WBIG vs. WRND
Compare and contrast key facts about WBI BullBear Yield 3000 ETF (WBIG) and IQ Global Equity R&D Leaders ETF (WRND).
WBIG and WRND 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. WRND is a passively managed fund by IndexIQ that tracks the performance of the IQ Global Equity R&D Leaders Index - Benchmark TR Net. It was launched on Feb 8, 2022.
Performance
WBIG vs. WRND - Performance Comparison
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WBIG vs. WRND - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
WBIG WBI BullBear Yield 3000 ETF | 0.96% | -0.39% | 5.87% | -2.68% | -10.78% |
WRND IQ Global Equity R&D Leaders ETF | -1.67% | 27.72% | 13.46% | 34.85% | -19.17% |
Returns By Period
In the year-to-date period, WBIG achieves a 0.96% return, which is significantly higher than WRND's -1.67% 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%
WRND
- 1D
- 1.48%
- 1M
- -4.99%
- YTD
- -1.67%
- 6M
- 0.26%
- 1Y
- 25.07%
- 3Y*
- 18.38%
- 5Y*
- —
- 10Y*
- —
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WBIG vs. WRND - Expense Ratio Comparison
WBIG has a 1.14% expense ratio, which is higher than WRND's 0.18% expense ratio.
Return for Risk
WBIG vs. WRND — Risk / Return Rank
WBIG
WRND
WBIG vs. WRND - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for WBI BullBear Yield 3000 ETF (WBIG) and IQ Global Equity R&D Leaders ETF (WRND). 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 | WRND | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.42 | 1.22 | -0.80 |
Sortino ratioReturn per unit of downside risk | 0.61 | 1.79 | -1.18 |
Omega ratioGain probability vs. loss probability | 1.09 | 1.25 | -0.15 |
Calmar ratioReturn relative to maximum drawdown | 0.46 | 1.94 | -1.48 |
Martin ratioReturn relative to average drawdown | 1.33 | 7.53 | -6.21 |
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 | WRND | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.42 | 1.22 | -0.80 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.04 | — | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.26 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.09 | 0.60 | -0.51 |
Correlation
The correlation between WBIG and WRND is 0.63, 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. WRND - Dividend Comparison
WBIG's dividend yield for the trailing twelve months is around 1.42%, more than WRND's 1.17% 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% |
WRND IQ Global Equity R&D Leaders ETF | 1.17% | 1.29% | 1.15% | 2.06% | 2.06% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
WBIG vs. WRND - Drawdown Comparison
The maximum WBIG drawdown since its inception was -25.32%, smaller than the maximum WRND drawdown of -27.16%. Use the drawdown chart below to compare losses from any high point for WBIG and WRND.
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Drawdown Indicators
| WBIG | WRND | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -25.32% | -27.16% | +1.84% |
Max Drawdown (1Y)Largest decline over 1 year | -11.86% | -12.75% | +0.89% |
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 | -11.59% | -7.52% | -4.07% |
Average DrawdownAverage peak-to-trough decline | -10.95% | -6.17% | -4.78% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.15% | 3.29% | +0.86% |
Volatility
WBIG vs. WRND - Volatility Comparison
The current volatility for WBI BullBear Yield 3000 ETF (WBIG) is 2.40%, while IQ Global Equity R&D Leaders ETF (WRND) has a volatility of 8.05%. This indicates that WBIG experiences smaller price fluctuations and is considered to be less risky than WRND based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| WBIG | WRND | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.40% | 8.05% | -5.65% |
Volatility (6M)Calculated over the trailing 6-month period | 7.46% | 13.27% | -5.81% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.21% | 20.63% | -8.42% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 12.06% | 18.78% | -6.72% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 11.48% | 18.78% | -7.30% |