Compare · 3 funds side by side · dividends reinvested

WBIL, SRHQ and IWF

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$15,927IWF · best of the three

Story of the three · IncomeMost incomeSRHQ · 0.68% · $68 a year on $10k

Story of the three · RiskSmallest drop

WBIL, SRHQ and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

SRH U.S. Quality GARP ETFUS Stock Styles · Factor0.35%0.68%+30.0%+32.0%+21.9%[…]−7.5%14.9%$236M1.1

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.37%−1.2%−2.8%+19.8%+9.8%−14.6%19.6%$119B2.3

WBI BullBear Quality 3000 ETFUS Stock Styles · Factor1.65%0.04%+8.6%+7.2%+9.6%+4.6%−11.5%15.8%$28M2.4

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 11, 2026 · returns include dividends · since: WBIL 2014 · SRHQ 2022 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

5Y

WBI BullBear Quality 3000 ETF · $28M$12,514

WBIL

SRHQ

SRH U.S. Quality GARP ETF · $236M[…]

$10,000 five years ago, dividends reinvested · they hold 13.7% in common

WBILMeasure

More Ways to See the Pairs

WBIL vs SRHQ: Top 5 Holdings

Today

WBIL

12.6%in top 5

SRHQ

in top 511.2%

WBILStockSRHQ

not top 5HUM2.6%

2.6%VEEVnot top 5

2.6%AMGNnot top 5

2.5%CBOEnot top 5

2.4%WSMnot top 5

Cost, Income and Risk

Fees: WBIL, SRHQ, IWF

Today

0.18%lowest, IWF

FundExpense ratioFee$10k

IWF0.18%$18

SRHQ0.35%$35

WBIL1.65%$165

End-of-day Nov 11, 2026 · fee on $10,000 a year

Yields: WBIL, SRHQ, IWF

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+5.1%

SCHGSchwab

+5.9%

+5.1%Year to date+5.9%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$61.0B

1–1level

End-of-day Nov 11, 2026

SCHD vs VIG

YTD

SchwabSCHD

+34.6%

VIGVanguard

+16.0%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.1%

JEPIJ.P. Morgan

+8.6%

SRHQ

+8.6%Year to dateJan 1 → Nov 11+30.0%

+7.2%1 yearTotal return+32.0%

+9.6%3 years · per year$10,000 became $13,155 · $18,127+21.9%

+4.6%5 years · per year$10,000 became $12,514 · […][…]

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

0.04%Trailing 12-mo yield$4 · $68 a year on $10k0.68%

−11.5%Worst dropSmaller is better−7.5%

15.8%VolatilityLower is calmer14.9%

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

0–7SRHQ wins

End-of-day Nov 11, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

2.4%CMEnot top 5

not top 5CVLT2.3%

not top 5CNC2.2%

not top 5QLYS2.1%

not top 5NSP2.0%

Held in common13.7%

End-of-day Nov 11, 2026 · share of each fund

WBIL vs SRHQ Returns, Every Period

1Y

WBI SharesWBIL

+7.2%

past year

SRHQSRH

+32.0%

past year

WBILSRHQFaded: behind in that period

0–3SRHQ wins

End-of-day Nov 11, 2026 · dividends in · faded = behind in that period

WBIL vs SRHQ

YTD

WBI SharesWBIL

+8.6%

SRHQSRH

+30.0%

+8.6%Year to date+30.0%

−11.5%Worst drop · 1Y−7.5%

15.8%Volatility · 1Y14.9%

0.0%Yield0.7%

$27.9MAssets$236M

4–0SRHQ wins

End-of-day Nov 11, 2026 · smaller drop and lower volatility win

1Y

0.68%highest, SRHQ

FundTrailing yieldYield$10k

SRHQ0.68%$68

IWF0.37%$37

WBIL0.04%$4

End-of-day Nov 11, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$33most kept, SRHQ

SRHQ$68 − $35 = $33

IWF$37 − $18 = $19

WBIL$4 − $165 = −$161

KeptFee

End-of-day Nov 11, 2026 · yield in dollars minus the fee

Overlap: WBIL, SRHQ, IWF

Today

13.7%most shared, WBIL and SRHQ

WBILSRHQIWF

WBIL—13.7%10.9%

SRHQ13.7%—2.0%

IWF10.9%2.0%—

End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+32.0%SRHQ, at 14.9% volatility

SRHQWorst drop−7.5%14.9% vol

WBILWorst drop−11.5%15.8% vol

IWFWorst drop−14.6%19.6% vol

End-of-day Nov 11, 2026 · up and left is better

Paid More vs Made More

YTD

SRHQWBIL

+30.0%Year to date+8.6%

0.7%Yield0.0%

+32.0%Past year+7.2%

0.35%Fee1.65%

4–0SRHQ wins

End-of-day Nov 11, 2026

+34.6%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 11, 2026

+8.1%Year to date+8.6%

12.2%Yield7.8%

$41.8BAssets$46.8B

1–1level

End-of-day Nov 11, 2026

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WBIL, SRHQ and IWF

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three