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WBIY vs. RDVY
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between WBIY and RDVY is 0.83, 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.


-0.50.00.51.00.8

Performance

WBIY vs. RDVY - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in WBI Power Factor High Dividend ETF (WBIY) and First Trust Rising Dividend Achievers ETF (RDVY). The values are adjusted to include any dividend payments, if applicable.

-5.00%0.00%5.00%10.00%AugustSeptemberOctoberNovemberDecember2025
4.36%
9.38%
WBIY
RDVY

Key characteristics

Sharpe Ratio

WBIY:

0.95

RDVY:

1.68

Sortino Ratio

WBIY:

1.45

RDVY:

2.41

Omega Ratio

WBIY:

1.17

RDVY:

1.31

Calmar Ratio

WBIY:

1.38

RDVY:

3.10

Martin Ratio

WBIY:

3.78

RDVY:

8.62

Ulcer Index

WBIY:

3.50%

RDVY:

3.03%

Daily Std Dev

WBIY:

13.93%

RDVY:

15.61%

Max Drawdown

WBIY:

-48.71%

RDVY:

-40.60%

Current Drawdown

WBIY:

-5.87%

RDVY:

-2.94%

Returns By Period

In the year-to-date period, WBIY achieves a 2.07% return, which is significantly lower than RDVY's 5.14% return.


WBIY

YTD

2.07%

1M

2.72%

6M

2.96%

1Y

12.87%

5Y*

8.07%

10Y*

N/A

RDVY

YTD

5.14%

1M

4.87%

6M

9.09%

1Y

24.88%

5Y*

13.48%

10Y*

13.19%

*Annualized

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


WBIY vs. RDVY - Expense Ratio Comparison

WBIY has a 0.70% expense ratio, which is higher than RDVY's 0.50% expense ratio.


WBIY
WBI Power Factor High Dividend ETF
Expense ratio chart for WBIY: current value at 0.70% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.70%
Expense ratio chart for RDVY: current value at 0.50% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.50%

Risk-Adjusted Performance

WBIY vs. RDVY — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

WBIY
The Risk-Adjusted Performance Rank of WBIY is 3939
Overall Rank
The Sharpe Ratio Rank of WBIY is 3535
Sharpe Ratio Rank
The Sortino Ratio Rank of WBIY is 3636
Sortino Ratio Rank
The Omega Ratio Rank of WBIY is 3535
Omega Ratio Rank
The Calmar Ratio Rank of WBIY is 5050
Calmar Ratio Rank
The Martin Ratio Rank of WBIY is 3838
Martin Ratio Rank

RDVY
The Risk-Adjusted Performance Rank of RDVY is 6969
Overall Rank
The Sharpe Ratio Rank of RDVY is 6666
Sharpe Ratio Rank
The Sortino Ratio Rank of RDVY is 6868
Sortino Ratio Rank
The Omega Ratio Rank of RDVY is 6666
Omega Ratio Rank
The Calmar Ratio Rank of RDVY is 7979
Calmar Ratio Rank
The Martin Ratio Rank of RDVY is 6767
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

WBIY vs. RDVY - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for WBI Power Factor High Dividend ETF (WBIY) and First Trust Rising Dividend Achievers ETF (RDVY). 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.


Sharpe ratio
The chart of Sharpe ratio for WBIY, currently valued at 0.95, compared to the broader market0.002.004.000.951.68
The chart of Sortino ratio for WBIY, currently valued at 1.45, compared to the broader market0.005.0010.001.452.41
The chart of Omega ratio for WBIY, currently valued at 1.17, compared to the broader market1.002.003.001.171.31
The chart of Calmar ratio for WBIY, currently valued at 1.38, compared to the broader market0.005.0010.0015.0020.001.383.10
The chart of Martin ratio for WBIY, currently valued at 3.78, compared to the broader market0.0020.0040.0060.0080.00100.003.788.62
WBIY
RDVY

The current WBIY Sharpe Ratio is 0.95, which is lower than the RDVY Sharpe Ratio of 1.68. The chart below compares the historical Sharpe Ratios of WBIY and RDVY, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio0.501.001.502.002.50AugustSeptemberOctoberNovemberDecember2025
0.95
1.68
WBIY
RDVY

Dividends

WBIY vs. RDVY - Dividend Comparison

WBIY's dividend yield for the trailing twelve months is around 4.48%, more than RDVY's 1.56% yield.


TTM20242023202220212020201920182017201620152014
WBIY
WBI Power Factor High Dividend ETF
4.48%4.57%4.87%4.40%3.94%5.10%4.54%6.11%5.84%0.01%0.00%0.00%
RDVY
First Trust Rising Dividend Achievers ETF
1.56%1.65%2.09%2.21%1.04%1.53%1.55%1.68%1.25%2.07%2.14%1.91%

Drawdowns

WBIY vs. RDVY - Drawdown Comparison

The maximum WBIY drawdown since its inception was -48.71%, which is greater than RDVY's maximum drawdown of -40.60%. Use the drawdown chart below to compare losses from any high point for WBIY and RDVY. For additional features, visit the drawdowns tool.


-10.00%-8.00%-6.00%-4.00%-2.00%0.00%AugustSeptemberOctoberNovemberDecember2025
-5.87%
-2.94%
WBIY
RDVY

Volatility

WBIY vs. RDVY - Volatility Comparison

The current volatility for WBI Power Factor High Dividend ETF (WBIY) is 4.39%, while First Trust Rising Dividend Achievers ETF (RDVY) has a volatility of 5.36%. This indicates that WBIY experiences smaller price fluctuations and is considered to be less risky than RDVY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


3.00%4.00%5.00%6.00%7.00%AugustSeptemberOctoberNovemberDecember2025
4.39%
5.36%
WBIY
RDVY
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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