WBIL vs USMV

AWBIL

BUSMV

Measures won0–6USMV wins · of 6 · 5Y

$10,000 · 5Y$14,352USMV · WBIL $12,682

Lowest cost0.15%USMV · $15 on $10k

Most income1.37%USMV · $137 on $10k

Smallest drop−6.5%USMV · worst fall in 1Y

Held in common15.8%WBIL and USMV

WBIL

USMV

WBI BullBear Quality 3000 ETF · $29MiShares MSCI USA Min Vol Factor ETF · $24.1B

+11.6%3 years · per year$13,899 · $15,272+15.2%

+4.9%5 years · per year$12,682 · $14,352+7.5%

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

0.04%12-mo yield$4 · $137 on $10k1.37%

−9.9%Worst dropSmaller wins−6.5%

15.2%VolatilityLower wins8.6%

0–6USMV wins

$10,000 · 5 yearsOne scale

Shared top holdingsWBIL · USMV

2.2%BRK-B1.5%

2.3%KO1.3%

2.2%COR1.3%

2.3%V1.1%

Held in common15.8%

End-of-day Nov 3, 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	BUSMV	iShares MSCI USA Min Vol Factor ETFRead Desk		0.15%	1.37%	−0.3%	+10.2%	+11.9%	+15.2%	+7.5%	−6.5%	$24.1B
2	AWBIL	WBI BullBear Quality 3000 ETFRead Desk		1.65%	0.04%	−0.3%	+11.2%	+10.0%	+11.6%	+4.9%	−9.9%	$29M

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

Both

5Y2 funds

#			Trend
1	BUSMV	iShares MSCI USA Min Vol Factor ETFRead Desk		0.15%	1.37%	−0.3%	+10.2%	+11.9%	+15.2%	+7.5%	−6.5%	$24.1B
2	AWBIL	WBI BullBear Quality 3000 ETFRead Desk		1.65%	0.04%	−0.3%	+11.2%	+10.0%	+11.6%	+4.9%	−9.9%	$29M

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

Cards for this view

WBIL vs USMV

WBIL

WBI BullBear Quality 3000

$12,682

USMV

iShares MSCI USA Min Vol Factor

$14,352

MeasureWBILUSMV

Fee1.65%0.15%

Cost on $10k a year$165$15

Yield0.04%1.37%

5 years, per year+4.9%+7.5%

3 years, per year+11.6%+15.2%

Worst drop · 1Y−9.9%−6.5%

Volatility · 1Y15.2%8.6%

6–0measures won
USMV first

15.8%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

Overlap: WBIL, USMV

Today

15.8%most shared, WBIL and USMV

WBILUSMV

WBIL—15.8%

USMV15.8%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$122most kept, USMV

USMV$137 − $15 = $122

WBIL$4 − $165 = −$161

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee