WBIL

ETFActive

WBI BullBear Quality 3000 ETF

Category: US Equity (9,528 funds)

Expense Ratio
1.55%
Annual Cost per $10K
$155.00
30-Year Fee Drag per $10K
$26,987
at 7% annual return
Fund Type
ETF
Active
Trailing 12-Month
-3.31%

Asset Allocation

US Equity
90%
Intl Equity
1%
Cash
9%

Fee Comparison

WBIL
1.55%
US Equity average
1.06%
US Equity cheapest
0.00%
Index benchmark
0.03%

46% more expensive than category average

Historical Returns

Monthly total returns (dividends reinvested) from SEC N-PORT filings · As of December 2025 · Updated quarterly

+21.02%3Y
Compare to

Fee Impact Calculator

$
%
WBIL at 1.55%$245,679
At index rates (0.03%)$377,424
Zero fees (theoretical)$380,613
Total fee drag$134,934
Cost vs index fund−$131,746

Similar Funds (100)

Ranked by allocation similarity weighted by fund size · Returns (dividends reinvested) from SEC N-PORT filings · As of December 2025

TickerNameER
WBILWBI BullBear Quality 3000 ETF1.55%
RICAXInvestment Co of America1.36%
JLGMXJPMorgan Large Cap Growth Fund0.94%
VSCAXInvesco Small Cap Value Fund1.35%
RRBGXT. Rowe Price Blue Chip Growth Fund, Inc.1.21%
MEGBXMFS Growth Fund1.58%
CDIRXColumbia Dividend Income Fund1.15%
RRGSXT. Rowe Price Growth Stock Fund, Inc.1.16%
QCGRFXCollege Retirement Equities Fund - Growth Account
PAMCXT. Rowe Price Mid-Cap Growth Fund, Inc.1.01%
NLSAXNeuberger Berman Long Short Fund1.68%
ABPRXAB LARGE CAP GROWTH FUND INC1.22%
FRDTXFranklin Rising Dividends Fund1.58%
OAZMXOakmark Fund0.63%
BDSAXBlackRock Advantage Small Cap Core Fund1.50%
QUACXAB Small Cap Growth Portfolio1.12%
FACGXFidelity Advisor Growth Opportunities Fund1.49%
DHLAXDIAMOND HILL LARGE CAP FUND0.96%
JHQAXJPMorgan Hedged Equity Fund0.82%
JGACXJPMorgan Growth Advantage Fund0.99%
JVMAXDisciplined Value Mid Cap Fund0.74%
EGFSXEdgewood Growth Fund1.25%
EAASXEaton Vance Atlanta Capital SMID-Cap Fund1.12%
MLRTXNYLI Winslow Large Cap Growth Fund1.04%
PASVXT. Rowe Price Small-Cap Value Fund, Inc.1.16%
LMPLXClearBridge Large Cap Growth Fund1.33%
FLMVXJPMorgan Mid Cap Value Fund1.09%
CIVVXCAUSEWAY INTERNATIONAL VALUE FUND1.10%
JGAQXJPMorgan Value Advantage Fund0.99%
CCIFXColumbia Seligman Technology and Information Fund0.91%
PLFMXLargeCap S&P 500 Index Fund1.29%
TQAAXT. Rowe Price Integrated U.S. Small-Cap Growth Equity Fund1.07%
PLCGXLargeCap Growth Fund I0.94%
JSECXJPMorgan Small Cap Equity Fund1.24%
JENIXThe Jensen Quality Growth Fund Inc1.26%
JCMAXJPMorgan Mid Cap Equity Fund1.09%
SVFIXSmead Value Fund0.90%
CIPMXChamplain MidCap Fund1.09%
OAZLXOakmark Select Fund0.73%
PASTXT. Rowe Price Science & Technology Fund, Inc.1.06%
PCSMXSmallCap Growth Fund I1.44%
PABVXMidCap Value Fund I1.19%
CSIEXCalvert Equity Fund0.90%
DCCAXMacquarie Small Cap Core Fund1.06%
RETSXTax-Managed U.S. Large Cap Fund0.91%
QLDProShares Ultra QQQ0.95%
LMPIXClearBridge Appreciation Fund1.00%
CIRRXCohen & Steers Real Estate Securities Fund1.25%
FUNCXVictory Pioneer Fundamental Growth Fund1.72%
JHDCXJPMorgan Hedged Equity 2 Fund1.35%
SHISXBlackRock Health Sciences Opportunities Portfolio1.15%
TGIRXThornburg International Equity Fund0.70%
MCVSXVictory Integrity Small-Cap Value Fund1.43%
GATEXGateway Fund0.94%
DEVLXMacquarie Small Cap Value Fund1.10%
FZAOXFidelity Advisor Small Cap Fund0.90%
JDERXPGIM Jennison Mid-Cap Growth Fund1.04%
CCASXCONESTOGA SMALL CAP FUND1.10%
LGLAXLord Abbett Growth Leaders Fund0.90%
SCDGXDWS Core Equity Fund1.24%
TWHIXHeritage Fund1.00%
FKARXFranklin Growth Opportunities Fund1.19%
AQEAXColumbia Disciplined Core Fund0.94%
HGORXTHE HARTFORD GROWTH OPPORTUNITIES FUND1.44%
CIPSXChamplain Small Company Fund1.24%
OWACXOld Westbury All Cap Core Fund0.96%
MEFAXMassMutual Mid Cap Growth Fund1.11%
AASRXAmerican Beacon Small Cap Value Fund0.77%
PRUAXPGIM Jennison Utility Fund0.82%
BAUAXBrown Advisory Small-Cap Fundamental Value Fund1.01%
FECCXFirst Eagle Small Cap Opportunity Fund1.26%
PPAInvesco Aerospace & Defense ETF0.58%
ANOGXSmall Cap Growth Fund0.94%
DHTAXDIAMOND HILL SELECT FUND1.16%
JSCHXJPMorgan Small Cap Blend Fund1.24%
CSMEXCarillon Scout Mid Cap Fund1.25%
FMGGXFranklin Small-Mid Cap Growth Fund0.84%
AAAGXTHRIVENT LARGE CAP GROWTH FUND1.04%
GARIXGotham Absolute Return Fund$1M min1.50%
EMLPFirst Trust North American Energy Infrastructure Fund0.95%
LMPOXClearBridge Small Cap Growth Fund1.48%
VVIPXVoya VACS Index Series S Portfolio
KINAXKinetics Internet Fund Feeder 11.51%
CALRXCalvert Small Cap Fund0.86%
BMDSXBaird Mid Cap Growth Fund1.06%
IARAXInvesco Real Estate Fund1.31%
TSCSXTHRIVENT SMALL CAP STOCK FUND0.78%
PARAXT. Rowe Price Retirement 2010 Fund0.74%
ASMMXInvesco Summit Fund1.23%
GTCSXSmall Cap Equity Portfolio0.94%
PHEIXT. Rowe Price Hedged Equity Fund0.47%
RSESXU.S. Strategic Equity Fund0.85%
SCSCXTouchstone Strategic Trust-Touchstone Large Cap Focused Fund0.98%
LCGRXLoomis Sayles Small Cap Growth Fund1.19%
FGSHXFidelity Growth Strategies Fund1.73%
GSPQXGoldman Sachs U.S. Equity Dividend and Premium Fund1.76%
SDGAXDWS Capital Growth Fund1.30%
LACAXColumbia Acorn Fund1.07%
CMUAXColumbia Select Mid Cap Value Fund1.13%
WWNPXKinetics Paradigm Fund Feeder 11.64%
FMIMXFMI Common Stock Fund0.98%

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