BCGD vs. WBIG
BCGD (Baron Global Durable Advantage ETF) and WBIG (WBI BullBear Yield 3000 ETF) are both Global Equities funds. Both are actively managed. A 0.62 correlation means they provide meaningful diversification when combined. BCGD charges 0.75%/yr vs 1.14%/yr for WBIG.
Performance
BCGD vs. WBIG - Performance Comparison
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Returns By Period
In the year-to-date period, BCGD achieves a 1.16% return, which is significantly lower than WBIG's 9.67% return.
BCGD
- 1D
- -1.94%
- 1M
- -1.27%
- YTD
- 1.16%
- 6M
- 1.10%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
WBIG
- 1D
- -0.58%
- 1M
- 3.64%
- YTD
- 9.67%
- 6M
- 8.81%
- 1Y
- 19.97%
- 3Y*
- 5.76%
- 5Y*
- 1.17%
- 10Y*
- 4.07%
BCGD vs. WBIG - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
BCGD Baron Global Durable Advantage ETF | 1.16% | 1.64% |
WBIG WBI BullBear Yield 3000 ETF | 9.67% | -0.59% |
Correlation
The correlation between BCGD and WBIG is 0.62, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (All Time) Calculated using the full available price history since Dec 15, 2025 | 0.62 |
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Return for Risk
BCGD vs. WBIG — Risk / Return Rank
BCGD
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
WBIG
BCGD vs. WBIG - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Baron Global Durable Advantage ETF (BCGD) 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.
| BCGD | WBIG | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | — | 1.36 | — |
| Calmar ratioReturn relative to maximum drawdown | — | 3.96 | — |
| Martin ratioReturn relative to average drawdown | — | 12.33 | — |
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Drawdowns
BCGD vs. WBIG - Drawdown Comparison
The maximum BCGD drawdown since its inception was -13.79%, smaller than the maximum WBIG drawdown of -25.32%. Use the drawdown chart below to compare losses from any high point for BCGD and WBIG.
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Drawdown Indicators
| BCGD | WBIG | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -13.79% | -25.32% | +11.53% |
Max Drawdown (1Y)Largest decline over 1 year | — | -5.06% | — |
Max Drawdown (3Y)Largest decline over 3 years | — | -20.20% | — |
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 | -3.14% | -3.95% | +0.81% |
Average DrawdownAverage peak-to-trough decline | -3.06% | -10.89% | +7.83% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | — | 1.62% | — |
Volatility
BCGD vs. WBIG - Volatility Comparison
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Volatility by Period
| BCGD | WBIG | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | — | 3.77% | — |
Volatility (6M)Calculated over the trailing 6-month period | — | 6.95% | — |
Volatility (1Y)Calculated over the trailing 1-year period | 18.46% | 10.12% | +8.34% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.46% | 12.05% | +6.41% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.46% | 11.57% | +6.89% |
BCGD vs. WBIG - Expense Ratio Comparison
BCGD has a 0.75% expense ratio, which is lower than WBIG's 1.14% expense ratio.
Dividends
BCGD vs. WBIG - Dividend Comparison
BCGD has not paid dividends to shareholders, while WBIG's dividend yield for the trailing twelve months is around 1.20%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BCGD Baron Global Durable Advantage ETF | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
WBIG WBI BullBear Yield 3000 ETF | 1.20% | 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
BCGD and WBIG have a correlation of 0.62, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, BCGD is cheaper at 0.75% per year. The better choice depends on whether you care most about return, fees, risk, or income.
BCGD is cheaper with a 0.75% expense ratio, compared with 1.14% for WBIG.
WBIG has the higher dividend yield at 1.20%, compared with 0.00% for BCGD.
They also come from different issuers: Baron Capital and WBI. Their fees differ too: 0.75% for BCGD and 1.14% for WBIG.
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