mo yield$4 · $83 a year on $10k0.83%

−9.9%Worst dropSmaller is better−9.0%

15.2%VolatilityLower is calmer12.1%

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

0–8QUAL wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

WBIL vs QUAL: Top 5 Holdings

Today

WBIL

12.5%in top 5

QUAL

in top 529.6%

WBILStockQUAL

not top 5MSFT8.0%

not top 5AAPL7.1%

not top 5NVDA6.0%

not top 5LLY4.5%

not top 5META4.1%

2.6%GTLBnot top 5

2.6%ZSnot top 5

2.5%VEEVnot top 5

2.5%AMGNnot top 5

2.3%TEAMnot top 5

Held in common16.4%

End-of-day Nov 4, 2026 · share of each fund

WBIL vs QUAL Returns, Every Period

WBI SharesWBIL

+5.5%

5 years, per year

QUALiShares

+11.5%

5 years, per year

WBILQUALFaded: behind in that period

0–4QUAL wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

WBIL vs QUAL

YTD

WBI SharesWBIL

+12.3%

QUALiShares

+15.0%

+12.3%Year to date+15.0%

−9.9%Worst drop · 1Y−9.0%

15.2%Volatility · 1Y12.1%

0.0%Yield0.8%

$29.0MAssets$48.0B

4–0QUAL wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: WBIL, QUAL

Today

0.15%lowest, QUAL

FundExpense ratioFee$10k

QUAL0.15%$15

WBIL1.65%$165

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: WBIL, QUAL

0.83%highest, QUAL

FundTrailing yieldYield$10k

QUAL0.83%$83

WBIL0.04%$4

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$68most kept, QUAL

QUAL$83 − $15 = $68

WBIL$4 − $165 = −$161

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: WBIL, QUAL

Today

16.4%most shared, WBIL and QUAL

WBILQUAL

WBIL—16.4%

QUAL16.4%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+16.9%QUAL, at 12.1% volatility

QUALWorst drop−9.0%12.1% vol

WBILWorst drop−9.9%15.2% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

QUALWBIL

+15.0%Year to date+12.3%

0.8%Yield0.0%

+16.9%Past year+10.9%

0.15%Fee1.65%

4–0QUAL wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026