Compare · 2 funds side by side · dividends reinvested

WBIL and USMV

WBILWBI Shares×USMViShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$14,352USMV · best of the two

02 / 04

WBIL and USMV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares MSCI USA Min Vol Factor ETFUS Stock Styles · Factor0.15%1.37%+10.2%+11.9%+15.2%+7.5%−6.5%8.6%$24.1B1.1

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 · USMV 2011

Head to Head

Swap sides Versus in desk

Head to Head

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

WBIL

USMV

iShares MSCI USA Min Vol Factor ETF · $24.1B$14,352

$10,000 five years ago, dividends reinvested · they hold 15.8% in common

WBILMeasureUSMV

+11.2%Year to dateJan 1 → Nov 3+10.2%

+10.0%1 yearTotal return+11.9%

+11.6%3 years · per year$10,000 became $13,899 · $15,272+15.2%

+4.9%5 years · per year$10,000 became $12,682 · $14,352+7.5%

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

0.04%Trailing 12-mo yield$4 · $137 a year on $10k1.37%

−9.9%Worst dropSmaller is better−6.5%

15.2%VolatilityLower is calmer8.6%

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

1–7USMV 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 USMV: Top 5 Holdings

Today

WBIL

12.5%in top 5

USMV

in top 57.7%

WBILStockUSMV

2.6%GTLBnot top 5

2.6%ZSnot top 5

2.5%VEEVnot top 5

2.5%AMGNnot top 5

2.3%WSMnot top 5

not top 5XOM1.6%

not top 5MSFT1.6%

not top 5CB1.5%

not top 5MSI1.5%

not top 5BRK-B1.5%

Held in common15.8%

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

WBIL vs USMV Returns, Every Period

WBI SharesWBIL

+4.9%

5 years, per year

USMViShares

+7.5%

5 years, per year

WBILUSMVFaded: behind in that period

1–3USMV wins

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

WBIL vs USMV

YTD

WBI SharesWBIL

+11.2%

USMViShares

+10.2%

+11.2%Year to date+10.2%

−9.9%Worst drop · 1Y−6.5%

15.2%Volatility · 1Y8.6%

0.0%Yield1.4%

$29.0MAssets$24.1B

3–1USMV wins

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

Cost, Income and Risk

Fees: WBIL, USMV

Today

0.15%lowest, USMV

FundExpense ratioFee$10k

USMV0.15%$15

WBIL1.65%$165

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

Yields: WBIL, USMV

1.37%highest, USMV

FundTrailing yieldYield$10k

USMV1.37%$137

WBIL0.04%$4

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

Income After Fees on $10,000

$122most kept, USMV

USMV$137 − $15 = $122

WBIL$4 − $165 = −$161

KeptFee

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

Overlap: WBIL, USMV

Today

15.8%most shared, WBIL and USMV

WBILUSMV

WBIL—15.8%

USMV15.8%—

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

Return vs Bumpiness: 2 ETFs

+11.9%USMV, at 8.6% volatility

USMVWorst drop−6.5%8.6% 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

USMVWBIL

+10.2%Year to date+11.2%

1.4%Yield0.0%

+11.9%Past year+10.0%

0.15%Fee1.65%

3–1USMV 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