TACU vs WBIL

TACUAT. Rowe Price Active Core U.S. Equity ETF

WBILDWBI BullBear Quality 3000 ETF

In short

TACU T. Rowe Price's quant-plus-fundamental take on core large-cap U.S. stock, benchmarked to the Russell 1000. Gross fee 0.14%, fully waived to zero through January 30, 2027.

WBIL Most equity funds ride the drop out. WBIL is built to sell into it: nightly quality screens pick the names, a tightening trailing stop decides when they go, and cash counts as a position. An active, risk-managed spin on the Russell 3000 universe, priced accordingly.

Stated mandate

TACU The fund seeks long-term capital growth through a primarily U.S. equity portfolio. It combines quantitative models with fundamental, bottom-up analysis and seeks excess returns relative to the Russell 1000 Index.

WBIL The Fund seeks long-term capital appreciation and potential current income while also seeking to protect principal during unfavorable market conditions.

Why people hold it

• TACU Fee fully waived: 0.14% gross, zero net through January 30, 2027. That sits below every top-scoring peer in the category, including DFAU at 0.12% with no waiver.troweprice.com
• Quant models feed bottom-up stock picking with tilts to profitability, quality and value, chasing excess return over the Russell 1000 while holding tracking error tight.troweprice.com
• Several hundred large-cap names, so no single position runs the show. One of the stronger profiles in a crowded active U.S. equity field.troweprice.com

• WBIL Stock picks come from nightly screens for quality fundamentals, reasonable value, positive revenue and earnings trends, and price momentum, not index weights.wbietfs.comwbietfs.com 2
• Every holding gets a price goal and a stop allowance at purchase. The stop tightens as the stock climbs; if it is hit, the position is sold.wbietfs.com
• Cash is a deliberate output. When the trend models flag risk, the process builds cash instead of staying fully invested.wbietfs.com
• Running since 2014, from a manager that has used trend models for decades, so the discipline has been through real bear markets.wbishares.com

Worth knowing

• TACU Launched in December 2025, so the live record is short and the risk read rests on limited history.
• Still a small fund that trades lightly, which can mean wider spreads than the category's giants.
• Distributions are annual at most, with no declared income target. This is a growth mandate, not a cash-flow one.

• WBIL At 1.45% a year, this is a premium price tag. Core active rivals like DFAU and FELC charge a small fraction of that.
• Small asset base and light trading volume mean wider spreads and more price impact on large orders than a mainstream core fund.
• Selling into weakness cuts both ways: stops can exit just before a rebound, and turnover runs high. Payouts come annually or semiannually, not quarterly.wbietfs.com

Full TACU profile⁠

Full WBIL profile⁠