WBIF vs EVHY

Comparison between WBI BULLBEAR VALUE 3000 ETF (WBIF, ETF) and EATON VANCE HIGH YIELD ETF (EVHY, ETF).

WBIF vs EVHY - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	WBIF(ETF)	EVHY(ETF)
Net Assets	$24M	$24M
Expense Ratio	1.65%	0.48%
Max Drawdown	22.95%	6.57%
Sharpe Ratio	1.31	0.56
5Y Beta	0.59	0.19
P/E Ratio	21.15	N/A
Forward P/E	16.66	N/A
PEG Ratio	0.32	N/A
5Y Dividends CAGR	1.86%	N/A
5Y EPS CAGR	17.21%	N/A
Debt to Equity	46.67%	N/A
P/S Ratio	1.74	N/A
P/B Ratio	3.95	N/A

Net Assets

WBIF

$24M

EVHY

$24M

Expense Ratio

WBIF

1.65%

Winner

EVHY

0.48%

Max Drawdown

WBIF

22.95%

Winner

EVHY

6.57%

Sharpe Ratio

Winner

WBIF

1.31

EVHY

0.56

5Y Beta

WBIF

0.59

Winner

EVHY

0.19

P/E Ratio

WBIF

21.15

EVHY

N/A

Forward P/E

WBIF

16.66

EVHY

N/A

PEG Ratio

WBIF

0.32

EVHY

N/A

5Y Dividends CAGR

WBIF

1.86%

EVHY

N/A

5Y EPS CAGR

WBIF

17.21%

EVHY

N/A

Debt to Equity

WBIF

46.67%

EVHY

N/A

P/S Ratio

WBIF

1.74

EVHY

N/A

P/B Ratio

WBIF

3.95

EVHY

N/A

WBIF vs EVHY - Historical Returns

Returns include dividend reinvestment.

Period	WBIF	EVHY
1 month	+0.44%	+0.26%
3 months	+7.14%	+0.98%
6 months	+10.52%	+1.39%
1 year	+21.77%	+5.56%
5 years(CAGR)	+3.47%	N/A
10 years(CAGR)	+5.70%	N/A
Max(CAGR)	+3.81%	+9.57%

Winner

WBIF

+0.44%

EVHY

+0.26%

Winner

WBIF

+7.14%

EVHY

+0.98%

Winner

WBIF

+10.52%

EVHY

+1.39%

Winner

WBIF

+21.77%

EVHY

+5.56%

5Y(CAGR)

WBIF

+3.47%

EVHY

N/A

10Y(CAGR)

WBIF

+5.70%

EVHY

N/A

Max(CAGR)

WBIF

+3.81%

Winner

EVHY

+9.57%

WBIF vs EVHY - Annual Returns (2014 - 2026)

Returns include dividend reinvestment.

Year	WBIF	EVHY
2026	+13.78%	+1.73%
2025	+9.50%	+8.78%
2024	+3.62%	+6.81%
2023	+0.67%	+8.90%
2022	-8.77%	N/A
2021	+17.42%	N/A
2020	-2.86%	N/A
2019	+2.81%	N/A
2018	-4.46%	N/A
2017	+18.86%	N/A
2016	+9.73%	N/A
2015	-4.12%	N/A
2014	-3.11%	N/A

WBIF vs EVHY Drawdown Comparison

The maximum drawdown for WBIF was -20.28%, occurring on Oct 27, 2023. Recovery took 875 trading sessions.

The maximum drawdown for EVHY was -3.71%, occurring on Apr 8, 2025. Recovery took 41 trading sessions.

The current WBIF drawdown is -1.38%. The current EVHY drawdown is -0.19%.

Rank	WBIF	EVHY
#1	-20.28% Apr 8, 2022 - Oct 6, 2025	-3.71% Feb 28, 2025 - Apr 29, 2025
#2	-19.19% Sep 21, 2018 - Apr 5, 2021	-2.51% Jan 28, 2026 - Apr 17, 2026
#3	-14.91% Feb 26, 2015 - Jan 24, 2017	-2.11% Mar 27, 2024 - May 3, 2024
#4	-10.28% May 10, 2021 - Apr 8, 2022	-1.64% Dec 6, 2024 - Jan 27, 2025
#5	-9.49% Jan 26, 2018 - Aug 27, 2018	-1.56% Dec 27, 2023 - Feb 1, 2024
#6	-6.64% Nov 25, 2014 - Feb 26, 2015	-1.11% Sep 30, 2024 - Nov 8, 2024
#7	-6.60% Mar 2, 2026 - Apr 20, 2026	-1.03% Nov 3, 2023 - Nov 14, 2023
#8	-6.19% Sep 5, 2014 - Nov 21, 2014	-1.01% Oct 2, 2025 - Oct 20, 2025
#9	-5.79% Oct 8, 2025 - Jan 15, 2026	-1.00% Feb 1, 2024 - Mar 8, 2024
#10	-3.82% Jul 20, 2017 - Oct 3, 2017	-0.95% Apr 17, 2026 - May 28, 2026
#11	-3.80% Apr 26, 2017 - Jun 1, 2017	-0.83% May 15, 2024 - Jun 4, 2024
#12	-2.73% Apr 21, 2026 - May 22, 2026	-0.74% Jul 3, 2025 - Jul 22, 2025
#13	-2.58% Jun 2, 2026 - Jun 12, 2026	-0.71% Jul 31, 2024 - Aug 13, 2024
#14	-2.55% Mar 15, 2017 - Apr 26, 2017	-0.71% Nov 8, 2024 - Nov 25, 2024
#15	-2.05% Feb 20, 2026 - Feb 26, 2026	-0.69% Oct 27, 2025 - Nov 25, 2025

Correlation

Correlation between WBIF and EVHY is 0.80 which considered as a strong positive correlation - the stocks tend to move together.

0.80

-101

Dividend Comparison (2014 - 2026)

WBIF vs EVHY dividend yield comparison.

Year	WBIF	EVHY
2026	0.00%	3.11%
2025	0.14%	7.39%
2024	1.17%	7.66%
2023	0.81%	1.44%
2022	0.96%	0.00%
2021	2.59%	0.00%
2020	0.09%	0.00%
2019	1.04%	0.00%
2018	0.77%	0.00%
2017	0.75%	0.00%
2016	0.67%	0.00%
2015	0.86%	0.00%
2014	0.17%	0.00%