WBIY vs. WBIG
Compare and contrast key facts about WBI Power Factor High Dividend ETF (WBIY) and WBI BullBear Yield 3000 ETF (WBIG).
WBIY and WBIG are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. WBIY is a passively managed fund by WBI that tracks the performance of the Solactive Power Factor High Dividend Index. It was launched on Dec 19, 2016. WBIG is an actively managed fund by WBI. It was launched on Aug 27, 2014.
Performance
WBIY vs. WBIG - Performance Comparison
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WBIY vs. WBIG - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
WBIY WBI Power Factor High Dividend ETF | 6.54% | 13.00% | 8.36% | 13.80% | -0.52% | 28.35% | -8.48% | 24.82% | -14.47% | 14.59% |
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% |
Returns By Period
In the year-to-date period, WBIY achieves a 6.54% return, which is significantly higher than WBIG's 0.96% return.
WBIY
- 1D
- -0.62%
- 1M
- -2.73%
- YTD
- 6.54%
- 6M
- 9.25%
- 1Y
- 20.06%
- 3Y*
- 13.58%
- 5Y*
- 9.79%
- 10Y*
- —
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%
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WBIY vs. WBIG - Expense Ratio Comparison
WBIY has a 0.97% expense ratio, which is lower than WBIG's 1.14% expense ratio.
Return for Risk
WBIY vs. WBIG — Risk / Return Rank
WBIY
WBIG
WBIY vs. WBIG - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for WBI Power Factor High Dividend ETF (WBIY) and WBI BullBear Yield 3000 ETF (WBIG). 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.
| WBIY | WBIG | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.03 | 0.42 | +0.61 |
Sortino ratioReturn per unit of downside risk | 1.62 | 0.61 | +1.01 |
Omega ratioGain probability vs. loss probability | 1.20 | 1.09 | +0.11 |
Calmar ratioReturn relative to maximum drawdown | 1.55 | 0.46 | +1.08 |
Martin ratioReturn relative to average drawdown | 5.81 | 1.33 | +4.48 |
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
| WBIY | WBIG | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.03 | 0.42 | +0.61 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.53 | 0.04 | +0.49 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.26 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.37 | 0.09 | +0.27 |
Correlation
The correlation between WBIY and WBIG is 0.66, 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
WBIY vs. WBIG - Dividend Comparison
WBIY's dividend yield for the trailing twelve months is around 4.55%, more than WBIG's 1.42% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
WBIY WBI Power Factor High Dividend ETF | 4.55% | 4.73% | 4.57% | 4.87% | 4.40% | 3.94% | 5.10% | 4.54% | 3.25% | 5.84% | 0.01% | 0.00% |
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% |
Drawdowns
WBIY vs. WBIG - Drawdown Comparison
The maximum WBIY drawdown since its inception was -48.71%, which is greater than WBIG's maximum drawdown of -25.32%. Use the drawdown chart below to compare losses from any high point for WBIY and WBIG.
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Drawdown Indicators
| WBIY | WBIG | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -48.71% | -25.32% | -23.39% |
Max Drawdown (1Y)Largest decline over 1 year | -12.94% | -11.86% | -1.08% |
Max Drawdown (5Y)Largest decline over 5 years | -20.97% | -25.32% | +4.35% |
Max Drawdown (10Y)Largest decline over 10 years | — | -25.32% | — |
Current DrawdownCurrent decline from peak | -3.91% | -11.59% | +7.68% |
Average DrawdownAverage peak-to-trough decline | -7.20% | -10.95% | +3.75% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.44% | 4.15% | -0.71% |
Volatility
WBIY vs. WBIG - Volatility Comparison
WBI Power Factor High Dividend ETF (WBIY) has a higher volatility of 2.97% compared to WBI BullBear Yield 3000 ETF (WBIG) at 2.40%. This indicates that WBIY's price experiences larger fluctuations and is considered to be riskier than WBIG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| WBIY | WBIG | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.97% | 2.40% | +0.57% |
Volatility (6M)Calculated over the trailing 6-month period | 10.14% | 7.46% | +2.68% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.51% | 12.21% | +7.30% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.51% | 12.06% | +6.45% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.79% | 11.48% | +11.31% |