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IBCB vs WBIY

Comparison between ISHARES IBONDS MAR 2016 CORPORATE EXFINANCIALS ETF (IBCB, ETF) and WBI POWER FACTOR HIGH DIVIDEND ETF (WBIY, ETF).

IBCB vs WBIY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
Winner
IBCB
$61M
WBIY
$60M
Expense Ratio
Winner
IBCB
0.10%
WBIY
0.97%
Max Drawdown
IBCB
75.26%
Winner
WBIY
52.13%
Sharpe Ratio
IBCB
-1.45
Winner
WBIY
1.28
5Y Beta
Winner
IBCB
0.28
WBIY
0.60
P/E Ratio
IBCB
N/A
WBIY
11.57
Forward P/E
IBCB
N/A
WBIY
9.46
PEG Ratio
IBCB
N/A
WBIY
0.07
5Y Dividends CAGR
IBCB
N/A
WBIY
10.26%
5Y EPS CAGR
IBCB
N/A
WBIY
2.99%
P/S Ratio
IBCB
N/A
WBIY
0.87
P/B Ratio
IBCB
N/A
WBIY
1.71

IBCB vs WBIY - Holdings Comparison

IBCB and WBIY have 1 common holdings. Overlap is -0.43%

IBCB's top 25 holdings weight is 30.21%. WBIY's top 25 holdings weight is 75.90%.

RankIBCBWBIY
#1
AMAZON.COM, INC. 4.875% (n/a) - 2.52%
HP INC (HPQ) - 6.60%
#2
n/a (n/a) - 2.30%
BEST BUY CO INC (BBY) - 5.25%
#3
ORACLE CORP. 5.7% (n/a) - 2.16%
ALTRIA GROUP INC (MO) - 4.98%
#4
META PLATFORMS INC 5.25% (n/a) - 2.06%
UNITED PARCEL SERVICE INC CLASS B (UPS) - 4.94%
#5
SALESFORCE INC. 5.55% (n/a) - 1.96%
SKYWORKS SOLUTIONS INC (SWKS) - 4.91%
#6
ALPHABET INC. 4.8% (n/a) - 1.90%
THE CAMPBELL'S CO (CPB) - 4.78%
#7
ABBOTT LABORATORIES 4.65% (n/a) - 1.63%
VERIZON COMMUNICATIONS INC (VZ) - 4.78%
#8
HONEYWELL AEROSPACE INC. 4.95% (n/a) - 1.28%
GENERAL MILLS INC (GIS) - 4.46%
#9
NOVARTIS CAPITAL CORPORATION 4.9% (n/a) - 1.03%
PFIZER INC (PFE) - 4.38%
#10
TELEFONICA EMISIONES S.A.U. 7.045% (n/a) - 1.01%
ROBERT HALF INC (RHI) - 3.27%
#11
VERIZON COMMUNICATIONS INC. 5% (n/a) - 0.99%
H&R BLOCK INC (HRB) - 3.24%
#12
BROADCOM INC 4.8% (n/a) - 0.99%
ONEMAIN HOLDINGS INC (OMF) - 2.39%
#13
BROADCOM INC 3.187% (n/a) - 0.98%
THE WESTERN UNION CO (WU) - 1.86%
#14
n/a (n/a) - 0.90%
NORTHERN OIL & GAS INC (NOG) - 1.83%
#15
EATON CORP. 4.8% (n/a) - 0.89%
HESS MIDSTREAM LP CLASS A (HESM) - 1.77%
#16
HSBC HOLDINGS PLC 6.5% (n/a) - 0.83%
SIRIUS XM HOLDINGS INC (SIRI) - 1.76%
#17
MICROSOFT CORP. 3.45% (n/a) - 0.82%
FRANKLIN RESOURCES INC (BEN) - 1.74%
#18
AMGEN INC. 4.85% (n/a) - 0.80%
T. ROWE PRICE GROUP INC (TROW) - 1.74%
#19
BERKSHIRE HATHAWAY ENERGY COMPANY 6.125% (n/a) - 0.80%
GRAPHIC PACKAGING HOLDING CO (GPK) - 1.72%
#20
AT&T INC 5.25% (n/a) - 0.76%
ONEOK INC (OKE) - 1.70%
#21
OCCIDENTAL PETROLEUM CORP. 6.45% (n/a) - 0.74%
THE AES CORP (AES) - 1.67%
#22
INTEL CORPORATION 5.3% (n/a) - 0.74%
PRUDENTIAL FINANCIAL INC (PRU) - 1.66%
#23
THE CIGNA GROUP 5.25% (n/a) - 0.72%
EDISON INTERNATIONAL (EIX) - 1.54%
#24
AMPHENOL CORPORATION 4.625% (n/a) - 0.70%
DOMINION ENERGY INC (D) - 1.49%
#25
ROYAL CARIBBEAN CRUISES LTD. 5.375% (n/a) - 0.70%
COLUMBIA BANKING SYSTEM INC (COLB) - 1.44%
Total Holdings25452

IBCB vs WBIY - Historical Returns

Returns include dividend reinvestment.

1M
IBCB
+0.46%
Winner
WBIY
+6.15%
3M
IBCB
+1.82%
Winner
WBIY
+7.93%
6M
IBCB
N/A
WBIY
+11.41%
1Y
IBCB
N/A
WBIY
+24.76%
5Y(CAGR)
IBCB
N/A
WBIY
+9.64%
10Y(CAGR)
IBCB
-12.59%
Winner
WBIY
+8.78%
Max(CAGR)
IBCB
-12.28%
Winner
WBIY
+8.78%

IBCB vs WBIY - Annual Returns (2016 - 2026)

Returns include dividend reinvestment.

YearIBCBWBIY
2026+1.82%+12.04%
2025N/A+13.23%
2024N/A+7.37%
2023N/A+13.42%
2022N/A-1.29%
2021N/A+29.40%
2020N/A-8.67%
2019N/A+23.12%
2018N/A-15.37%
2017N/A+13.33%
2016+0.23%-1.39%

IBCB vs WBIY Drawdown Comparison

The maximum drawdown for IBCB was -75.23%, occurring on Mar 27, 2026. This drawdown has not yet recovered.

The maximum drawdown for WBIY was -48.78%, occurring on Mar 23, 2020. Recovery took 276 trading sessions.

The current IBCB drawdown is -74.69%.

RankIBCBWBIY
#1-75.23%
Jan 13, 2016 - Mar 27, 2026
-48.78%
Jan 16, 2020 - Feb 22, 2021
#2-0.28%
Jan 7, 2016 - Jan 13, 2016
-21.65%
Aug 21, 2018 - Jan 14, 2020
#3-0.02%
Jan 5, 2016 - Jan 7, 2016
-20.98%
Apr 20, 2022 - Jan 31, 2023
#4N/A-19.38%
Nov 25, 2024 - Jul 23, 2025
#5N/A-16.82%
Feb 2, 2023 - Dec 14, 2023
#6N/A-9.57%
Jan 26, 2018 - Jun 8, 2018
#7N/A-9.44%
Jan 4, 2017 - Sep 26, 2017
#8N/A-7.44%
Nov 12, 2021 - Dec 28, 2021
#9N/A-6.63%
Jul 23, 2025 - Aug 22, 2025
#10N/A-6.52%
Jun 11, 2021 - Nov 11, 2021
#11N/A-6.48%
Feb 11, 2026 - May 28, 2026
#12N/A-6.40%
Mar 28, 2024 - Jul 16, 2024
#13N/A-5.81%
Sep 11, 2025 - Nov 26, 2025
#14N/A-5.66%
Jan 14, 2022 - Mar 29, 2022
#15N/A-5.47%
Jul 17, 2024 - Aug 26, 2024

Correlation

Correlation between IBCB and WBIY is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.

0.96
-101

Dividend Comparison (2016 - 2026)

IBCB vs WBIY dividend yield comparison.

YearIBCBWBIY
20260.63%1.02%
20250.00%4.73%
20240.00%4.57%
20230.00%4.87%
20220.00%4.40%
20210.00%3.94%
20200.00%5.10%
20190.00%4.54%
20180.00%3.25%
20170.00%5.84%
20160.06%0.01%

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