Compare · 3 funds side by side · dividends reinvested

WBIL, SPYM and VOO

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,553SPYM · best of the three

02 / 04

WBIL, SPYM and VOO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR Portfolio S&P 500 ETFLow-Cost Core · S&P 5000.02%1.03%+11.3%+13.6%+22.0%+11.9%−8.9%13.7%$179B1.3

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.07%+11.3%+13.6%+22.0%+11.9%−8.9%13.7%$1.00T1.8

WBI BullBear Quality 3000 ETFUS Stock Styles · Factor1.65%0.04%+7.5%+7.8%+9.4%+4.5%−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 9, 2026 · returns include dividends · since: WBIL 2014 · SPYM 2005 · VOO 2010

Head to Head

Swap sides Versus in desk

Head to Head

WBI BullBear Quality 3000 ETF · $28M$12,434

WBIL

SPYM

State Street SPDR Portfolio S&P 500 ETF · $179B$17,553

$10,000 five years ago, dividends reinvested · they hold 10.4% in common

WBILMeasureSPYM

+7.5%Year to dateJan 1 → Nov 9+11.3%

+7.8%1 yearTotal return+13.6%

+9.4%3 years · per year$10,000 became $13,109 · $18,161+22.0%

+4.5%5 years · per year$10,000 became $12,434 · $17,553+11.9%

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

0.04%Trailing 12-mo yield$4 · $103 a year on $10k1.03%

−11.5%Worst dropSmaller is better−8.9%

15.8%VolatilityLower is calmer13.7%

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

0–8SPYM wins

End-of-day Nov 9, 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 5NVDA7.1%

not top 5MSFT6.2%

not top 5AMZN4.0%

not top 5GOOGL2.6%

2.6%VEEVnot top 5

2.6%AMGNnot top 5

2.5%GTLBnot top 5

2.5%CBOEnot top 5

2.4%CMEnot top 5

Held in common10.4%

End-of-day Nov 9, 2026 · share of each fund

WBIL vs SPYM Returns, Every Period

WBI SharesWBIL

+4.5%

5 years, per year

SPYMSPDR

+11.9%

5 years, per year

WBILSPYMFaded: behind in that period

0–4SPYM wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

Stocks vs Core: WBIL vs VOO

YTD

WBI SharesWBIL

+7.5%

VOOVanguard

+11.3%

+7.5%Year to date+11.3%

−11.5%Worst drop · 1Y−8.9%

15.8%Volatility · 1Y13.7%

0.0%Yield1.1%

$27.6MAssets$1.00T

4–0VOO wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: WBIL, SPYM, VOO

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

VOO0.03%$3

WBIL1.65%$165

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: WBIL, SPYM, VOO

1.07%highest, VOO

FundTrailing yieldYield$10k

VOO1.07%$107

SPYM1.03%$103

WBIL0.04%$4

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$104most kept, VOO

VOO$107 − $3 = $104

SPYM$103 − $2 = $101

WBIL$4 − $165 = −$161

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: WBIL, SPYM, VOO

Today

92.7%most shared, SPYM and VOO

WBILSPYMVOO

WBIL—10.4%9.1%

SPYM10.4%—92.7%

VOO9.1%92.7%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+13.6%SPYM, at 13.7% volatility

VOOWorst drop−8.9%13.7% vol

SPYMWorst drop−8.9%13.7% vol

WBILWorst drop−11.5%15.8% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

VOOSPYM

+11.3%Year to date+11.3%

1.1%Yield1.0%

+13.6%Past year+13.6%

0.03%Fee0.02%

1–1level

End-of-day Nov 9, 2026

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

VOO vs IVV

YTD

VanguardVOO

+11.3%

IVViShares

+11.3%

+11.3%Year to date+11.3%

1.1%Yield1.1%

$1.00TAssets$875B

0–0level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026