WBIL vs QUAL

AWBIL

BQUAL

Measures won0–6QUAL wins · of 6 · 5Y

$10,000 · 5Y$16,382QUAL · WBIL $12,319

Lowest cost0.15%QUAL · $15 on $10k

Most income2.80%QUAL · $280 on $10k

Smallest drop−9.0%QUAL · worst fall in 1Y

Held in common16.7%WBIL and QUAL

WBIL

QUAL

WBI BullBear Quality 3000 ETF · $29MiShares MSCI USA Quality Factor ETF · $47.5B

+9.4%3 years · per year$13,077 · $17,226+19.9%

+4.3%5 years · per year$12,319 · $16,382+10.4%

1.65%Expense ratio$165 · $15 on $10k · lower wins0.15%

0.04%12-mo yield$5 · $280 on $10k2.80%

−11.5%Worst dropSmaller wins−9.0%

15.8%VolatilityLower wins12.6%

0–6QUAL wins

$10,000 · 5 yearsOne scale

Shared top holdingsWBIL · QUAL

2.4%V3.7%

2.3%LLY4.4%

2.3%BRK-B2.1%

2.2%ROST1.5%

Held in common16.7%

End-of-day Nov 6, 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	BQUAL	iShares MSCI USA Quality Factor ETFRead Desk		0.15%	2.80%	+0.1%	+11.1%	+13.3%	+19.9%	+10.4%	−9.0%	$47.5B
2	AWBIL	WBI BullBear Quality 3000 ETFRead Desk		1.65%	0.04%	−1.1%	+6.3%	+5.6%	+9.4%	+4.3%	−11.5%	$29M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BQUAL	iShares MSCI USA Quality Factor ETFRead Desk		0.15%	2.80%	+0.1%	+11.1%	+13.3%	+19.9%	+10.4%	−9.0%	$47.5B
2	AWBIL	WBI BullBear Quality 3000 ETFRead Desk		1.65%	0.04%	−1.1%	+6.3%	+5.6%	+9.4%	+4.3%	−11.5%	$29M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

WBIL vs QUAL

WBIL

WBI BullBear Quality 3000

$12,319

QUAL

iShares MSCI USA Quality Factor

$16,382

MeasureWBILQUAL

Fee1.65%0.15%

Cost on $10k a year$165$15

Yield0.04%2.80%

5 years, per year+4.3%+10.4%

3 years, per year+9.4%+19.9%

Worst drop · 1Y−11.5%−9.0%

Volatility · 1Y15.8%12.6%

6–0measures won
QUAL first

16.7%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

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

Overlap: WBIL, QUAL

Today

16.7%most shared, WBIL and QUAL

WBILQUAL

WBIL—16.7%

QUAL16.7%—

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

Income After Fees on $10,000

$265most kept, QUAL

QUAL$280 − $15 = $265

WBIL$5 − $165 = −$161

KeptFee

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