Compare · 2 funds side by side · dividends reinvested

WBIL and SRHQ

WBILWBI Shares×SRHQSRH×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$12,682WBIL · best of the two

02 / 04

WBIL and SRHQ, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

SRH U.S. Quality GARP ETFUS Stock Styles · Factor0.35%0.69%+27.6%+30.1%+23.6%[…]−7.5%14.6%$224M1.0

WBI BullBear Quality 3000 ETFUS Stock Styles · Factor1.65%0.04%+11.2%+10.0%+11.6%+4.9%−9.9%15.2%$29M1.9

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 3, 2026 · returns include dividends · since: WBIL 2014 · SRHQ 2022

Head to Head

Swap sides Versus in desk

Head to Head

WBI BullBear Quality 3000 ETF · $29M$12,682

WBIL

SRHQ

SRH U.S. Quality GARP ETF · $224M[…]

$10,000 five years ago, dividends reinvested · they hold 10.6% in common

WBILMeasureSRHQ

+11.2%Year to dateJan 1 → Nov 3+27.6%

+10.0%1 yearTotal return+30.1%

+11.6%3 years · per year$10,000 became $13,899 · $18,887+23.6%

+4.9%5 years · per year$10,000 became $12,682 · […][…]

1.65%Expense ratio$165 · $35 a year on $10k · lower is better0.35%

0.04%Trailing 12-mo yield$4 · $69 a year on $10k0.69%

−9.9%Worst dropSmaller is better−7.5%

15.2%VolatilityLower is calmer14.6%

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

0–7SRHQ wins

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

More Ways to See the Pairs

WBIL vs SRHQ: Top 5 Holdings

Today

WBIL

12.5%in top 5

SRHQ

in top 511.3%

WBILStockSRHQ

2.6%GTLBnot top 5

2.6%ZSnot top 5

2.5%VEEVnot top 5

2.5%AMGNnot top 5

not top 5HUM2.5%

not top 5QLYS2.5%

2.3%WSMnot top 5

not top 5CNC2.1%

not top 5CVLT2.1%

not top 5NSP2.1%

Held in common10.6%

End-of-day Nov 3, 2026 · share of each fund

WBIL vs SRHQ Returns, Every Period

WBI SharesWBIL

+10.0%

past year

SRHQSRH

+30.1%

past year

WBILSRHQFaded: behind in that period

0–3SRHQ wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

WBIL vs SRHQ

YTD

WBI SharesWBIL

+11.2%

SRHQSRH

+27.6%

+11.2%Year to date+27.6%

−9.9%Worst drop · 1Y−7.5%

15.2%Volatility · 1Y14.6%

0.0%Yield0.7%

$29.0MAssets$224M

4–0SRHQ wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: WBIL, SRHQ

Today

0.35%lowest, SRHQ

FundExpense ratioFee$10k

SRHQ0.35%$35

WBIL1.65%$165

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: WBIL, SRHQ

0.69%highest, SRHQ

FundTrailing yieldYield$10k

SRHQ0.69%$69

WBIL0.04%$4

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$34most kept, SRHQ

SRHQ$69 − $35 = $34

WBIL$4 − $165 = −$161

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: WBIL, SRHQ

Today

10.6%most shared, WBIL and SRHQ

WBILSRHQ

WBIL—10.6%

SRHQ10.6%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+30.1%SRHQ, at 14.6% volatility

SRHQWorst drop−7.5%14.6% vol

WBILWorst drop−9.9%15.2% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

SRHQWBIL

+27.6%Year to date+11.2%

0.7%Yield0.0%

+30.1%Past year+10.0%

0.35%Fee1.65%

4–0SRHQ wins

End-of-day Nov 3, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026