WBIF vs PSCD
Comparison between WBI BULLBEAR VALUE 3000 ETF (WBIF, ETF) and INVESCO S&P SMALLCAP CONSUMER DISCRETIONARY ETF (PSCD, ETF).
5-Year PerformanceWBIF has outperformed PSCD, delivering a return of +3.5% compared to +1.8%
WBIF vs PSCD - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
WBIF
$24M
Winner
PSCD
$24M
Expense Ratio
WBIF
1.65%
Winner
PSCD
0.29%
Max Drawdown
Winner
WBIF
22.95%
PSCD
57.34%
Sharpe Ratio
Winner
WBIF
1.31
PSCD
0.56
5Y Beta
Winner
WBIF
0.59
PSCD
1.05
P/E Ratio
Winner
WBIF
21.15
PSCD
29.51
Forward P/E
WBIF
16.66
Winner
PSCD
13.79
PEG Ratio
WBIF
0.32
Winner
PSCD
-0.28
5Y Dividends CAGR
WBIF
1.86%
Winner
PSCD
24.52%
5Y EPS CAGR
Winner
WBIF
17.21%
PSCD
15.16%
Debt to Equity
Winner
WBIF
46.67%
PSCD
81.42%
P/S Ratio
WBIF
1.74
Winner
PSCD
0.63
P/B Ratio
WBIF
3.95
Winner
PSCD
1.97
WBIF vs PSCD - Holdings Comparison
WBIF and PSCD have 2 common holdings. Overlap is 0.67%
WBIF's top 25 holdings weight is 48.67%. PSCD's top 25 holdings weight is 51.75%.
| Rank | WBIF | PSCD |
|---|---|---|
| #1 | AMPHENOL CORP CLASS A (APH) - 3.06% | BRINKER INTERNATIONAL INC (EAT) - 3.11% |
| #2 | LENNOX INTERNATIONAL INC (LII) - 2.64% | ETSY INC (ETSY) - 2.96% |
| #3 | BALL CORP (BALL) - 2.55% | CARMAX INC (KMX) - 2.90% |
| #4 | INTERACTIVE BROKERS GROUP INC CLASS A (IBKR) - 2.49% | POOL CORP (POOL) - 2.67% |
| #5 | AMERICAN EXPRESS CO (AXP) - 2.40% | LKQ CORP (LKQ) - 2.59% |
| #6 | KINSALE CAPITAL GROUP INC (KNSL) - 2.33% | LIFE TIME GROUP HOLDINGS INC (LTH) - 2.57% |
| #7 | YUM CHINA HOLDINGS INC (YUMC) - 2.24% | CAESARS ENTERTAINMENT INC (CZR) - 2.43% |
| #8 | PIPER SANDLER COS (PIPR) - 2.22% | VICTORIA'S SECRET & CO (VSXY) - 2.43% |
| #9 | MCKESSON CORP (MCK) - 2.19% | MOHAWK INDUSTRIES INC (MHK) - 2.25% |
| #10 | SOMNIGROUP INTERNATIONAL INC (SGI) - 1.88% | FRONTDOOR INC (FTDR) - 2.14% |
| #11 | VICTORY CAPITAL HOLDINGS INC CLASS A (VCTR) - 1.82% | LAUREATE EDUCATION INC SHS (LAUR) - 2.06% |
| #12 | PRIMERICA INC (PRI) - 1.77% | MERITAGE HOMES CORP (MTH) - 2.00% |
| #13 | VALMONT INDUSTRIES INC (VMI) - 1.76% | INSTALLED BUILDING PRODUCTS INC (IBP) - 1.98% |
| #14 | JACOBS SOLUTIONS INC (J) - 1.74% | BOOT BARN HOLDINGS INC (BOOT) - 1.91% |
| #15 | VALERO ENERGY CORP (VLO) - 1.68% | CHAMPION HOMES INC (SKY) - 1.84% |
| #16 | PROGRESSIVE CORP (PGR) - 1.67% | COVISTA INC (CVSA) - 1.79% |
| #17 | SELECTIVE INSURANCE GROUP INC (SIGI) - 1.65% | CAVCO INDUSTRIES INC (CVCO) - 1.77% |
| #18 | ASSURANT INC (AIZ) - 1.64% | KONTOOR BRANDS INC (KTB) - 1.72% |
| #19 | MURPHY USA INC (MUSA) - 1.61% | ASBURY AUTOMOTIVE GROUP INC (ABG) - 1.58% |
| #20 | STIFEL FINANCIAL CORP (SF) - 1.58% | BRIGHT HORIZONS FAMILY SOLUTIONS INC (BFAM) - 1.57% |
| #21 | CAPITAL ONE FINANCIAL CORP (COF) - 1.57% | STRIDE INC (LRN) - 1.53% |
| #22 | n/a (FIS) - 1.56% | M/I HOMES INC (MHO) - 1.51% |
| #23 | n/a (MKC) - 1.55% | ADT INC (ADT) - 1.51% |
| #24 | AFLAC INC (AFL) - 1.54% | DORMAN PRODUCTS INC (DORM) - 1.49% |
| #25 | DILLARD'S INC CLASS A (DDS) - 1.53% | THE CHEESECAKE FACTORY INC (CAKE) - 1.44% |
| Total Holdings | 76 | 91 |
WBIF vs PSCD - Historical Returns
Returns include dividend reinvestment.
1M
WBIF
+0.44%
Winner
PSCD
+2.79%
3M
Winner
WBIF
+7.14%
PSCD
+5.10%
6M
Winner
WBIF
+10.52%
PSCD
+1.04%
1Y
Winner
WBIF
+21.77%
PSCD
+14.84%
5Y(CAGR)
Winner
WBIF
+3.47%
PSCD
+1.84%
10Y(CAGR)
WBIF
+5.70%
Winner
PSCD
+9.99%
Max(CAGR)
WBIF
+3.81%
Winner
PSCD
+10.79%
WBIF vs PSCD - Annual Returns (2010 - 2026)
Returns include dividend reinvestment.
| Year | WBIF | PSCD |
|---|---|---|
| 2026 | +13.78% | +10.92% |
| 2025 | +9.50% | -2.67% |
| 2024 | +3.62% | +6.93% |
| 2023 | +0.67% | +32.42% |
| 2022 | -8.77% | -28.54% |
| 2021 | +17.42% | +39.65% |
| 2020 | -2.86% | +29.31% |
| 2019 | +2.81% | +15.92% |
| 2018 | -4.46% | -9.44% |
| 2017 | +18.86% | +17.41% |
| 2016 | +9.73% | +17.48% |
| 2015 | -4.12% | -7.97% |
| 2014 | -3.11% | +5.62% |
| 2013 | N/A | +45.99% |
| 2012 | N/A | +22.36% |
| 2011 | N/A | -4.41% |
| 2010 | N/A | +8.92% |
WBIF vs PSCD Drawdown Comparison
The maximum drawdown for WBIF was -20.28%, occurring on Oct 27, 2023. Recovery took 875 trading sessions.
The maximum drawdown for PSCD was -56.57%, occurring on Mar 18, 2020. Recovery took 536 trading sessions.
The current WBIF drawdown is -1.38%. The current PSCD drawdown is -2.20%.
| Rank | WBIF | PSCD |
|---|---|---|
| #1 | -20.28% Apr 8, 2022 - Oct 6, 2025 | -56.57% Aug 23, 2018 - Oct 9, 2020 |
| #2 | -19.19% Sep 21, 2018 - Apr 5, 2021 | -41.87% Jun 8, 2021 - Jun 26, 2026 |
| #3 | -14.91% Feb 26, 2015 - Jan 24, 2017 | -26.83% Jul 7, 2011 - Feb 3, 2012 |
| #4 | -10.28% May 10, 2021 - Apr 8, 2022 | -26.48% Jun 26, 2015 - Dec 8, 2016 |
| #5 | -9.49% Jan 26, 2018 - Aug 27, 2018 | -25.01% Apr 23, 2010 - Dec 7, 2010 |
| #6 | -6.64% Nov 25, 2014 - Feb 26, 2015 | -14.05% Mar 18, 2014 - Nov 24, 2014 |
| #7 | -6.60% Mar 2, 2026 - Apr 20, 2026 | -13.87% Mar 15, 2021 - May 26, 2021 |
| #8 | -6.19% Sep 5, 2014 - Nov 21, 2014 | -13.27% Mar 27, 2012 - Sep 6, 2012 |
| #9 | -5.79% Oct 8, 2025 - Jan 15, 2026 | -12.49% Jan 27, 2021 - Mar 8, 2021 |
| #10 | -3.82% Jul 20, 2017 - Oct 3, 2017 | -11.43% Dec 31, 2013 - Mar 4, 2014 |
| #11 | -3.80% Apr 26, 2017 - Jun 1, 2017 | -10.61% Sep 14, 2012 - Jan 4, 2013 |
| #12 | -2.73% Apr 21, 2026 - May 22, 2026 | -10.11% May 12, 2011 - Jul 1, 2011 |
| #13 | -2.58% Jun 2, 2026 - Jun 12, 2026 | -9.36% Dec 9, 2016 - May 10, 2017 |
| #14 | -2.55% Mar 15, 2017 - Apr 26, 2017 | -9.32% Oct 15, 2020 - Nov 10, 2020 |
| #15 | -2.05% Feb 20, 2026 - Feb 26, 2026 | -8.96% Jan 23, 2018 - May 17, 2018 |
Correlation
Correlation between WBIF and PSCD is 0.88 which considered as a strong positive correlation - the stocks tend to move together.
0.88
-101
Dividend Comparison (2010 - 2026)
WBIF vs PSCD dividend yield comparison.
| Year | WBIF | PSCD |
|---|---|---|
| 2026 | 0.00% | 0.54% |
| 2025 | 0.14% | 0.94% |
| 2024 | 1.17% | 1.28% |
| 2023 | 0.81% | 1.09% |
| 2022 | 0.96% | 1.60% |
| 2021 | 2.59% | 0.57% |
| 2020 | 0.09% | 0.56% |
| 2019 | 1.04% | 0.91% |
| 2018 | 0.77% | 1.39% |
| 2017 | 0.75% | 0.97% |
| 2016 | 0.67% | 1.07% |
| 2015 | 0.86% | 1.10% |
| 2014 | 0.17% | 0.69% |
| 2013 | 0.00% | 0.44% |
| 2012 | 0.00% | 1.08% |
| 2011 | 0.00% | 0.52% |
| 2010 | 0.00% | 0.33% |
Select Stocks to Compare
Popular: WBIF vs SPYPSCD vs SPY
More Comparisons
Compare with similar stocks