WBIG vs. WBIL
Compare and contrast key facts about WBI BullBear Yield 3000 ETF (WBIG) and WBI BullBear Quality 3000 ETF (WBIL).
WBIG and WBIL 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. WBIL is an actively managed fund by WBI. It was launched on Sep 3, 2014.
Performance
WBIG vs. WBIL - Performance Comparison
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WBIG vs. WBIL - 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% |
WBIL WBI BullBear Quality 3000 ETF | -2.56% | -0.47% | 13.29% | 11.79% | -9.60% | 18.67% | -2.19% | 11.65% | -9.67% | 19.31% |
Returns By Period
In the year-to-date period, WBIG achieves a 0.96% return, which is significantly higher than WBIL's -2.56% return. Over the past 10 years, WBIG has underperformed WBIL with an annualized return of 2.95%, while WBIL has yielded a comparatively higher 5.23% 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%
WBIL
- 1D
- 0.93%
- 1M
- -6.58%
- YTD
- -2.56%
- 6M
- -1.62%
- 1Y
- 6.43%
- 3Y*
- 6.98%
- 5Y*
- 3.70%
- 10Y*
- 5.23%
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WBIG vs. WBIL - Expense Ratio Comparison
WBIG has a 1.14% expense ratio, which is lower than WBIL's 1.23% expense ratio.
Return for Risk
WBIG vs. WBIL — Risk / Return Rank
WBIG
WBIL
WBIG vs. WBIL - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for WBI BullBear Yield 3000 ETF (WBIG) and WBI BullBear Quality 3000 ETF (WBIL). 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 | WBIL | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.42 | 0.42 | +0.01 |
Sortino ratioReturn per unit of downside risk | 0.61 | 0.62 | -0.01 |
Omega ratioGain probability vs. loss probability | 1.09 | 1.09 | 0.00 |
Calmar ratioReturn relative to maximum drawdown | 0.46 | 0.58 | -0.11 |
Martin ratioReturn relative to average drawdown | 1.33 | 1.94 | -0.61 |
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 | WBIL | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.42 | 0.42 | +0.01 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.04 | 0.27 | -0.24 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.26 | 0.42 | -0.16 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.09 | 0.27 | -0.18 |
Correlation
The correlation between WBIG and WBIL is 0.84, 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.
Dividends
WBIG vs. WBIL - Dividend Comparison
WBIG's dividend yield for the trailing twelve months is around 1.42%, more than WBIL's 0.05% 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% |
WBIL WBI BullBear Quality 3000 ETF | 0.05% | 0.05% | 0.07% | 0.29% | 1.03% | 2.02% | 0.19% | 0.73% | 0.75% | 0.83% | 0.58% | 0.20% |
Drawdowns
WBIG vs. WBIL - Drawdown Comparison
The maximum WBIG drawdown since its inception was -25.32%, roughly equal to the maximum WBIL drawdown of -25.30%. Use the drawdown chart below to compare losses from any high point for WBIG and WBIL.
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Drawdown Indicators
| WBIG | WBIL | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -25.32% | -25.30% | -0.02% |
Max Drawdown (1Y)Largest decline over 1 year | -11.86% | -11.80% | -0.06% |
Max Drawdown (5Y)Largest decline over 5 years | -25.32% | -25.30% | -0.02% |
Max Drawdown (10Y)Largest decline over 10 years | -25.32% | -25.30% | -0.02% |
Current DrawdownCurrent decline from peak | -11.59% | -10.36% | -1.23% |
Average DrawdownAverage peak-to-trough decline | -10.95% | -7.02% | -3.93% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.15% | 3.52% | +0.63% |
Volatility
WBIG vs. WBIL - Volatility Comparison
The current volatility for WBI BullBear Yield 3000 ETF (WBIG) is 2.40%, while WBI BullBear Quality 3000 ETF (WBIL) has a volatility of 5.03%. This indicates that WBIG experiences smaller price fluctuations and is considered to be less risky than WBIL based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| WBIG | WBIL | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.40% | 5.03% | -2.63% |
Volatility (6M)Calculated over the trailing 6-month period | 7.46% | 10.93% | -3.47% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.21% | 15.53% | -3.32% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 12.06% | 13.53% | -1.47% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 11.48% | 12.47% | -0.99% |