AZTD vs. WBIG
AZTD (Aztlan Global Stock Selection Dm SMID ETF) and WBIG (WBI BullBear Yield 3000 ETF) are both Global Equities funds. AZTD is passively managed, while WBIG is actively managed. Over the past 3 years, AZTD returned 17.68%/yr vs 6.44%/yr for WBIG. A 0.68 correlation means they provide meaningful diversification when combined. AZTD charges 0.75%/yr vs 1.14%/yr for WBIG.
Performance
AZTD vs. WBIG - Performance Comparison
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Returns By Period
In the year-to-date period, AZTD achieves a 13.87% return, which is significantly higher than WBIG's 9.05% return.
AZTD
- 1D
- 0.93%
- 1M
- 0.74%
- YTD
- 13.87%
- 6M
- 15.86%
- 1Y
- 25.47%
- 3Y*
- 17.68%
- 5Y*
- —
- 10Y*
- —
WBIG
- 1D
- 0.36%
- 1M
- 3.86%
- YTD
- 9.05%
- 6M
- 8.24%
- 1Y
- 20.44%
- 3Y*
- 6.44%
- 5Y*
- 0.69%
- 10Y*
- 3.86%
AZTD vs. WBIG - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
AZTD Aztlan Global Stock Selection Dm SMID ETF | 13.87% | 25.46% | 6.87% | 10.34% | -1.54% |
WBIG WBI BullBear Yield 3000 ETF | 9.05% | -0.39% | 5.87% | -2.68% | -10.48% |
Correlation
The correlation between AZTD and WBIG is 0.66, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.66 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.69 |
Correlation (All Time) Calculated using the full available price history since Aug 19, 2022 | 0.68 |
The correlation between AZTD and WBIG has been stable across timeframes, ranging from 0.66 to 0.69 - a consistent structural relationship.
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Return for Risk
AZTD vs. WBIG — Risk / Return Rank
AZTD
WBIG
AZTD vs. WBIG - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Aztlan Global Stock Selection Dm SMID ETF (AZTD) 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.
| AZTD | WBIG | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.61 | ||
| Sortino ratioReturn per unit of downside risk | -0.87 | ||
| Omega ratioGain probability vs. loss probability | 1.26 | 1.38 | -0.13 |
| Calmar ratioReturn relative to maximum drawdown | 2.29 | 4.05 | -1.77 |
| Martin ratioReturn relative to average drawdown | 7.58 | 12.76 | -5.18 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| AZTD | WBIG | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.48 | 2.08 | -0.61 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | 0.06 | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.34 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.77 | 0.15 | +0.63 |
Drawdowns
AZTD vs. WBIG - Drawdown Comparison
The maximum AZTD drawdown since its inception was -16.75%, smaller than the maximum WBIG drawdown of -25.32%. Use the drawdown chart below to compare losses from any high point for AZTD and WBIG.
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Drawdown Indicators
| AZTD | WBIG | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -16.75% | -25.32% | +8.57% |
Max Drawdown (1Y)Largest decline over 1 year | -11.19% | -5.06% | -6.13% |
Max Drawdown (3Y)Largest decline over 3 years | -16.75% | -20.20% | +3.45% |
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 | -1.93% | -4.50% | +2.57% |
Average DrawdownAverage peak-to-trough decline | -3.87% | -10.92% | +7.05% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.37% | 1.61% | +1.76% |
Volatility
AZTD vs. WBIG - Volatility Comparison
Aztlan Global Stock Selection Dm SMID ETF (AZTD) has a higher volatility of 5.06% compared to WBI BullBear Yield 3000 ETF (WBIG) at 3.42%. This indicates that AZTD's price experiences larger fluctuations and is considered to be riskier than WBIG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| AZTD | WBIG | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.06% | 3.42% | +1.64% |
Volatility (6M)Calculated over the trailing 6-month period | 13.09% | 6.58% | +6.51% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.35% | 9.87% | +7.48% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.55% | 12.05% | +6.50% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.55% | 11.55% | +7.00% |
AZTD vs. WBIG - Expense Ratio Comparison
AZTD has a 0.75% expense ratio, which is lower than WBIG's 1.14% expense ratio.
Dividends
AZTD vs. WBIG - Dividend Comparison
AZTD's dividend yield for the trailing twelve months is around 0.92%, less than WBIG's 1.21% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AZTD Aztlan Global Stock Selection Dm SMID ETF | 0.92% | 1.05% | 1.87% | 0.12% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
WBIG WBI BullBear Yield 3000 ETF | 1.21% | 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
AZTD and WBIG have a correlation of 0.66, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
AZTD has higher volatility (5.06%) compared to WBIG (3.42%). In terms of maximum drawdown, AZTD dropped -16.75% vs WBIG's -25.32%.
On 3-year performance, AZTD leads with 17.68% vs 6.44% for WBIG. On fees, AZTD is cheaper at 0.75% per year. On volatility, WBIG has been the lower-risk option at 3.42%. The better choice depends on whether you care most about return, fees, risk, or income.
Over the 3-year period, AZTD has performed better with a 17.68% return vs 6.44%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.
AZTD is cheaper with a 0.75% expense ratio, compared with 1.14% for WBIG.
WBIG has the higher dividend yield at 1.21%, compared with 0.92% for AZTD.
They also come from different issuers: Aztlan and WBI. Their fees differ too: 0.75% for AZTD and 1.14% for WBIG.
WBIG currently has the higher Sharpe Ratio (2.08 vs 1.48), 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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