WBIF vs. BOAT
WBIF (WBI BullBear Value 3000 ETF) and BOAT (SonicShares Global Shipping ETF) are both exchange-traded funds - WBIF is a Global Equities fund actively managed by WBI, while BOAT is a Industrials Equities fund tracking the Solactive Global Shipping Index. WBIF is actively managed, while BOAT is passively managed. Over the past 5 years, WBIF returned 3.59%/yr vs 24.35%/yr for BOAT. Their 0.37 correlation means their historical movements had little consistent relationship. WBIF charges 1.25%/yr vs 0.69%/yr for BOAT.
Performance
WBIF vs. BOAT - Performance Comparison
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Returns By Period
In the year-to-date period, WBIF achieves a 18.21% return, which is significantly lower than BOAT's 44.44% return.
WBIF
- 1D
- 1.39%
- 1M
- 2.61%
- 6M
- 15.00%
- YTD
- 18.21%
- 1Y
- 24.99%
- 3Y*
- 9.30%
- 5Y*
- 3.59%
- 10Y*
- 6.00%
- ALL TIME*
- 4.11%
BOAT
- 1D
- -0.44%
- 1M
- 12.97%
- 6M
- 26.12%
- YTD
- 44.44%
- 1Y
- 56.33%
- 3Y*
- 26.76%
- 5Y*
- 24.35%
- 10Y*
- —
- ALL TIME*
- 24.70%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $1.71M | $1.08M | $1.05M | |
| $783.61K | $393.57K | $177.99K |
WBIF vs. BOAT - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
WBIF WBI BullBear Value 3000 ETF | 18.21% | 9.16% | 3.43% | 0.49% | -8.38% | -1.65% |
BOAT SonicShares Global Shipping ETF | 44.44% | 22.77% | 5.97% | 24.53% | 6.26% | 21.24% |
Correlation
The correlation between WBIF and BOAT is 0.27, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.27 |
Correlation (3Y) Balances recent behavior with more history. | 0.27 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.37 |
Correlation (All Time) Calculated using the full available price history since Aug 4, 2021 | 0.37 |
The correlation between WBIF and BOAT shifts across timeframes, from 0.27 (1 year) to 0.37 (5 years), reflecting how their relationship changes across market environments.
WBIF vs. BOAT - Sectors Allocation Comparison
Sectors
WBIF
BOAT
Financial Services
Technology
-
Industrials
Consumer Cyclical
-
Energy
Healthcare
-
Basic Materials
-
Consumer Defensive
-
Utilities
-
Communication Services
-
Real Estate
-
-
Financial Services
WBIF
BOAT
Technology
WBIF
BOAT
-
Industrials
WBIF
BOAT
Consumer Cyclical
WBIF
BOAT
-
Energy
WBIF
BOAT
Healthcare
WBIF
BOAT
-
Basic Materials
WBIF
BOAT
-
Consumer Defensive
WBIF
BOAT
-
Utilities
WBIF
BOAT
-
Communication Services
WBIF
BOAT
-
Real Estate
WBIF
-
BOAT
-
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Return for Risk
WBIF vs. BOAT — Risk / Return Rank
WBIF
BOAT
WBIF vs. BOAT - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for WBI BullBear Value 3000 ETF (WBIF) and SonicShares Global Shipping ETF (BOAT). 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.
| WBIF | BOAT | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.76 | ||
| Sortino ratioReturn per unit of downside risk | -0.70 | ||
| Omega ratioGain probability vs. loss probability | 1.36 | 1.44 | -0.09 |
| Calmar ratioReturn relative to maximum drawdown | 3.80 | 4.88 | -1.08 |
| Martin ratioReturn relative to average drawdown | 13.49 | 13.77 | -0.28 |
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Drawdowns
WBIF vs. BOAT - Drawdown Comparison
The maximum WBIF drawdown since its inception was -20.29%, smaller than the maximum BOAT drawdown of -33.94%. Use the drawdown chart below to compare losses from any high point for WBIF and BOAT.
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Drawdown Indicators
| WBIF | BOAT | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -20.29% | -33.94% | +13.65% |
Max Drawdown (1Y)Largest decline over 1 year | -6.60% | -11.60% | +5.00% |
Max Drawdown (3Y)Largest decline over 3 years | -17.16% | -33.94% | +16.78% |
Max Drawdown (5Y)Largest decline over 5 years | -20.29% | -33.94% | +13.65% |
Max Drawdown (10Y)Largest decline over 10 years | -20.29% | — | — |
Current DrawdownCurrent decline from peak | 0.00% | -0.97% | +0.97% |
Average DrawdownAverage peak-to-trough decline | -7.64% | -9.50% | +1.86% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.86% | 4.10% | -2.24% |
Volatility
WBIF vs. BOAT - Volatility Comparison
The current volatility for WBI BullBear Value 3000 ETF (WBIF) is 3.94%, while SonicShares Global Shipping ETF (BOAT) has a volatility of 6.47%. This indicates that WBIF experiences smaller price fluctuations and is considered to be less risky than BOAT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| WBIF | BOAT | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.94% | 6.47% | -2.53% |
Volatility (6M)Calculated over the trailing 6-month period | 9.37% | 16.87% | -7.50% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.71% | 20.69% | -7.98% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 12.91% | 25.05% | -12.14% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 12.40% | 25.05% | -12.65% |
WBIF vs. BOAT - Expense Ratio Comparison
WBIF has a 1.25% expense ratio, which is higher than BOAT's 0.69% expense ratio.
Dividends
WBIF vs. BOAT - Dividend Comparison
WBIF's dividend yield for the trailing twelve months is around 0.05%, less than BOAT's 6.37% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BOAT SonicShares Global Shipping ETF | 6.37% | 8.08% | 13.89% | 13.65% | 13.57% | 1.36% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
WBIF WBI BullBear Value 3000 ETF | 0.05% | 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
WBIF and BOAT have a correlation of 0.27, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
BOAT has higher volatility (6.47%) compared to WBIF (3.94%). In terms of maximum drawdown, WBIF dropped -20.29% vs BOAT's -33.94%.
On 5-year performance, BOAT leads with 24.35% vs 3.59% for WBIF. On fees, BOAT is cheaper at 0.69% per year. On volatility, WBIF has been the lower-risk option at 3.94%. The better choice depends on whether you care most about return, fees, risk, or income.
Over the 5-year period, BOAT has performed better with a 24.35% return vs 3.59%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.
BOAT is cheaper with a 0.69% expense ratio, compared with 1.25% for WBIF.
BOAT has the higher dividend yield at 6.37%, compared with 0.05% for WBIF.
WBIF is categorized as Global Equities, while BOAT is Industrials Equities. They also come from different issuers: WBI and Tidal. Their fees differ too: 1.25% for WBIF and 0.69% for BOAT.
BOAT currently has the higher Sharpe Ratio (2.74 vs 1.98), 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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