WBIG vs. IBIC
WBIG (WBI BullBear Yield 3000 ETF) and IBIC (iShares iBonds Oct 2026 Term TIPS ETF) are both exchange-traded funds - WBIG is a Global Equities fund actively managed by WBI, while IBIC is a Inflation-Protected Bonds fund tracking the ICE 2026 Maturity US Inflation-Linked Treasury Index. WBIG is actively managed, while IBIC is passively managed. Over the past year, WBIG returned 19.57% vs 4.54% for IBIC. At a correlation of -0.04, they often move in opposite directions. WBIG charges 1.14%/yr vs 0.10%/yr for IBIC.
Performance
WBIG vs. IBIC - Performance Comparison
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Returns By Period
In the year-to-date period, WBIG achieves a 8.66% return, which is significantly higher than IBIC's 2.37% return.
WBIG
- 1D
- -0.94%
- 1M
- 3.95%
- YTD
- 8.66%
- 6M
- 7.77%
- 1Y
- 19.57%
- 3Y*
- 6.22%
- 5Y*
- 0.62%
- 10Y*
- 3.82%
IBIC
- 1D
- 0.02%
- 1M
- 0.27%
- YTD
- 2.37%
- 6M
- 2.51%
- 1Y
- 4.54%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
WBIG vs. IBIC - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | |
|---|---|---|---|---|
WBIG WBI BullBear Yield 3000 ETF | 8.66% | -0.39% | 5.87% | 2.20% |
IBIC iShares iBonds Oct 2026 Term TIPS ETF | 2.37% | 4.96% | 5.25% | 2.17% |
Correlation
The correlation between WBIG and IBIC is -0.14, meaning they tend to move in opposite directions. This is especially valuable for risk management - when one declines, the other has historically tended to hold steady or rise.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | -0.14 |
Correlation (All Time) Calculated using the full available price history since Sep 18, 2023 | -0.04 |
The correlation between WBIG and IBIC shifts across timeframes, from -0.14 (1 year) to -0.04 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
WBIG vs. IBIC — Risk / Return Rank
WBIG
IBIC
WBIG vs. IBIC - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for WBI BullBear Yield 3000 ETF (WBIG) and iShares iBonds Oct 2026 Term TIPS ETF (IBIC). 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.
| WBIG | IBIC | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -3.06 | ||
| Sortino ratioReturn per unit of downside risk | -6.24 | ||
| Omega ratioGain probability vs. loss probability | 1.37 | 2.24 | -0.88 |
| Calmar ratioReturn relative to maximum drawdown | 3.88 | 17.27 | -13.39 |
| Martin ratioReturn relative to average drawdown | 12.22 | 67.45 | -55.23 |
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
| WBIG | IBIC | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.99 | 5.05 | -3.06 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.05 | — | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.33 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.15 | 3.49 | -3.34 |
Drawdowns
WBIG vs. IBIC - Drawdown Comparison
The maximum WBIG drawdown since its inception was -25.32%, which is greater than IBIC's maximum drawdown of -0.90%. Use the drawdown chart below to compare losses from any high point for WBIG and IBIC.
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Drawdown Indicators
| WBIG | IBIC | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -25.32% | -0.90% | -24.42% |
Max Drawdown (1Y)Largest decline over 1 year | -5.06% | -0.26% | -4.80% |
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 | -4.84% | -0.13% | -4.71% |
Average DrawdownAverage peak-to-trough decline | -10.92% | -0.10% | -10.82% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.61% | 0.07% | +1.54% |
Volatility
WBIG vs. IBIC - Volatility Comparison
WBI BullBear Yield 3000 ETF (WBIG) has a higher volatility of 3.43% compared to iShares iBonds Oct 2026 Term TIPS ETF (IBIC) at 0.33%. This indicates that WBIG's price experiences larger fluctuations and is considered to be riskier than IBIC based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| WBIG | IBIC | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.43% | 0.33% | +3.10% |
Volatility (6M)Calculated over the trailing 6-month period | 6.58% | 0.67% | +5.91% |
Volatility (1Y)Calculated over the trailing 1-year period | 9.89% | 0.90% | +8.99% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 12.05% | 1.58% | +10.47% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 11.55% | 1.58% | +9.97% |
WBIG vs. IBIC - Expense Ratio Comparison
WBIG has a 1.14% expense ratio, which is higher than IBIC's 0.10% expense ratio.
Dividends
WBIG vs. IBIC - Dividend Comparison
WBIG's dividend yield for the trailing twelve months is around 1.21%, less than IBIC's 3.59% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IBIC iShares iBonds Oct 2026 Term TIPS ETF | 3.59% | 4.43% | 4.65% | 0.83% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
WBIG WBI BullBear Yield 3000 ETF | 1.21% | 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
WBIG and IBIC have a correlation of -0.14, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
WBIG has higher volatility (3.43%) compared to IBIC (0.33%). In terms of maximum drawdown, WBIG dropped -25.32% vs IBIC's -0.90%.
On 1-year performance, WBIG leads with 19.57% vs 4.54% for IBIC. On fees, IBIC is cheaper at 0.10% per year. On volatility, IBIC has been the lower-risk option at 0.33%. The better choice depends on whether you care most about return, fees, risk, or income.
Over the 1-year period, WBIG has performed better with a 19.57% return vs 4.54%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.
IBIC is cheaper with a 0.10% expense ratio, compared with 1.14% for WBIG.
IBIC has the higher dividend yield at 3.59%, compared with 1.21% for WBIG.
WBIG is categorized as Global Equities, while IBIC is Inflation-Protected Bonds. They also come from different issuers: WBI and iShares. Their fees differ too: 1.14% for WBIG and 0.10% for IBIC.
IBIC currently has the higher Sharpe Ratio (5.05 vs 1.99), 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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