WBIL vs IWF

AWBIL

BIWF

Measures won2–4IWF wins · of 6 · 5Y

$10,000 · 5Y$15,330IWF · WBIL $12,389

Lowest cost0.18%IWF · $18 on $10k

Most income0.39%IWF · $39 on $10k

Smallest drop−10.5%WBIL · worst fall in 1Y

Held in common11.3%WBIL and IWF

WBIL

IWF

WBI BullBear Quality 3000 ETF · $29MiShares Russell 1000 Growth ETF · $121B

+10.1%3 years · per year$13,335 · $17,073+19.5%

+4.4%5 years · per year$12,389 · $15,330+8.9%

1.65%Expense ratio$165 · $18 on $10k · lower wins0.18%

0.04%12-mo yield$4 · $39 on $10k0.39%

−10.5%Worst dropSmaller wins−14.6%

15.8%VolatilityLower wins19.3%

2–4IWF wins

$10,000 · 5 yearsOne scale

Shared top holdingsWBIL · IWF

2.4%V2.3%

2.3%LLY3.5%

1.8%PLTR1.2%

0.9%TXN0.9%

Held in common11.3%

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

Both

5Y2 funds

#			Trend
1	BIWF	iShares Russell 1000 Growth ETFRead Desk		0.18%	0.39%	−6.4%	−6.5%	−7.6%	+19.5%	+8.9%	−14.6%	$120.5B
2	AWBIL	WBI BullBear Quality 3000 ETFRead Desk		1.65%	0.04%	−4.3%	+7.5%	+7.5%	+10.1%	+4.4%	−10.5%	$29M

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

Both

5Y2 funds

#			Trend
1	BIWF	iShares Russell 1000 Growth ETFRead Desk		0.18%	0.39%	−6.4%	−6.5%	−7.6%	+19.5%	+8.9%	−14.6%	$120.5B
2	AWBIL	WBI BullBear Quality 3000 ETFRead Desk		1.65%	0.04%	−4.3%	+7.5%	+7.5%	+10.1%	+4.4%	−10.5%	$29M

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

Cards for this view

WBIL vs IWF

WBIL

WBI BullBear Quality 3000

$12,389

IWF

iShares Russell 1000 Growth

$15,330

MeasureWBILIWF

Fee1.65%0.18%

Cost on $10k a year$165$18

Yield0.04%0.39%

5 years, per year+4.4%+8.9%

3 years, per year+10.1%+19.5%

Worst drop · 1Y−10.5%−14.6%

Volatility · 1Y15.8%19.3%

4–2measures won
IWF first

11.3%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+0.5%

SCHGSchwab

+0.9%

+0.5%Year to date+0.9%

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

$233BAssets$62.5B

1–1level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: WBIL, IWF

Today

11.3%most shared, WBIL and IWF

WBILIWF

WBIL—11.3%

IWF11.3%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$21most kept, IWF

IWF$39 − $18 = $21

WBIL$4 − $165 = −$161

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee