IVV vs WBIL

AIVV

BWBIL

Measures won6–0IVV wins · of 6 · 5Y

$10,000 · 5Y$17,545IVV · VOO $17,543

Lowest cost0.03%IVV · $3 on $10k

Most income1.11%IVV · $111 on $10k

Smallest drop−8.9%IVV · worst fall in 1Y

Held in common10.4%IVV and WBIL

IVV

WBIL

iShares Core S&P 500 ETF · $853BWBI BullBear Quality 3000 ETF · $28M

+22.0%3 years · per year$18,159 · $13,109+9.4%

+11.9%5 years · per year$17,545 · $12,434+4.5%

0.03%Expense ratio$3 · $165 on $10k · lower wins1.65%

1.11%12-mo yield$111 · $4 on $10k0.04%

−8.9%Worst dropSmaller wins−11.5%

13.8%VolatilityLower wins15.8%

6–0IVV wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsIVV · WBIL

1.7%LLY2.3%

1.7%BRK-B2.3%

1.1%V2.4%

0.7%COST2.3%

Held in common10.4%

End-of-day Nov 9, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#
1	AIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.11%	+2.4%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$852.9B
2	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.07%	+2.3%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$1.00T
3	BWBIL	WBI BullBear Quality 3000 ETFRead Desk	1.65%	0.04%	+1.2%	+7.5%	+7.8%	+9.4%	+4.5%	−11.5%	$28M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	AIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.11%	+2.4%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$852.9B
2	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.07%	+2.3%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$1.00T
3	BWBIL	WBI BullBear Quality 3000 ETFRead Desk	1.65%	0.04%	+1.2%	+7.5%	+7.8%	+9.4%	+4.5%	−11.5%	$28M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

IVV vs WBIL

IVV

iShares Core S&P 500

$17,545

WBIL

WBI BullBear Quality 3000

$12,434

MeasureIVVWBIL

Fee0.03%1.65%

Cost on $10k a year$3$165

Yield1.11%0.04%

5 years, per year+11.9%+4.5%

3 years, per year+22.0%+9.4%

Worst drop · 1Y−8.9%−11.5%

Volatility · 1Y13.8%15.8%

6–0measures won
IVV first

10.4%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

Overlap: IVV, WBIL, VOO

Today

92.7%most shared, IVV and VOO

IVVWBILVOO

IVV—10.4%92.7%

WBIL10.4%—9.1%

VOO92.7%9.1%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$108most kept, IVV

IVV$111 − $3 = $108

VOO$107 − $3 = $104

WBIL$4 − $165 = −$161

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee