AVGV vs. WBIG
AVGV (Avantis All Equity Markets Value ETF) and WBIG (WBI BullBear Yield 3000 ETF) are both Global Equities funds. Both are actively managed. Over the past 3 years, AVGV returned 20.17%/yr vs 6.08%/yr for WBIG. Their 0.79 correlation means they have sometimes moved together and sometimes differently. AVGV charges 0.26%/yr vs 1.14%/yr for WBIG.
Performance
AVGV vs. WBIG - Performance Comparison
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Returns By Period
In the year-to-date period, AVGV achieves a 19.44% return, which is significantly higher than WBIG's 12.79% return.
AVGV
- 1D
- 1.06%
- 1M
- 2.01%
- 6M
- 11.09%
- YTD
- 19.44%
- 1Y
- 35.33%
- 3Y*
- 20.17%
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- 21.39%
WBIG
- 1D
- 0.59%
- 1M
- 1.52%
- 6M
- 9.68%
- YTD
- 12.79%
- 1Y
- 22.20%
- 3Y*
- 6.08%
- 5Y*
- 1.28%
- 10Y*
- 4.32%
- ALL TIME*
- 1.93%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $5.38M | $4.64M | $3.97M | |
| $1.35M | $653.94K | $280.21K |
AVGV vs. WBIG - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | |
|---|---|---|---|---|
AVGV Avantis All Equity Markets Value ETF | 19.44% | 22.57% | 11.26% | 11.88% |
WBIG WBI BullBear Yield 3000 ETF | 12.79% | -0.39% | 5.87% | 1.54% |
Correlation
The correlation between AVGV and WBIG is 0.69, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.69 |
Correlation (3Y) Balances recent behavior with more history. | 0.80 |
Correlation (All Time) Calculated using the full available price history since Jun 29, 2023 | 0.79 |
The correlation between AVGV and WBIG shifts across timeframes, from 0.69 (1 year) to 0.80 (3 years), reflecting how their relationship changes across market environments.
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Return for Risk
AVGV vs. WBIG — Risk / Return Rank
AVGV
WBIG
AVGV vs. WBIG - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Avantis All Equity Markets Value ETF (AVGV) and WBI BullBear Yield 3000 ETF (WBIG). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| AVGV | WBIG | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.47 | ||
| Sortino ratioReturn per unit of downside risk | +0.55 | ||
| Omega ratioGain probability vs. loss probability | 1.49 | 1.41 | +0.08 |
| Calmar ratioReturn relative to maximum drawdown | 4.37 | 4.40 | -0.03 |
| Martin ratioReturn relative to average drawdown | 17.10 | 14.05 | +3.05 |
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Drawdowns
AVGV vs. WBIG - Drawdown Comparison
The maximum AVGV drawdown since its inception was -17.03%, smaller than the maximum WBIG drawdown of -25.32%. Use the drawdown chart below to compare losses from any high point for AVGV and WBIG.
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Drawdown Indicators
| AVGV | WBIG | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -17.03% | -25.32% | +8.29% |
Max Drawdown (1Y)Largest decline over 1 year | -8.12% | -5.06% | -3.06% |
Max Drawdown (3Y)Largest decline over 3 years | -17.03% | -20.20% | +3.17% |
Max Drawdown (5Y)Largest decline over 5 years | — | -25.32% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -25.32% | — |
Current DrawdownCurrent decline from peak | 0.00% | -1.22% | +1.22% |
Average DrawdownAverage peak-to-trough decline | -2.23% | -10.81% | +8.58% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.07% | 1.58% | +0.49% |
Volatility
AVGV vs. WBIG - Volatility Comparison
Avantis All Equity Markets Value ETF (AVGV) and WBI BullBear Yield 3000 ETF (WBIG) have volatilities of 3.10% and 2.99%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| AVGV | WBIG | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.10% | 2.99% | +0.11% |
Volatility (6M)Calculated over the trailing 6-month period | 10.27% | 7.03% | +3.24% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.24% | 10.07% | +3.17% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.87% | 11.97% | +2.90% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 14.87% | 11.58% | +3.29% |
AVGV vs. WBIG - Expense Ratio Comparison
AVGV has a 0.26% expense ratio, which is lower than WBIG's 1.14% expense ratio.
Dividends
AVGV vs. WBIG - Dividend Comparison
AVGV's dividend yield for the trailing twelve months is around 1.60%, more than WBIG's 0.98% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AVGV Avantis All Equity Markets Value ETF | 1.60% | 1.98% | 2.32% | 1.14% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
WBIG WBI BullBear Yield 3000 ETF | 0.98% | 1.74% | 2.05% | 1.74% | 1.29% | 2.94% | 0.90% | 1.87% | 1.20% | 1.27% | 0.96% | 1.41% |
Frequently Asked Questions
AVGV and WBIG have a correlation of 0.69, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
AVGV has higher volatility (3.10%) compared to WBIG (2.99%). In terms of maximum drawdown, AVGV dropped -17.03% vs WBIG's -25.32%.
On 3-year performance, AVGV leads with 20.17% vs 6.08% for WBIG. On fees, AVGV is cheaper at 0.26% per year. On volatility, WBIG has been the lower-risk option at 2.99%. The better choice depends on whether you care most about return, fees, risk, or income.
Over the 3-year period, AVGV has performed better with a 20.17% return vs 6.08%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.
AVGV is cheaper with a 0.26% expense ratio, compared with 1.14% for WBIG.
AVGV has the higher dividend yield at 1.60%, compared with 0.98% for WBIG.
They also come from different issuers: Avantis and WBI. Their fees differ too: 0.26% for AVGV and 1.14% for WBIG.
AVGV currently has the higher Sharpe Ratio (2.69 vs 2.22), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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