WBIF vs. WBIG
Compare and contrast key facts about WBI BullBear Value 3000 ETF (WBIF) and WBI BullBear Yield 3000 ETF (WBIG).
WBIF and WBIG 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. WBIG is an actively managed fund by WBI. It was launched on Aug 27, 2014.
Performance
WBIF vs. WBIG - Performance Comparison
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WBIF vs. WBIG - 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% | 19.42% |
WBIG WBI BullBear Yield 3000 ETF | 0.96% | -0.39% | 5.87% | -2.68% | -7.68% | 16.04% | -3.30% | 6.85% | -8.46% | 25.62% |
Returns By Period
In the year-to-date period, WBIF achieves a 1.40% return, which is significantly higher than WBIG's 0.96% return. Over the past 10 years, WBIF has outperformed WBIG with an annualized return of 4.53%, while WBIG has yielded a comparatively lower 2.95% annualized 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%
WBIG
- 1D
- 0.25%
- 1M
- -3.53%
- YTD
- 0.96%
- 6M
- 1.65%
- 1Y
- 5.15%
- 3Y*
- 3.71%
- 5Y*
- 0.44%
- 10Y*
- 2.95%
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WBIF vs. WBIG - Expense Ratio Comparison
WBIF has a 1.25% expense ratio, which is higher than WBIG's 1.14% expense ratio.
Return for Risk
WBIF vs. WBIG — Risk / Return Rank
WBIF
WBIG
WBIF vs. WBIG - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for WBI BullBear Value 3000 ETF (WBIF) 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.
| WBIF | WBIG | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.62 | 0.42 | +0.19 |
Sortino ratioReturn per unit of downside risk | 0.88 | 0.61 | +0.27 |
Omega ratioGain probability vs. loss probability | 1.13 | 1.09 | +0.03 |
Calmar ratioReturn relative to maximum drawdown | 0.74 | 0.46 | +0.27 |
Martin ratioReturn relative to average drawdown | 2.67 | 1.33 | +1.35 |
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 | WBIG | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.62 | 0.42 | +0.19 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.13 | 0.04 | +0.09 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.37 | 0.26 | +0.11 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.24 | 0.09 | +0.15 |
Correlation
The correlation between WBIF and WBIG is 0.89, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
WBIF vs. WBIG - Dividend Comparison
WBIF's dividend yield for the trailing twelve months is around 0.06%, less than WBIG's 1.42% 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% |
WBIG WBI BullBear Yield 3000 ETF | 1.42% | 1.74% | 2.05% | 1.74% | 1.29% | 2.94% | 0.90% | 1.87% | 1.20% | 1.27% | 0.96% | 1.41% |
Drawdowns
WBIF vs. WBIG - Drawdown Comparison
The maximum WBIF drawdown since its inception was -20.29%, smaller than the maximum WBIG drawdown of -25.32%. Use the drawdown chart below to compare losses from any high point for WBIF and WBIG.
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Drawdown Indicators
| WBIF | WBIG | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -20.29% | -25.32% | +5.03% |
Max Drawdown (1Y)Largest decline over 1 year | -12.51% | -11.86% | -0.65% |
Max Drawdown (5Y)Largest decline over 5 years | -20.29% | -25.32% | +5.03% |
Max Drawdown (10Y)Largest decline over 10 years | -20.29% | -25.32% | +5.03% |
Current DrawdownCurrent decline from peak | -4.81% | -11.59% | +6.78% |
Average DrawdownAverage peak-to-trough decline | -7.83% | -10.95% | +3.12% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.46% | 4.15% | -0.69% |
Volatility
WBIF vs. WBIG - Volatility Comparison
WBI BullBear Value 3000 ETF (WBIF) has a higher volatility of 3.36% compared to WBI BullBear Yield 3000 ETF (WBIG) at 2.40%. This indicates that WBIF's price experiences larger fluctuations and is considered to be riskier than WBIG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| WBIF | WBIG | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.36% | 2.40% | +0.96% |
Volatility (6M)Calculated over the trailing 6-month period | 9.03% | 7.46% | +1.57% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.34% | 12.21% | +2.13% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 12.82% | 12.06% | +0.76% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 12.24% | 11.48% | +0.76% |