WBIF vs. WBIG
WBIF (WBI BullBear Value 3000 ETF) and WBIG (WBI BullBear Yield 3000 ETF) are both Global Equities funds from WBI. Both are actively managed. Over the past 10 years, WBIF returned 5.62%/yr vs 3.92%/yr for WBIG. Their correlation of 0.89 suggests significant overlap in exposure. WBIF charges 1.25%/yr vs 1.14%/yr for WBIG.
Performance
WBIF vs. WBIG - Performance Comparison
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Returns By Period
In the year-to-date period, WBIF achieves a 12.70% return, which is significantly higher than WBIG's 9.69% return. Over the past 10 years, WBIF has outperformed WBIG with an annualized return of 5.62%, while WBIG has yielded a comparatively lower 3.92% annualized return.
WBIF
- 1D
- 0.15%
- 1M
- 6.09%
- YTD
- 12.70%
- 6M
- 12.42%
- 1Y
- 25.40%
- 3Y*
- 9.21%
- 5Y*
- 2.62%
- 10Y*
- 5.62%
WBIG
- 1D
- 0.07%
- 1M
- 4.43%
- YTD
- 9.69%
- 6M
- 9.47%
- 1Y
- 21.60%
- 3Y*
- 6.56%
- 5Y*
- 0.85%
- 10Y*
- 3.92%
WBIF vs. WBIG - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
WBIF WBI BullBear Value 3000 ETF | 12.70% | 9.16% | 3.43% | 0.49% | -8.38% | 16.56% | -2.71% | 2.68% | -4.68% | 19.42% |
WBIG WBI BullBear Yield 3000 ETF | 9.69% | -0.39% | 5.87% | -2.68% | -7.68% | 16.04% | -3.30% | 6.85% | -8.46% | 25.62% |
Correlation
The correlation between WBIF and WBIG is 0.90, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.90 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.89 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.91 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.89 |
Correlation (All Time) Calculated using the full available price history since Aug 28, 2014 | 0.89 |
The correlation between WBIF and WBIG has been stable across timeframes, ranging from 0.89 to 0.91 - a consistent structural relationship.
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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 | 2.08 | 2.21 | -0.13 |
Sortino ratioReturn per unit of downside risk | 2.99 | 3.17 | -0.18 |
Omega ratioGain probability vs. loss probability | 1.37 | 1.41 | -0.03 |
Calmar ratioReturn relative to maximum drawdown | 3.82 | 4.24 | -0.43 |
Martin ratioReturn relative to average drawdown | 13.69 | 13.40 | +0.30 |
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 | 2.08 | 2.21 | -0.13 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.20 | 0.07 | +0.13 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.46 | 0.34 | +0.12 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.31 | 0.15 | +0.16 |
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 | -6.60% | -5.06% | -1.54% |
Max Drawdown (3Y)Largest decline over 3 years | -17.16% | -20.20% | +3.04% |
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 | 0.00% | -3.94% | +3.94% |
Average DrawdownAverage peak-to-trough decline | -7.74% | -10.92% | +3.18% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.84% | 1.60% | +0.24% |
Volatility
WBIF vs. WBIG - Volatility Comparison
WBI BullBear Value 3000 ETF (WBIF) has a higher volatility of 4.03% compared to WBI BullBear Yield 3000 ETF (WBIG) at 3.30%. 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 | 4.03% | 3.30% | +0.73% |
Volatility (6M)Calculated over the trailing 6-month period | 8.59% | 6.52% | +2.07% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.27% | 9.84% | +2.43% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 12.85% | 12.04% | +0.81% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 12.34% | 11.55% | +0.79% |
WBIF vs. WBIG - Expense Ratio Comparison
WBIF has a 1.25% expense ratio, which is higher than WBIG's 1.14% expense ratio.
Dividends
WBIF vs. WBIG - Dividend Comparison
WBIF's dividend yield for the trailing twelve months is around 0.06%, less than WBIG's 1.20% yield.
| Position | 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 | 1.20% | 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
WBIF and WBIG have a correlation of 0.90, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
WBIF has higher volatility (4.03%) compared to WBIG (3.30%). In terms of maximum drawdown, WBIF dropped -20.29% vs WBIG's -25.32%.
On 10-year performance, WBIF leads with 5.62% vs 3.92% for WBIG. On fees, WBIG is cheaper at 1.14% per year. On volatility, WBIG has been the lower-risk option at 3.30%. The better choice depends on whether you care most about return, fees, risk, or income.
Over the 10-year period, WBIF has performed better with a 5.62% return vs 3.92%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.
WBIG is cheaper with a 1.14% expense ratio, compared with 1.25% for WBIF.
WBIG has the higher dividend yield at 1.20%, compared with 0.06% for WBIF.
Their fees differ too: 1.25% for WBIF and 1.14% for WBIG.
WBIG currently has the higher Sharpe Ratio (2.21 vs 2.08), 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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