NVBT vs WBIL

Comparison between ALLIANZIM U.S. EQUITY BUFFER10 NOV ETF (NVBT, ETF) and WBI BULLBEAR QUALITY 3000 ETF (WBIL, ETF).

NVBT vs WBIL - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	NVBT(ETF)	WBIL(ETF)
Net Assets	$31M	$31M
Expense Ratio	0.74%	1.55%
Max Drawdown	12.90%	25.30%
Sharpe Ratio	1.46	1.39
5Y Beta	0.59	0.71
P/E Ratio	N/A	40.51
Forward P/E	N/A	24.63
PEG Ratio	N/A	0.45
5Y Dividends CAGR	N/A	-31.20%
5Y EPS CAGR	N/A	18.06%
Debt to Equity	N/A	11.12%
P/S Ratio	N/A	4.06
P/B Ratio	N/A	7.27

Net Assets

NVBT

$31M

WBIL

$31M

Expense Ratio

Winner

NVBT

0.74%

WBIL

1.55%

Max Drawdown

Winner

NVBT

12.90%

WBIL

25.30%

Sharpe Ratio

Winner

NVBT

1.46

WBIL

1.39

5Y Beta

Winner

NVBT

0.59

WBIL

0.71

P/E Ratio

NVBT

N/A

WBIL

40.51

Forward P/E

NVBT

N/A

WBIL

24.63

PEG Ratio

NVBT

N/A

WBIL

0.45

5Y Dividends CAGR

NVBT

N/A

WBIL

-31.20%

5Y EPS CAGR

NVBT

N/A

WBIL

18.06%

Debt to Equity

NVBT

N/A

WBIL

11.12%

P/S Ratio

NVBT

N/A

WBIL

4.06

P/B Ratio

NVBT

N/A

WBIL

7.27

NVBT vs WBIL - Historical Returns

Returns include dividend reinvestment.

Period	NVBT	WBIL
1 month	+0.55%	+9.56%
3 months	+8.13%	+15.07%
6 months	+6.96%	+13.34%
1 year	+16.61%	+27.08%
5 years(CAGR)	N/A	+5.77%
10 years(CAGR)	N/A	+7.01%
Max(CAGR)	+13.29%	+4.63%

NVBT

+0.55%

Winner

WBIL

+9.56%

NVBT

+8.13%

Winner

WBIL

+15.07%

NVBT

+6.96%

Winner

WBIL

+13.34%

NVBT

+16.61%

Winner

WBIL

+27.08%

5Y(CAGR)

NVBT

N/A

WBIL

+5.77%

10Y(CAGR)

NVBT

N/A

WBIL

+7.01%

Max(CAGR)

Winner

NVBT

+13.29%

WBIL

+4.63%

NVBT vs WBIL - Annual Returns (2014 - 2026)

Returns include dividend reinvestment.

Year	NVBT	WBIL
2026	+6.48%	+14.30%
2025	+12.92%	-0.48%
2024	+12.31%	+15.42%
2023	+16.66%	+12.41%
2022	+0.24%	-9.54%
2021	N/A	+19.47%
2020	N/A	-2.54%
2019	N/A	+11.70%
2018	N/A	-9.59%
2017	N/A	+19.15%
2016	N/A	+5.58%
2015	N/A	-6.91%
2014	N/A	-3.12%

NVBT vs WBIL Drawdown Comparison

The maximum drawdown for NVBT was -12.90%, occurring on Apr 8, 2025. Recovery took 79 trading sessions.

The maximum drawdown for WBIL was -25.30%, occurring on Apr 21, 2025. Recovery took 364 trading sessions.

The current NVBT drawdown is -1.27%. The current WBIL drawdown is -2.26%.

Rank	NVBT	WBIL
#1	-12.90% Feb 19, 2025 - Jun 12, 2025	-25.30% Dec 6, 2024 - May 22, 2026
#2	-9.98% Jul 31, 2023 - Jan 12, 2024	-18.00% Sep 8, 2014 - Jun 1, 2017
#3	-6.21% Jan 27, 2026 - Apr 14, 2026	-15.10% Jan 29, 2018 - Mar 15, 2021
#4	-5.76% Feb 2, 2023 - Apr 18, 2023	-14.35% Jan 14, 2022 - Jan 29, 2024
#5	-4.83% Dec 1, 2022 - Jan 26, 2023	-8.49% Mar 28, 2024 - Oct 9, 2024
#6	-3.00% Nov 1, 2022 - Nov 10, 2022	-8.35% Aug 9, 2021 - Jan 4, 2022
#7	-2.94% Nov 12, 2025 - Nov 28, 2025	-5.74% Jun 2, 2026 - Jun 10, 2026
#8	-2.57% Jun 2, 2026 - Jun 10, 2026	-5.60% May 10, 2021 - Aug 4, 2021
#9	-2.47% Jul 31, 2024 - Aug 14, 2024	-3.20% Mar 15, 2021 - Mar 26, 2021
#10	-2.21% Dec 6, 2024 - Jan 21, 2025	-2.99% Jul 20, 2017 - Oct 5, 2017
#11	-2.11% May 1, 2023 - May 18, 2023	-2.36% Feb 15, 2024 - Feb 22, 2024
#12	-1.89% Apr 18, 2023 - Apr 28, 2023	-1.74% Oct 29, 2024 - Nov 6, 2024
#13	-1.78% Jun 15, 2023 - Jun 30, 2023	-1.73% Feb 12, 2024 - Feb 14, 2024
#14	-1.78% Jan 12, 2026 - Jan 27, 2026	-1.63% Jan 29, 2024 - Feb 2, 2024
#15	-1.66% May 18, 2023 - May 26, 2023	-1.54% Jan 4, 2022 - Jan 12, 2022