WBIF vs. VMOT
Compare and contrast key facts about WBI BullBear Value 3000 ETF (WBIF) and Alpha Architect Value Momentum Trend ETF (VMOT).
WBIF and VMOT are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. WBIF is an actively managed fund by WBI. It was launched on Aug 27, 2014. VMOT is a passively managed fund by EMPIRICAL FINANCE LLC that tracks the performance of the Alpha Architect Value Momentum Trend Index. It was launched on May 3, 2017.
Performance
WBIF vs. VMOT - Performance Comparison
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WBIF vs. VMOT - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
WBIF WBI BullBear Value 3000 ETF | 1.40% | 9.16% | 3.43% | 0.49% | -8.38% | 16.56% | -2.71% | 2.68% | -4.68% | 11.09% |
VMOT Alpha Architect Value Momentum Trend ETF | 8.20% | 18.54% | 12.07% | -0.74% | -7.00% | 3.52% | 4.69% | 4.59% | -15.64% | 14.62% |
Returns By Period
In the year-to-date period, WBIF achieves a 1.40% return, which is significantly lower than VMOT's 8.20% return.
WBIF
- 1D
- 0.47%
- 1M
- -4.81%
- YTD
- 1.40%
- 6M
- 0.39%
- 1Y
- 8.81%
- 3Y*
- 6.18%
- 5Y*
- 1.67%
- 10Y*
- 4.53%
VMOT
- 1D
- 1.90%
- 1M
- -5.09%
- YTD
- 8.20%
- 6M
- 13.04%
- 1Y
- 32.67%
- 3Y*
- 14.52%
- 5Y*
- 5.49%
- 10Y*
- —
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WBIF vs. VMOT - Expense Ratio Comparison
WBIF has a 1.25% expense ratio, which is lower than VMOT's 1.75% expense ratio.
Return for Risk
WBIF vs. VMOT — Risk / Return Rank
WBIF
VMOT
WBIF vs. VMOT - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for WBI BullBear Value 3000 ETF (WBIF) and Alpha Architect Value Momentum Trend ETF (VMOT). 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.
| WBIF | VMOT | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.62 | 1.74 | -1.12 |
Sortino ratioReturn per unit of downside risk | 0.88 | 2.36 | -1.47 |
Omega ratioGain probability vs. loss probability | 1.13 | 1.36 | -0.24 |
Calmar ratioReturn relative to maximum drawdown | 0.74 | 2.51 | -1.77 |
Martin ratioReturn relative to average drawdown | 2.67 | 10.98 | -8.31 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| WBIF | VMOT | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.62 | 1.74 | -1.12 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.13 | 0.35 | -0.22 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.37 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.24 | 0.29 | -0.06 |
Correlation
The correlation between WBIF and VMOT is 0.64, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
WBIF vs. VMOT - Dividend Comparison
WBIF's dividend yield for the trailing twelve months is around 0.06%, less than VMOT's 1.90% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
VMOT Alpha Architect Value Momentum Trend ETF | 1.90% | 2.05% | 2.54% | 4.13% | 2.24% | 0.82% | 0.00% | 1.76% | 0.93% | 0.81% | 0.00% | 0.00% |
Drawdowns
WBIF vs. VMOT - Drawdown Comparison
The maximum WBIF drawdown since its inception was -20.29%, smaller than the maximum VMOT drawdown of -34.71%. Use the drawdown chart below to compare losses from any high point for WBIF and VMOT.
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Drawdown Indicators
| WBIF | VMOT | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -20.29% | -34.71% | +14.42% |
Max Drawdown (1Y)Largest decline over 1 year | -12.51% | -13.08% | +0.57% |
Max Drawdown (5Y)Largest decline over 5 years | -20.29% | -23.73% | +3.44% |
Max Drawdown (10Y)Largest decline over 10 years | -20.29% | — | — |
Current DrawdownCurrent decline from peak | -4.81% | -5.82% | +1.01% |
Average DrawdownAverage peak-to-trough decline | -7.83% | -13.55% | +5.72% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.46% | 2.99% | +0.47% |
Volatility
WBIF vs. VMOT - Volatility Comparison
The current volatility for WBI BullBear Value 3000 ETF (WBIF) is 3.36%, while Alpha Architect Value Momentum Trend ETF (VMOT) has a volatility of 7.71%. This indicates that WBIF experiences smaller price fluctuations and is considered to be less risky than VMOT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| WBIF | VMOT | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.36% | 7.71% | -4.35% |
Volatility (6M)Calculated over the trailing 6-month period | 9.03% | 11.88% | -2.85% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.34% | 18.91% | -4.57% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 12.82% | 15.66% | -2.84% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 12.24% | 14.83% | -2.59% |