WBIG vs. VT
WBIG (WBI BullBear Yield 3000 ETF) and VT (Vanguard Total World Stock ETF) are both Global Equities funds. WBIG is actively managed, while VT is passively managed. Over the past 10 years, WBIG returned 4.07%/yr vs 12.96%/yr for VT. A 0.72 correlation means they provide meaningful diversification when combined. WBIG charges 1.14%/yr vs 0.06%/yr for VT.
Performance
WBIG vs. VT - Performance Comparison
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Returns By Period
The year-to-date returns for both investments are quite close, with WBIG having a 9.67% return and VT slightly higher at 10.06%. Over the past 10 years, WBIG has underperformed VT with an annualized return of 4.07%, while VT has yielded a comparatively higher 12.96% annualized return.
WBIG
- 1D
- -0.58%
- 1M
- 3.64%
- YTD
- 9.67%
- 6M
- 8.81%
- 1Y
- 19.97%
- 3Y*
- 5.76%
- 5Y*
- 1.17%
- 10Y*
- 4.07%
VT
- 1D
- -2.05%
- 1M
- -0.44%
- YTD
- 10.06%
- 6M
- 9.32%
- 1Y
- 25.71%
- 3Y*
- 19.92%
- 5Y*
- 10.51%
- 10Y*
- 12.96%
WBIG vs. VT - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
WBIG WBI BullBear Yield 3000 ETF | 9.67% | -0.39% | 5.87% | -2.68% | -7.68% | 16.04% | -3.30% | 6.85% | -8.46% | 25.62% |
VT Vanguard Total World Stock ETF | 10.06% | 22.43% | 16.49% | 22.02% | -18.00% | 18.27% | 16.59% | 26.81% | -9.76% | 24.50% |
Correlation
The correlation between WBIG and VT is 0.70, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.70 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.76 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.72 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.71 |
Correlation (All Time) Calculated using the full available price history since Aug 27, 2014 | 0.72 |
The correlation between WBIG and VT has been stable across timeframes, ranging from 0.70 to 0.76 - a consistent structural relationship.
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Return for Risk
WBIG vs. VT — Risk / Return Rank
WBIG
VT
WBIG vs. VT - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for WBI BullBear Yield 3000 ETF (WBIG) and Vanguard Total World Stock ETF (VT). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| WBIG | VT | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.08 | ||
| Sortino ratioReturn per unit of downside risk | +0.23 | ||
| Omega ratioGain probability vs. loss probability | 1.36 | 1.35 | +0.01 |
| Calmar ratioReturn relative to maximum drawdown | 3.96 | 2.67 | +1.29 |
| Martin ratioReturn relative to average drawdown | 12.33 | 11.57 | +0.76 |
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Drawdowns
WBIG vs. VT - Drawdown Comparison
The maximum WBIG drawdown since its inception was -25.32%, smaller than the maximum VT drawdown of -50.27%. Use the drawdown chart below to compare losses from any high point for WBIG and VT.
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Drawdown Indicators
| WBIG | VT | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -25.32% | -50.27% | +24.95% |
Max Drawdown (1Y)Largest decline over 1 year | -5.06% | -9.67% | +4.61% |
Max Drawdown (3Y)Largest decline over 3 years | -20.20% | -16.51% | -3.69% |
Max Drawdown (5Y)Largest decline over 5 years | -25.32% | -26.38% | +1.06% |
Max Drawdown (10Y)Largest decline over 10 years | -25.32% | -34.24% | +8.92% |
Current DrawdownCurrent decline from peak | -3.95% | -2.80% | -1.15% |
Average DrawdownAverage peak-to-trough decline | -10.89% | -7.00% | -3.89% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.62% | 2.23% | -0.61% |
Volatility
WBIG vs. VT - Volatility Comparison
The current volatility for WBI BullBear Yield 3000 ETF (WBIG) is 3.77%, while Vanguard Total World Stock ETF (VT) has a volatility of 5.65%. This indicates that WBIG experiences smaller price fluctuations and is considered to be less risky than VT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| WBIG | VT | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.77% | 5.65% | -1.88% |
Volatility (6M)Calculated over the trailing 6-month period | 6.95% | 11.32% | -4.37% |
Volatility (1Y)Calculated over the trailing 1-year period | 10.12% | 13.58% | -3.46% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 12.05% | 16.19% | -4.14% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 11.57% | 17.20% | -5.63% |
WBIG vs. VT - Expense Ratio Comparison
WBIG has a 1.14% expense ratio, which is higher than VT's 0.06% expense ratio.
Dividends
WBIG vs. VT - Dividend Comparison
WBIG's dividend yield for the trailing twelve months is around 1.20%, less than VT's 1.61% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VT Vanguard Total World Stock ETF | 1.61% | 1.82% | 1.95% | 2.08% | 2.20% | 1.82% | 1.66% | 2.32% | 2.53% | 2.11% | 2.39% | 2.45% |
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
WBIG and VT have a correlation of 0.70, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
VT has higher volatility (5.65%) compared to WBIG (3.77%). In terms of maximum drawdown, WBIG dropped -25.32% vs VT's -50.27%.
On 10-year performance, VT leads with 12.96% vs 4.07% for WBIG. On fees, VT is cheaper at 0.06% per year. On volatility, WBIG has been the lower-risk option at 3.77%. The better choice depends on whether you care most about return, fees, risk, or income.
Over the 10-year period, VT has performed better with a 12.96% return vs 4.07%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.
VT is cheaper with a 0.06% expense ratio, compared with 1.14% for WBIG.
VT has the higher dividend yield at 1.61%, compared with 1.20% for WBIG.
They also come from different issuers: WBI and Vanguard. Their fees differ too: 1.14% for WBIG and 0.06% for VT.
WBIG currently has the higher Sharpe Ratio (1.98 vs 1.91), 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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