Compare · 3 funds side by side · dividends reinvested

WBIL, VUG and IWF

WBILWBI Shares×VUGVanguard×IWFiShares×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,124VUG · best of the three

02 / 04

WBIL, VUG and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.42%+1.4%+0.2%+22.6%+10.0%−15.1%19.0%$233B1.6

WBI BullBear Quality 3000 ETFUS Stock Styles · Factor1.65%0.04%+6.3%+5.6%+9.4%+4.3%−11.5%15.8%$29M2.0

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.39%−5.3%−6.5%+19.4%+9.1%−14.6%19.4%$113B2.4

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

End-of-day Nov 6, 2026 · returns include dividends · since: WBIL 2014 · VUG 2004 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

WBI BullBear Quality 3000 ETF · $29M$12,319

WBIL

VUG

Vanguard Morningstar Growth ETF · $233B$16,124

$10,000 five years ago, dividends reinvested · they hold 8.5% in common

WBILMeasureVUG

+6.3%Year to dateJan 1 → Nov 6+1.4%

+5.6%1 yearTotal return+0.2%

+9.4%3 years · per year$10,000 became $13,077 · $18,415+22.6%

+4.3%5 years · per year$10,000 became $12,319 · $16,124+10.0%

1.65%Expense ratio$165 · $3 a year on $10k · lower is better0.03%

0.04%Trailing 12-mo yield$5 · $42 a year on $10k0.42%

−11.5%Worst dropSmaller is better−15.1%

15.8%VolatilityLower is calmer19.0%

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

4–4Level

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 VUG: Top 5 Holdings

Today

WBIL

12.6%in top 5

VUG

in top 545.2%

WBILStockVUG

not top 5NVDA13.5%

not top 5AAPL12.5%

not top 5MSFT9.7%

not top 5GOOGL5.2%

not top 5AVGO4.3%

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

Held in common8.5%

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

WBIL vs VUG Returns, Every Period

WBI SharesWBIL

+4.3%

5 years, per year

VUGVanguard

+10.0%

5 years, per year

WBILVUGFaded: behind in that period

2–2Level

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

WBIL vs VUG

YTD

WBI SharesWBIL

+6.3%

VUGVanguard

+1.4%

+6.3%Year to date+1.4%

−11.5%Worst drop · 1Y−15.1%

15.8%Volatility · 1Y19.0%

0.0%Yield0.4%

$29.2MAssets$233B

3–1WBIL wins

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

Cost, Income and Risk

Fees: WBIL, VUG, IWF

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

IWF0.18%$18

WBIL1.65%$165

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

Yields: WBIL, VUG, IWF

0.42%highest, VUG

FundTrailing yieldYield$10k

VUG0.42%$42

IWF0.39%$39

WBIL0.04%$5

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

Income After Fees on $10,000

$39most kept, VUG

VUG$42 − $3 = $39

IWF$39 − $18 = $21

WBIL$5 − $165 = −$161

KeptFee

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

Overlap: WBIL, VUG, IWF

Today

78.0%most shared, VUG and IWF

WBILVUGIWF

WBIL—8.5%11.4%

VUG8.5%—78.0%

IWF11.4%78.0%—

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

Return vs Bumpiness: 3 ETFs

+5.6%WBIL, at 15.8% volatility

WBILWorst drop−11.5%15.8% vol

VUGWorst drop−15.1%19.0% vol

IWFWorst drop−14.6%19.4% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

VUGWBIL

+1.4%Year to date+6.3%

0.4%Yield0.0%

+0.2%Past year+5.6%

0.03%Fee1.65%

2–2level

End-of-day Nov 6, 2026

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

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

$233BAssets$59.1B

1–1level

End-of-day Nov 6, 2026

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