WBIF vs MRCP

Comparison between WBI BULLBEAR VALUE 3000 ETF (WBIF, ETF) and PGIM S&P 500 BUFFER 12 ETF - MARCH (MRCP, ETF).

WBIF vs MRCP - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	WBIF(ETF)	MRCP(ETF)
Net Assets	$24M	$24M
Expense Ratio	1.65%	0.50%
Max Drawdown	22.95%	10.73%
Sharpe Ratio	1.37	2.02
5Y Beta	0.60	0.56
P/E Ratio	18.75	N/A
Forward P/E	15.02	N/A
PEG Ratio	0.21	N/A
5Y Dividends CAGR	1.86%	N/A
5Y EPS CAGR	14.58%	N/A
Debt to Equity	29.33%	N/A
P/S Ratio	1.58	N/A
P/B Ratio	2.94	N/A

Net Assets

WBIF

$24M

Winner

MRCP

$24M

Expense Ratio

WBIF

1.65%

Winner

MRCP

0.50%

Max Drawdown

WBIF

22.95%

Winner

MRCP

10.73%

Sharpe Ratio

WBIF

1.37

Winner

MRCP

2.02

5Y Beta

WBIF

0.60

Winner

MRCP

0.56

P/E Ratio

WBIF

18.75

MRCP

N/A

Forward P/E

WBIF

15.02

MRCP

N/A

PEG Ratio

WBIF

0.21

MRCP

N/A

5Y Dividends CAGR

WBIF

1.86%

MRCP

N/A

5Y EPS CAGR

WBIF

14.58%

MRCP

N/A

Debt to Equity

WBIF

29.33%

MRCP

N/A

P/S Ratio

WBIF

1.58

MRCP

N/A

P/B Ratio

WBIF

2.94

MRCP

N/A

WBIF vs MRCP - Historical Returns

Returns include dividend reinvestment.

Period	WBIF	MRCP
1 month	+5.70%	+0.30%
3 months	+5.81%	+5.05%
6 months	+10.88%	+7.22%
1 year	+22.02%	+16.55%
5 years(CAGR)	+2.37%	N/A
10 years(CAGR)	+5.37%	N/A
Max(CAGR)	+3.59%	+14.19%

Winner

WBIF

+5.70%

MRCP

+0.30%

Winner

WBIF

+5.81%

MRCP

+5.05%

Winner

WBIF

+10.88%

MRCP

+7.22%

Winner

WBIF

+22.02%

MRCP

+16.55%

5Y(CAGR)

WBIF

+2.37%

MRCP

N/A

10Y(CAGR)

WBIF

+5.37%

MRCP

N/A

Max(CAGR)

WBIF

+3.59%

Winner

MRCP

+14.19%

WBIF vs MRCP - Annual Returns (2014 - 2026)

Returns include dividend reinvestment.

Year	WBIF	MRCP
2026	+10.50%	+6.15%
2025	+9.50%	+14.13%
2024	+3.62%	+11.42%
2023	+0.67%	N/A
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 MRCP Drawdown Comparison

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

The maximum drawdown for MRCP was -10.73%, occurring on Apr 8, 2025. Recovery took 54 trading sessions.

The current WBIF drawdown is -1.60%. The current MRCP drawdown is -1.09%.

Rank	WBIF	MRCP
#1	-20.28% Apr 8, 2022 - Oct 6, 2025	-10.73% Feb 28, 2025 - May 16, 2025
#2	-19.19% Sep 21, 2018 - Apr 5, 2021	-4.81% Mar 2, 2026 - Apr 13, 2026
#3	-14.91% Feb 26, 2015 - Jan 24, 2017	-4.79% Jul 16, 2024 - Aug 19, 2024
#4	-10.28% May 10, 2021 - Apr 8, 2022	-3.12% Mar 27, 2024 - May 9, 2024
#5	-9.49% Jan 26, 2018 - Aug 27, 2018	-2.42% Aug 30, 2024 - Sep 19, 2024
#6	-6.64% Nov 25, 2014 - Feb 26, 2015	-1.68% Nov 11, 2025 - Nov 26, 2025
#7	-6.60% Mar 2, 2026 - Apr 20, 2026	-1.63% May 19, 2025 - Jun 3, 2025
#8	-6.19% Sep 5, 2014 - Nov 21, 2014	-1.25% Dec 26, 2024 - Jan 17, 2025
#9	-5.79% Oct 8, 2025 - Jan 15, 2026	-1.23% Oct 8, 2025 - Oct 20, 2025
#10	-3.82% Jul 20, 2017 - Oct 3, 2017	-1.20% Dec 16, 2024 - Dec 24, 2024
#11	-3.80% Apr 26, 2017 - Jun 1, 2017	-1.19% Jul 28, 2025 - Aug 8, 2025
#12	-2.73% Apr 21, 2026 - May 22, 2026	-1.09% Jun 2, 2026 - Jun 9, 2026
#13	-2.58% Jun 2, 2026 - Jun 8, 2026	-0.99% Feb 19, 2025 - Feb 28, 2025
#14	-2.55% Mar 15, 2017 - Apr 26, 2017	-0.96% Feb 11, 2026 - Feb 18, 2026
#15	-2.05% Feb 20, 2026 - Feb 26, 2026	-0.95% Feb 2, 2026 - Feb 9, 2026