Compare · 3 funds side by side · dividends reinvested

WBIL, USMV 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 incomeUSMV · 1.35% · $135 a year on $10k

Story of the three · RiskSmallest drop

WBIL, USMV and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares MSCI USA Min Vol Factor ETFUS Stock Styles · Factor0.15%1.35%+11.9%+13.3%+14.0%+7.7%−6.5%9.3%$24.3B1.3

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.37%−1.2%−2.8%+19.8%+9.8%−14.6%19.6%$117B2.3

WBI BullBear Quality 3000 ETFUS Stock Styles · Factor1.65%0.04%+8.6%+7.2%+9.6%+4.6%−11.5%15.8%$28M2.5

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 · USMV 2011 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

5Y

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

WBIL

USMV

iShares MSCI USA Min Vol Factor ETF · $24.3B$14,483

$10,000 five years ago, dividends reinvested · they hold 16.9% in common

WBIL

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

2.6%VEEVnot top 5

2.6%AMGNnot top 5

2.5%CBOEnot top 5

2.4%WSMnot top 5

2.4%CMEnot top 5

Cost, Income and Risk

Fees: WBIL, USMV, IWF

Today

0.15%lowest, USMV

FundExpense ratioFee$10k

USMV0.15%$15

IWF0.18%$18

WBIL1.65%$165

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

Yields: WBIL, USMV, 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%

Measure

USMV

+8.6%Year to dateJan 1 → Nov 11+11.9%

+7.2%1 yearTotal return+13.3%

+9.6%3 years · per year$10,000 became $13,155 · $14,817+14.0%

+4.6%5 years · per year$10,000 became $12,514 · $14,483+7.7%

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

0.04%Trailing 12-mo yield$4 · $135 a year on $10k1.35%

−11.5%Worst dropSmaller is better−6.5%

15.8%VolatilityLower is calmer9.3%

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

0–8USMV wins

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

not top 5MSFT1.6%

not top 5MSI1.6%

not top 5BRK-B1.6%

not top 5MCK1.6%

not top 5CB1.6%

Held in common16.9%

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

WBIL vs USMV Returns, Every Period

5Y

WBI SharesWBIL

+4.6%

5 years, per year

USMViShares

+7.7%

5 years, per year

WBILUSMVFaded: behind in that period

0–4USMV wins

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

WBIL vs USMV

YTD

WBI SharesWBIL

+8.6%

USMViShares

+11.9%

+8.6%Year to date+11.9%

−11.5%Worst drop · 1Y−6.5%

15.8%Volatility · 1Y9.3%

0.0%Yield1.4%

$27.9MAssets$24.3B

4–0USMV wins

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

1Y

1.35%highest, USMV

FundTrailing yieldYield$10k

USMV1.35%$135

IWF0.37%$37

WBIL0.04%$4

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

Income After Fees on $10,000

1Y

$120most kept, USMV

USMV$135 − $15 = $120

IWF$37 − $18 = $19

WBIL$4 − $165 = −$161

KeptFee

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

Overlap: WBIL, USMV, IWF

Today

22.6%most shared, USMV and IWF

WBILUSMVIWF

WBIL—16.9%10.9%

USMV16.9%—22.6%

IWF10.9%22.6%—

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

Return vs Bumpiness: 3 ETFs

1Y

+13.3%USMV, at 9.3% volatility

USMVWorst drop−6.5%9.3% 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

USMVWBIL

+11.9%Year to date+8.6%

1.4%Yield0.0%

+13.3%Past year+7.2%

0.15%Fee1.65%

4–0USMV 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%

$42.0BAssets$46.6B

1–1level

End-of-day Nov 11, 2026

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WBIL, USMV and IWF

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three