WBIG vs. SPY
Compare and contrast key facts about WBI BullBear Yield 3000 ETF (WBIG) and SPDR S&P 500 ETF (SPY).
WBIG and SPY 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. SPY is a passively managed fund by State Street that tracks the performance of the S&P 500 Index. It was launched on Jan 22, 1993.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: WBIG or SPY.
Correlation
The correlation between WBIG and SPY is 0.72, 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.
Performance
WBIG vs. SPY - Performance Comparison
Key characteristics
WBIG:
0.36
SPY:
1.75
WBIG:
0.56
SPY:
2.36
WBIG:
1.07
SPY:
1.32
WBIG:
0.23
SPY:
2.66
WBIG:
0.88
SPY:
11.01
WBIG:
4.23%
SPY:
2.03%
WBIG:
10.24%
SPY:
12.77%
WBIG:
-25.16%
SPY:
-55.19%
WBIG:
-11.77%
SPY:
-2.12%
Returns By Period
In the year-to-date period, WBIG achieves a 0.35% return, which is significantly lower than SPY's 2.36% return. Over the past 10 years, WBIG has underperformed SPY with an annualized return of 1.17%, while SPY has yielded a comparatively higher 12.96% annualized return.
WBIG
0.35%
-2.08%
0.62%
2.45%
1.68%
1.17%
SPY
2.36%
-1.07%
7.41%
19.73%
14.21%
12.96%
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WBIG vs. SPY - Expense Ratio Comparison
WBIG has a 1.14% expense ratio, which is higher than SPY's 0.09% expense ratio.
Risk-Adjusted Performance
WBIG vs. SPY — Risk-Adjusted Performance Rank
WBIG
SPY
WBIG vs. SPY - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for WBI BullBear Yield 3000 ETF (WBIG) and SPDR S&P 500 ETF (SPY). 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.
Dividends
WBIG vs. SPY - Dividend Comparison
WBIG's dividend yield for the trailing twelve months is around 2.60%, more than SPY's 1.18% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
WBIG WBI BullBear Yield 3000 ETF | 2.60% | 2.06% | 1.74% | 1.30% | 2.94% | 0.89% | 2.11% | 1.44% | 1.13% | 0.96% | 1.41% | 0.11% |
SPY SPDR S&P 500 ETF | 1.18% | 1.21% | 1.40% | 1.65% | 1.20% | 1.52% | 1.75% | 2.04% | 1.80% | 2.03% | 2.06% | 1.87% |
Drawdowns
WBIG vs. SPY - Drawdown Comparison
The maximum WBIG drawdown since its inception was -25.16%, smaller than the maximum SPY drawdown of -55.19%. Use the drawdown chart below to compare losses from any high point for WBIG and SPY. For additional features, visit the drawdowns tool.
Volatility
WBIG vs. SPY - Volatility Comparison
The current volatility for WBI BullBear Yield 3000 ETF (WBIG) is 2.47%, while SPDR S&P 500 ETF (SPY) has a volatility of 3.38%. This indicates that WBIG experiences smaller price fluctuations and is considered to be less risky than SPY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.