WAGN vs. WBIG
WAGN (Pabrai Wagons ETF) and WBIG (WBI BullBear Yield 3000 ETF) are both Global Equities funds. Both are actively managed. With a 1.00 correlation, they move nearly in lockstep. WAGN charges 0.90%/yr vs 1.14%/yr for WBIG.
Performance
WAGN vs. WBIG - Performance Comparison
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Returns By Period
WAGN
- 1D
- -0.29%
- 1M
- —
- 6M
- —
- YTD
- —
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
WBIG
- 1D
- 0.16%
- 1M
- 1.29%
- 6M
- 11.03%
- YTD
- 11.03%
- 1Y
- 18.06%
- 3Y*
- 5.50%
- 5Y*
- 1.17%
- 10Y*
- 4.13%
WAGN vs. WBIG - Yearly Performance Comparison
| 2026 (YTD) | |
|---|---|
WAGN Pabrai Wagons ETF | -1.29% |
WBIG WBI BullBear Yield 3000 ETF | 0.32% |
Correlation
The correlation between WAGN and WBIG is 1.00 - these two move nearly in lockstep. At this level, holding both provides almost no diversification benefit. If you already own one, adding the other does little to reduce portfolio risk.
| Correlation | |
|---|---|
Correlation (All Time) Calculated using the full available price history since Jun 30, 2026 | 1.00 |
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Return for Risk
WAGN vs. WBIG — Risk / Return Rank
WAGN
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
WBIG
WAGN vs. WBIG - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Pabrai Wagons ETF (WAGN) 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.
| WAGN | WBIG | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | — | 1.33 | — |
| Calmar ratioReturn relative to maximum drawdown | — | 3.58 | — |
| Martin ratioReturn relative to average drawdown | — | 11.14 | — |
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Drawdowns
WAGN vs. WBIG - Drawdown Comparison
The maximum WAGN drawdown since its inception was -1.29%, smaller than the maximum WBIG drawdown of -25.32%. Use the drawdown chart below to compare losses from any high point for WAGN and WBIG.
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Drawdown Indicators
| WAGN | WBIG | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -1.29% | -25.32% | +24.03% |
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 | -1.29% | -2.76% | +1.47% |
Average DrawdownAverage peak-to-trough decline | -1.15% | -10.87% | +9.72% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | — | 1.63% | — |
Volatility
WAGN vs. WBIG - Volatility Comparison
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Volatility by Period
| WAGN | WBIG | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | — | 3.07% | — |
Volatility (6M)Calculated over the trailing 6-month period | — | 6.94% | — |
Volatility (1Y)Calculated over the trailing 1-year period | 8.04% | 10.07% | -2.03% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 8.04% | 12.05% | -4.01% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 8.04% | 11.55% | -3.51% |
WAGN vs. WBIG - Expense Ratio Comparison
WAGN has a 0.90% expense ratio, which is lower than WBIG's 1.14% expense ratio.
Dividends
WAGN vs. WBIG - Dividend Comparison
WAGN has not paid dividends to shareholders, while WBIG's dividend yield for the trailing twelve months is around 1.19%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
WAGN Pabrai Wagons 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 | 1.19% | 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
With a correlation of 1.00, WAGN and WBIG move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.
On fees, WAGN is cheaper at 0.90% per year. The better choice depends on whether you care most about return, fees, risk, or income.
WAGN is cheaper with a 0.90% expense ratio, compared with 1.14% for WBIG.
WBIG has the higher dividend yield at 1.19%, compared with 0.00% for WAGN.
They also come from different issuers: Pabrai and WBI. Their fees differ too: 0.90% for WAGN and 1.14% for WBIG.
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