STBF vs WBIY

Comparison between PERFORMANCE TRUST SHORT TERM BOND ETF (STBF, ETF) and WBI POWER FACTOR HIGH DIVIDEND ETF (WBIY, ETF).

STBF vs WBIY - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	STBF(ETF)	WBIY(ETF)
Net Assets	$60M	$60M
Expense Ratio	0.65%	0.97%
Max Drawdown	2.00%	52.13%
Sharpe Ratio	1.08	1.28
5Y Beta	-0.00	0.60
P/E Ratio	N/A	11.57
Forward P/E	N/A	9.46
PEG Ratio	N/A	0.07
5Y Dividends CAGR	N/A	10.26%
5Y EPS CAGR	N/A	2.99%
P/S Ratio	N/A	0.87
P/B Ratio	N/A	1.71

Net Assets

STBF

$60M

Winner

WBIY

$60M

Expense Ratio

Winner

STBF

0.65%

WBIY

0.97%

Max Drawdown

Winner

STBF

2.00%

WBIY

52.13%

Sharpe Ratio

STBF

1.08

Winner

WBIY

1.28

5Y Beta

Winner

STBF

-0.00

WBIY

0.60

P/E Ratio

STBF

N/A

WBIY

11.57

Forward P/E

STBF

N/A

WBIY

9.46

PEG Ratio

STBF

N/A

WBIY

0.07

5Y Dividends CAGR

STBF

N/A

WBIY

10.26%

5Y EPS CAGR

STBF

N/A

WBIY

2.99%

P/S Ratio

STBF

N/A

WBIY

0.87

P/B Ratio

STBF

N/A

WBIY

1.71

STBF vs WBIY - Historical Returns

Returns include dividend reinvestment.

Period	STBF	WBIY
1 month	+0.15%	+6.15%
3 months	+1.13%	+7.93%
6 months	+1.81%	+11.41%
1 year	+5.34%	+24.76%
5 years(CAGR)	N/A	+9.64%
10 years(CAGR)	N/A	+8.78%
Max(CAGR)	+5.74%	+8.78%

STBF

+0.15%

Winner

WBIY

+6.15%

STBF

+1.13%

Winner

WBIY

+7.93%

STBF

+1.81%

Winner

WBIY

+11.41%

STBF

+5.34%

Winner

WBIY

+24.76%

5Y(CAGR)

STBF

N/A

WBIY

+9.64%

10Y(CAGR)

STBF

N/A

WBIY

+8.78%

Max(CAGR)

STBF

+5.74%

Winner

WBIY

+8.78%

STBF vs WBIY - Annual Returns (2016 - 2026)

Returns include dividend reinvestment.

Year	STBF	WBIY
2026	+1.54%	+12.04%
2025	+6.35%	+13.23%
2024	+4.59%	+7.37%
2023	N/A	+13.42%
2022	N/A	-1.29%
2021	N/A	+29.40%
2020	N/A	-8.67%
2019	N/A	+23.12%
2018	N/A	-15.37%
2017	N/A	+13.33%
2016	N/A	-1.39%

STBF vs WBIY Drawdown Comparison

The maximum drawdown for STBF was -1.18%, occurring on Apr 11, 2025. Recovery took 16 trading sessions.

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

The current STBF drawdown is -0.01%.

Rank	STBF	WBIY
#1	-1.18% Apr 4, 2025 - Apr 29, 2025	-48.78% Jan 16, 2020 - Feb 22, 2021
#2	-1.00% Feb 26, 2026 - Apr 17, 2026	-21.65% Aug 21, 2018 - Jan 14, 2020
#3	-0.64% Dec 9, 2024 - Jan 27, 2025	-20.98% Apr 20, 2022 - Jan 31, 2023
#4	-0.63% Mar 4, 2025 - Apr 4, 2025	-19.38% Nov 25, 2024 - Jul 23, 2025
#5	-0.58% May 11, 2026 - May 19, 2026	-16.82% Feb 2, 2023 - Dec 14, 2023
#6	-0.53% Oct 1, 2024 - Nov 26, 2024	-9.57% Jan 26, 2018 - Jun 8, 2018
#7	-0.51% Oct 27, 2025 - Nov 21, 2025	-9.44% Jan 4, 2017 - Sep 26, 2017
#8	-0.47% Aug 2, 2024 - Aug 19, 2024	-7.44% Nov 12, 2021 - Dec 28, 2021
#9	-0.44% Apr 30, 2025 - Jun 2, 2025	-6.63% Jul 23, 2025 - Aug 22, 2025
#10	-0.40% Apr 9, 2024 - May 3, 2024	-6.52% Jun 11, 2021 - Nov 11, 2021
#11	-0.31% May 15, 2024 - Jun 4, 2024	-6.48% Feb 11, 2026 - May 28, 2026
#12	-0.28% Apr 27, 2026 - May 8, 2026	-6.40% Mar 28, 2024 - Jul 16, 2024
#13	-0.24% Jun 30, 2025 - Jul 22, 2025	-5.81% Sep 11, 2025 - Nov 26, 2025
#14	-0.22% Jun 25, 2024 - Jul 5, 2024	-5.66% Jan 14, 2022 - Mar 29, 2022
#15	-0.18% Jun 5, 2025 - Jun 12, 2025	-5.47% Jul 17, 2024 - Aug 26, 2024

Correlation

Correlation between STBF and WBIY is 0.86 which considered as a strong positive correlation - the stocks tend to move together.

0.86

-101

Dividend Comparison (2016 - 2026)

STBF vs WBIY dividend yield comparison.

Year	STBF	WBIY
2026	1.57%	1.02%
2025	5.10%	4.73%
2024	4.18%	4.57%
2023	0.00%	4.87%
2022	0.00%	4.40%
2021	0.00%	3.94%
2020	0.00%	5.10%
2019	0.00%	4.54%
2018	0.00%	3.25%
2017	0.00%	5.84%
2016	0.00%	0.01%