RGEF vs. WBIF

Last updated Aug 2, 2026

RGEF (Rockefeller Global Equity ETF) and WBIF (WBI BullBear Value 3000 ETF) are both Global Equities funds. Both are actively managed. Over the past year, RGEF returned 25.84% vs 23.62% for WBIF. Their 0.67 correlation means they have sometimes moved together and sometimes differently. RGEF charges 0.55%/yr vs 1.25%/yr for WBIF.

Performance

RGEF vs. WBIF - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Rockefeller Global Equity ETF (RGEF) and WBI BullBear Value 3000 ETF (WBIF). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, RGEF achieves a 13.49% return, which is significantly lower than WBIF's 15.50% return.

RGEF

• 1D: 0.96%
• 1M: 0.16%
• 6M: 8.95%
• YTD: 13.49%
• 1Y: 25.84%
• 3Y*: —
• 5Y*: —
• 10Y*: —
• ALL TIME*: 21.32%

WBIF

• 1D: -0.37%
• 1M: 0.25%
• 6M: 12.52%
• YTD: 15.50%
• 1Y: 23.62%
• 3Y*: 7.72%
• 5Y*: 3.56%
• 10Y*: 5.87%
• ALL TIME*: 3.91%

*Multi-year figures are annualized to reflect compound growth (CAGR)

Liquidity Comparison

Position	Avg. Volume Value (2W)	Avg. Volume Value (1M)	Avg. Volume Value (3M)
RGEF Rockefeller Global Equity ETF	$324.99K	$333.68K	$285.17K
WBIF WBI BullBear Value 3000 ETF	$828.17K	$406.02K	$174.16K

RGEF vs. WBIF - Yearly Performance Comparison

	2026 (YTD)	2025	2024
RGEF Rockefeller Global Equity ETF	13.49%	25.37%	-1.33%
WBIF WBI BullBear Value 3000 ETF	15.50%	9.16%	-1.50%

Correlation

The correlation between RGEF and WBIF is 0.65, 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.	0.65
Correlation (All Time) Calculated using the full available price history since Oct 28, 2024	0.67

The correlation between RGEF and WBIF has been stable across timeframes, ranging from 0.65 to 0.67 - a consistent structural relationship.

Return for Risk

RGEF vs. WBIF — Risk / Return Rank

Compare historical risk-adjusted metric ranks over the past 12 months.

RGEF

RGEF Risk / Return Rank: 69
RGEF Sharpe Ratio Rank: 67
RGEF Sortino Ratio Rank: 67
RGEF Omega Ratio Rank: 63
RGEF Calmar Ratio Rank: 69
RGEF Martin Ratio Rank: 78

WBIF

WBIF Risk / Return Rank: 80
WBIF Sharpe Ratio Rank: 77
WBIF Sortino Ratio Rank: 79
WBIF Omega Ratio Rank: 75
WBIF Calmar Ratio Rank: 86
WBIF Martin Ratio Rank: 85

The rank (0–100) uses a weighted average of the Sharpe, Sortino, Omega, Calmar, and Martin percentile ranks for the trailing 12 months. Higher means stronger historical risk-adjusted performance within the peer group.

RGEF vs. WBIF - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Rockefeller Global Equity ETF (RGEF) and WBI BullBear Value 3000 ETF (WBIF). 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.

	RGEF	WBIF	Difference
Sharpe ratio: Return per unit of total volatility	1.56	1.76	-0.20
Sortino ratio: Return per unit of downside risk	2.22	2.58	-0.36
Omega ratio: Gain probability vs. loss probability	1.27	1.32	-0.04
Calmar ratio: Return relative to maximum drawdown	2.43	3.38	-0.95
Martin ratio: Return relative to average drawdown	10.17	11.98	-1.82

RGEF vs. WBIF - Sharpe Ratio Comparison

The current RGEF Sharpe Ratio is 1.56, which is comparable to the WBIF Sharpe Ratio of 1.76. The chart below compares the historical Sharpe Ratios of RGEF and WBIF, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Drawdowns

RGEF vs. WBIF - Drawdown Comparison

The maximum RGEF drawdown since its inception was -16.01%, smaller than the maximum WBIF drawdown of -20.29%. Use the drawdown chart below to compare losses from any high point for RGEF and WBIF.

Drawdown Indicators

	RGEF	WBIF	Difference
Max Drawdown Largest peak-to-trough decline	-16.01%	-20.29%	+4.28%
Max Drawdown (1Y) Largest decline over 1 year	-9.95%	-6.60%	-3.35%
Max Drawdown (3Y) Largest decline over 3 years	—	-17.16%	—
Max Drawdown (5Y) Largest decline over 5 years	—	-20.29%	—
Max Drawdown (10Y) Largest decline over 10 years	—	-20.29%	—
Current Drawdown Current decline from peak	-1.39%	-1.79%	+0.40%
Average Drawdown Average peak-to-trough decline	-1.79%	-7.64%	+5.85%
Ulcer Index Depth and duration of drawdowns from previous peaks	2.37%	1.86%	+0.51%

Volatility

RGEF vs. WBIF - Volatility Comparison

Rockefeller Global Equity ETF (RGEF) has a higher volatility of 5.08% compared to WBI BullBear Value 3000 ETF (WBIF) at 3.61%. This indicates that RGEF's price experiences larger fluctuations and is considered to be riskier than WBIF based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	RGEF	WBIF	Difference
Volatility (1M) Calculated over the trailing 1-month period	5.08%	3.61%	+1.47%
Volatility (6M) Calculated over the trailing 6-month period	13.07%	9.28%	+3.79%
Volatility (1Y) Calculated over the trailing 1-year period	15.48%	12.70%	+2.78%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	17.11%	12.90%	+4.21%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	17.11%	12.39%	+4.72%

RGEF vs. WBIF - Expense Ratio Comparison

RGEF has a 0.55% expense ratio, which is lower than WBIF's 1.25% expense ratio.

Dividends

RGEF vs. WBIF - Dividend Comparison

RGEF's dividend yield for the trailing twelve months is around 0.96%, more than WBIF's 0.06% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
RGEF Rockefeller Global Equity ETF	0.96%	0.92%	0.29%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%
WBIF WBI BullBear Value 3000 ETF	0.06%	0.14%	1.17%	0.82%	0.96%	2.59%	0.09%	1.04%	0.77%	0.75%	0.67%	0.86%

Frequently Asked Questions

Can I hold both RGEF and WBIF in my portfolio?

RGEF and WBIF have a correlation of 0.65, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, RGEF or WBIF?

RGEF has higher volatility (5.08%) compared to WBIF (3.61%). In terms of maximum drawdown, RGEF dropped -16.01% vs WBIF's -20.29%.

Which ETF is better, RGEF or WBIF?

On 1-year performance, RGEF leads with 25.84% vs 23.62% for WBIF. On fees, RGEF is cheaper at 0.55% per year. On volatility, WBIF has been the lower-risk option at 3.61%. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF has performed better, RGEF or WBIF?

Over the 1-year period, RGEF has performed better with a 25.84% return vs 23.62%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

Which ETF is cheaper, RGEF or WBIF?

RGEF is cheaper with a 0.55% expense ratio, compared with 1.25% for WBIF.

Which ETF pays a higher dividend yield, RGEF or WBIF?

RGEF has the higher dividend yield at 0.96%, compared with 0.06% for WBIF.

What is the main difference between RGEF and WBIF?

They also come from different issuers: Rockefeller and WBI. Their fees differ too: 0.55% for RGEF and 1.25% for WBIF.

Which has better risk-adjusted returns?

WBIF currently has the higher Sharpe Ratio (1.76 vs 1.56), 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.