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. Their 0.57 correlation means they have sometimes moved together and sometimes differently. 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 3.63% return, which is significantly lower than WBIG's 12.13% return.
BCGD
- 1D
- 2.20%
- 1M
- -0.20%
- 6M
- 1.75%
- YTD
- 3.63%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- —
WBIG
- 1D
- -0.37%
- 1M
- 0.92%
- 6M
- 9.66%
- YTD
- 12.13%
- 1Y
- 21.48%
- 3Y*
- 5.38%
- 5Y*
- 1.61%
- 10Y*
- 4.31%
- ALL TIME*
- 1.88%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $36.54K | $38.24K | $62.16K | |
| $1.34M | $652.73K | $275.77K |
BCGD vs. WBIG - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
BCGD Baron Global Durable Advantage ETF | 3.63% | 1.64% |
WBIG WBI BullBear Yield 3000 ETF | 12.13% | -0.59% |
Correlation
The correlation between BCGD and WBIG is 0.57, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.
| Correlation | |
|---|---|
Correlation (All Time) Calculated using the full available price history since Dec 15, 2025 | 0.57 |
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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 | — | 1.37 | — |
| Calmar ratioReturn relative to maximum drawdown | — | 4.06 | — |
| Martin ratioReturn relative to average drawdown | — | 12.97 | — |
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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 | -1.96% | -1.80% | -0.16% |
Average DrawdownAverage peak-to-trough decline | -2.91% | -10.81% | +7.90% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | — | 1.58% | — |
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 | — | 2.94% | — |
Volatility (6M)Calculated over the trailing 6-month period | — | 7.01% | — |
Volatility (1Y)Calculated over the trailing 1-year period | 18.00% | 10.11% | +7.89% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.00% | 11.98% | +6.02% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.00% | 11.58% | +6.42% |
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 0.99%.
| 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 | 0.99% | 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 0.57, 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 0.99%, 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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