WBIG vs. IDV
Compare and contrast key facts about WBI BullBear Yield 3000 ETF (WBIG) and iShares International Select Dividend ETF (IDV).
WBIG and IDV are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. WBIG is an actively managed fund by WBI. It was launched on Aug 27, 2014. IDV is a passively managed fund by iShares that tracks the performance of the Dow Jones EPAC Select Dividend. It was launched on Jun 11, 2007.
Performance
WBIG vs. IDV - Performance Comparison
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WBIG vs. IDV - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
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% |
IDV iShares International Select Dividend ETF | 8.60% | 52.16% | 4.00% | 10.32% | -6.40% | 12.00% | -5.94% | 23.56% | -10.37% | 19.74% |
Returns By Period
In the year-to-date period, WBIG achieves a 0.96% return, which is significantly lower than IDV's 8.60% return. Over the past 10 years, WBIG has underperformed IDV with an annualized return of 2.95%, while IDV has yielded a comparatively higher 10.20% annualized return.
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%
IDV
- 1D
- 0.19%
- 1M
- -2.98%
- YTD
- 8.60%
- 6M
- 18.79%
- 1Y
- 44.44%
- 3Y*
- 22.95%
- 5Y*
- 12.75%
- 10Y*
- 10.20%
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WBIG vs. IDV - Expense Ratio Comparison
WBIG has a 1.14% expense ratio, which is higher than IDV's 0.49% expense ratio.
Return for Risk
WBIG vs. IDV — Risk / Return Rank
WBIG
IDV
WBIG vs. IDV - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for WBI BullBear Yield 3000 ETF (WBIG) and iShares International Select Dividend ETF (IDV). 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 | IDV | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.42 | 2.86 | -2.44 |
Sortino ratioReturn per unit of downside risk | 0.61 | 3.56 | -2.95 |
Omega ratioGain probability vs. loss probability | 1.09 | 1.58 | -0.49 |
Calmar ratioReturn relative to maximum drawdown | 0.46 | 4.18 | -3.72 |
Martin ratioReturn relative to average drawdown | 1.33 | 18.52 | -17.19 |
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 | IDV | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.42 | 2.86 | -2.44 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.04 | 0.83 | -0.79 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.26 | 0.57 | -0.31 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.09 | 0.21 | -0.12 |
Correlation
The correlation between WBIG and IDV is 0.58, 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
WBIG vs. IDV - Dividend Comparison
WBIG's dividend yield for the trailing twelve months is around 1.42%, less than IDV's 4.60% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
IDV iShares International Select Dividend ETF | 4.60% | 4.94% | 6.46% | 6.51% | 7.33% | 5.78% | 5.47% | 5.15% | 5.93% | 4.52% | 4.69% | 5.08% |
Drawdowns
WBIG vs. IDV - Drawdown Comparison
The maximum WBIG drawdown since its inception was -25.32%, smaller than the maximum IDV drawdown of -70.14%. Use the drawdown chart below to compare losses from any high point for WBIG and IDV.
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Drawdown Indicators
| WBIG | IDV | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -25.32% | -70.14% | +44.82% |
Max Drawdown (1Y)Largest decline over 1 year | -11.86% | -10.76% | -1.10% |
Max Drawdown (5Y)Largest decline over 5 years | -25.32% | -29.19% | +3.87% |
Max Drawdown (10Y)Largest decline over 10 years | -25.32% | -42.50% | +17.18% |
Current DrawdownCurrent decline from peak | -11.59% | -4.37% | -7.22% |
Average DrawdownAverage peak-to-trough decline | -10.95% | -15.53% | +4.58% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.15% | 2.43% | +1.72% |
Volatility
WBIG vs. IDV - Volatility Comparison
The current volatility for WBI BullBear Yield 3000 ETF (WBIG) is 2.40%, while iShares International Select Dividend ETF (IDV) has a volatility of 5.99%. This indicates that WBIG experiences smaller price fluctuations and is considered to be less risky than IDV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| WBIG | IDV | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.40% | 5.99% | -3.59% |
Volatility (6M)Calculated over the trailing 6-month period | 7.46% | 9.93% | -2.47% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.21% | 15.61% | -3.40% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 12.06% | 15.48% | -3.42% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 11.48% | 17.96% | -6.48% |