Compare · 3 funds side by side · dividends reinvested

WBIL, SPYM and IVV

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,192SPYM · best of the three

02 / 04

WBIL, SPYM and IVV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR Portfolio S&P 500 ETFLow-Cost Core · S&P 5000.02%1.05%+8.8%+9.8%+21.8%+11.4%−8.9%13.6%$178B1.4

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%$853B1.6

WBI BullBear Quality 3000 ETFUS Stock Styles · Factor1.65%0.04%+6.3%+5.6%+9.4%+4.3%−11.5%15.8%$28M3.0

Rank among the three1st → 3rdFee, 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 · SPYM 2005 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

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

WBIL

SPYM

State Street SPDR Portfolio S&P 500 ETF · $178B$17,192

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

WBILMeasureSPYM

+6.3%Year to dateJan 1 → Nov 6+8.8%

+5.6%1 yearTotal return+9.8%

+9.4%3 years · per year$10,000 became $13,077 · $18,082+21.8%

+4.3%5 years · per year$10,000 became $12,319 · $17,192+11.4%

1.65%Expense ratio$165 · $2 a year on $10k · lower is better0.02%

0.04%Trailing 12-mo yield$5 · $105 a year on $10k1.05%

−11.5%Worst dropSmaller is better−8.9%

15.8%VolatilityLower is calmer13.6%

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

0–8SPYM wins

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

More Ways to See the Pairs

WBIL vs SPYM: Top 5 Holdings

Today

WBIL

12.6%in top 5

SPYM

in top 527.8%

WBILStockSPYM

not top 5AAPL7.9%

not top 5NVDA6.9%

not top 5MSFT6.3%

not top 5AMZN4.0%

2.7%VEEVnot top 5

not top 5GOOGL2.6%

2.6%AMGNnot top 5

2.5%GTLBnot top 5

2.4%CBOEnot top 5

2.4%WSMnot top 5

Held in common11.8%

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

WBIL vs SPYM Returns, Every Period

WBI SharesWBIL

+4.3%

5 years, per year

SPYMSPDR

+11.4%

5 years, per year

WBILSPYMFaded: behind in that period

0–4SPYM wins

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

Stocks vs Core: WBIL vs IVV

YTD

WBI SharesWBIL

+6.3%

IVViShares

+8.7%

+6.3%Year to date+8.7%

−11.5%Worst drop · 1Y−8.9%

15.8%Volatility · 1Y13.6%

0.0%Yield1.1%

$27.6MAssets$853B

4–0IVV wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: WBIL, SPYM, IVV

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

IVV0.03%$3

WBIL1.65%$165

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

Yields: WBIL, SPYM, IVV

1.14%highest, IVV

FundTrailing yieldYield$10k

IVV1.14%$114

SPYM1.05%$105

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

SPYM$105 − $2 = $103

WBIL$5 − $165 = −$161

KeptFee

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

Overlap: WBIL, SPYM, IVV

Today

99.9%most shared, SPYM and IVV

WBILSPYMIVV

WBIL—11.8%11.8%

SPYM11.8%—99.9%

IVV11.8%99.9%—

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

Return vs Bumpiness: 3 ETFs

+9.8%SPYM, at 13.6% volatility

SPYMWorst drop−8.9%13.6% vol

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

IVVSPYM

+8.7%Year to date+8.8%

1.1%Yield1.1%

+9.8%Past year+9.8%

0.03%Fee0.02%

2–0SPYM wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

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