INVG vs WBIG

Comparison between GMO SYSTEMATIC INVESTMENT GRADE CREDIT ETF (INVG, ETF) and WBI BULLBEAR YIELD 3000 ETF (WBIG, ETF).

INVG vs WBIG - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	INVG(ETF)	WBIG(ETF)
Net Assets	$28M	$28M
Expense Ratio	0.25%	1.59%
Max Drawdown	4.38%	29.44%
Sharpe Ratio	0.57	1.39
5Y Beta	0.16	0.51
P/E Ratio	N/A	17.80
Forward P/E	N/A	15.05
PEG Ratio	N/A	0.29
5Y Dividends CAGR	N/A	0.62%
5Y EPS CAGR	N/A	13.55%
Debt to Equity	N/A	-151.95%
P/S Ratio	N/A	1.57
P/B Ratio	N/A	2.89

Net Assets

INVG

$28M

Winner

WBIG

$28M

Expense Ratio

Winner

INVG

0.25%

WBIG

1.59%

Max Drawdown

Winner

INVG

4.38%

WBIG

29.44%

Sharpe Ratio

INVG

0.57

Winner

WBIG

1.39

5Y Beta

Winner

INVG

0.16

WBIG

0.51

P/E Ratio

INVG

N/A

WBIG

17.80

Forward P/E

INVG

N/A

WBIG

15.05

PEG Ratio

INVG

N/A

WBIG

0.29

5Y Dividends CAGR

INVG

N/A

WBIG

0.62%

5Y EPS CAGR

INVG

N/A

WBIG

13.55%

Debt to Equity

INVG

N/A

WBIG

-151.95%

P/S Ratio

INVG

N/A

WBIG

1.57

P/B Ratio

INVG

N/A

WBIG

2.89

INVG vs WBIG - Historical Returns

Returns include dividend reinvestment.

Period	INVG	WBIG
1 month	+0.82%	+6.22%
3 months	+1.95%	+7.79%
6 months	+1.50%	+9.33%
1 year	+5.43%	+19.33%
5 years(CAGR)	N/A	+0.98%
10 years(CAGR)	N/A	+4.04%
Max(CAGR)	+5.66%	+1.74%

INVG

+0.82%

Winner

WBIG

+6.22%

INVG

+1.95%

Winner

WBIG

+7.79%

INVG

+1.50%

Winner

WBIG

+9.33%

INVG

+5.43%

Winner

WBIG

+19.33%

5Y(CAGR)

INVG

N/A

WBIG

+0.98%

10Y(CAGR)

INVG

N/A

WBIG

+4.04%

Max(CAGR)

Winner

INVG

+5.66%

WBIG

+1.74%

INVG vs WBIG - Annual Returns (2014 - 2026)

Returns include dividend reinvestment.

Year	INVG	WBIG
2026	+1.06%	+9.43%
2025	+4.70%	-0.76%
2024	N/A	+5.85%
2023	N/A	-1.61%
2022	N/A	-8.62%
2021	N/A	+17.62%
2020	N/A	-3.62%
2019	N/A	+6.72%
2018	N/A	-8.75%
2017	N/A	+24.97%
2016	N/A	-1.37%
2015	N/A	-10.24%
2014	N/A	-2.01%

INVG vs WBIG Drawdown Comparison

The maximum drawdown for INVG was -3.15%, occurring on Mar 27, 2026. This drawdown has not yet recovered.

The maximum drawdown for WBIG was -25.32%, occurring on Apr 21, 2025. This drawdown has not yet recovered.

The current INVG drawdown is -0.53%. The current WBIG drawdown is -3.68%.

Rank	INVG	WBIG
#1	-3.15% Feb 20, 2026 - Mar 27, 2026	-25.32% Mar 25, 2022 - Apr 21, 2025
#2	-1.67% Oct 28, 2025 - Feb 10, 2026	-23.84% May 15, 2015 - Oct 24, 2017
#3	-1.12% Jul 1, 2025 - Jul 29, 2025	-19.61% Jan 26, 2018 - May 6, 2021
#4	-0.88% Sep 16, 2025 - Oct 14, 2025	-7.06% Jan 14, 2022 - Mar 24, 2022
#5	-0.63% Jun 4, 2025 - Jun 12, 2025	-6.68% Aug 10, 2021 - Jan 4, 2022
#6	-0.59% Aug 13, 2025 - Aug 22, 2025	-5.47% Sep 8, 2014 - Apr 27, 2015
#7	-0.53% Jun 12, 2025 - Jun 23, 2025	-4.35% Jun 8, 2021 - Aug 3, 2021
#8	-0.52% Aug 28, 2025 - Sep 4, 2025	-3.01% May 10, 2021 - Jun 4, 2021
#9	-0.35% Aug 6, 2025 - Aug 13, 2025	-2.35% May 4, 2015 - May 14, 2015
#10	-0.28% Jul 29, 2025 - Aug 1, 2025	-2.07% Oct 27, 2017 - Nov 28, 2017
#11	-0.20% Sep 8, 2025 - Sep 10, 2025	-1.20% Apr 27, 2015 - May 1, 2015
#12	-0.20% Jun 26, 2025 - Jun 30, 2025	-0.91% Dec 12, 2017 - Dec 15, 2017
#13	-0.16% Aug 22, 2025 - Aug 28, 2025	-0.84% Jan 4, 2022 - Jan 6, 2022
#14	-0.14% Sep 11, 2025 - Sep 15, 2025	-0.68% Oct 24, 2017 - Oct 26, 2017
#15	-0.14% Oct 16, 2025 - Oct 20, 2025	-0.56% Dec 4, 2017 - Dec 7, 2017

Correlation

Correlation between INVG and WBIG is 0.89 which considered as a strong positive correlation - the stocks tend to move together.

0.89

-101

Dividend Comparison (2014 - 2026)

INVG vs WBIG dividend yield comparison.

Year	INVG	WBIG
2026	1.83%	0.41%
2025	2.81%	1.74%
2024	0.00%	2.05%
2023	0.00%	1.74%
2022	0.00%	1.30%
2021	0.00%	2.94%
2020	0.00%	0.90%
2019	0.00%	1.87%
2018	0.00%	1.20%
2017	0.00%	1.27%
2016	0.00%	0.96%
2015	0.00%	1.41%
2014	0.00%	0.10%