Compare · 3 funds side by side · dividends reinvested

WBIL, USMV and IJH

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$14,154USMV · best of the three

02 / 04

WBIL, USMV and IJH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares MSCI USA Min Vol Factor ETFUS Stock Styles · Factor0.15%1.39%+8.6%+10.5%+13.7%+7.2%−6.5%9.1%$23.7B1.5

iShares Core S&P Mid-Cap ETFUS Stock Styles · Mid cap0.05%1.25%+9.5%+12.9%+16.5%+6.7%−8.8%15.5%$121B1.5

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 · USMV 2011 · IJH 2000

Head to Head

Swap sides Versus in desk

Head to Head

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

WBIL

USMV

iShares MSCI USA Min Vol Factor ETF · $23.7B$14,154

$10,000 five years ago, dividends reinvested · they hold 16.5% in common

WBILMeasureUSMV

+6.3%Year to dateJan 1 → Nov 6+8.6%

+5.6%1 yearTotal return+10.5%

+9.4%3 years · per year$10,000 became $13,077 · $14,709+13.7%

+4.3%5 years · per year$10,000 became $12,319 · $14,154+7.2%

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

0.04%Trailing 12-mo yield$5 · $139 a year on $10k1.39%

−11.5%Worst dropSmaller is better−6.5%

15.8%VolatilityLower is calmer9.1%

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

0–8USMV 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 USMV: Top 5 Holdings

Today

WBIL

12.6%in top 5

USMV

in top 58.0%

WBILStockUSMV

2.7%VEEVnot top 5

2.6%AMGNnot top 5

2.5%GTLBnot top 5

2.4%CBOEnot top 5

2.4%WSMnot top 5

not top 5MSFT1.6%

not top 5MCK1.6%

not top 5MSI1.6%

not top 5BRK-B1.6%

not top 5CB1.6%

Held in common16.5%

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

WBIL vs USMV Returns, Every Period

WBI SharesWBIL

+4.3%

5 years, per year

USMViShares

+7.2%

5 years, per year

WBILUSMVFaded: behind in that period

0–4USMV wins

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

WBIL vs USMV

YTD

WBI SharesWBIL

+6.3%

USMViShares

+8.6%

+6.3%Year to date+8.6%

−11.5%Worst drop · 1Y−6.5%

15.8%Volatility · 1Y9.1%

0.0%Yield1.4%

$27.9MAssets$23.7B

4–0USMV wins

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

Cost, Income and Risk

Fees: WBIL, USMV, IJH

Today

0.05%lowest, IJH

FundExpense ratioFee$10k

IJH0.05%$5

USMV0.15%$15

WBIL1.65%$165

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

Yields: WBIL, USMV, IJH

1.39%highest, USMV

FundTrailing yieldYield$10k

USMV1.39%$139

IJH1.25%$125

WBIL0.04%$5

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$124most kept, USMV

USMV$139 − $15 = $124

IJH$125 − $5 = $120

WBIL$5 − $165 = −$161

KeptFee

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

Overlap: WBIL, USMV, IJH

Today

16.5%most shared, WBIL and USMV

WBILUSMVIJH

WBIL—16.5%1.3%

USMV16.5%—1.1%

IJH1.3%1.1%—

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

Return vs Bumpiness: 3 ETFs

+12.9%IJH, at 15.5% volatility

USMVWorst drop−6.5%9.1% vol

IJHWorst drop−8.8%15.5% 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

USMVIJH

+8.6%Year to date+9.5%

1.4%Yield1.3%

+10.5%Past year+12.9%

0.15%Fee0.05%

3–1IJH wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026