WBIG vs IDX
Comparison between WBI BULLBEAR YIELD 3000 ETF (WBIG, ETF) and VANECK INDONESIA INDEX ETF (IDX, ETF).
5-Year PerformanceWBIG has outperformed IDX, delivering a return of +1.8% compared to -6.2%
WBIG vs IDX - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
WBIG
$28M
IDX
$28M
Expense Ratio
WBIG
1.59%
Winner
IDX
0.57%
Max Drawdown
Winner
WBIG
29.44%
IDX
72.26%
Sharpe Ratio
Winner
WBIG
1.45
IDX
-0.99
5Y Beta
Winner
WBIG
0.50
IDX
0.58
P/E Ratio
WBIG
17.74
IDX
N/A
Forward P/E
WBIG
14.58
IDX
N/A
PEG Ratio
WBIG
0.14
IDX
N/A
5Y Dividends CAGR
WBIG
-5.29%
Winner
IDX
2.13%
5Y EPS CAGR
WBIG
12.30%
IDX
N/A
Debt to Equity
WBIG
-133.29%
IDX
N/A
P/S Ratio
WBIG
1.54
IDX
N/A
P/B Ratio
WBIG
3.00
IDX
N/A
WBIG vs IDX - Holdings Comparison
WBIG and IDX have 1 common holdings. Overlap is -0.05%
WBIG's top 25 holdings weight is 47.56%. IDX's top 25 holdings weight is 73.99%.
| Rank | WBIG | IDX |
|---|---|---|
| #1 | US BANK MMDA USBFS 2 (n/a) - 3.87% | PT BANK CENTRAL ASIA TBK (n/a) - 8.59% |
| #2 | WISDOMTREE INTEREST RTHDGUS AGGT BD ETF (AGZD) - 2.62% | n/a (n/a) - 7.78% |
| #3 | ANGEL OAK HIGH YIELD OPPORTUNITIES ETF (AOHY) - 2.44% | PT BANK MANDIRI (PERSERO) TBK (n/a) - 6.84% |
| #4 | AMPHENOL CORP CLASS A (APH) - 2.12% | PT TELKOM INDONESIA (PERSERO) TBK ADR (TLK) - 5.98% |
| #5 | ONEMAIN HOLDINGS INC (OMF) - 1.99% | PT ASTRA INTERNATIONAL TBK (n/a) - 5.23% |
| #6 | KIMBERLY-CLARK CORP (KMB) - 1.97% | JARDINE MATHESON HOLDINGS LTD (n/a) - 4.54% |
| #7 | PRUDENTIAL FINANCIAL INC (PRU) - 1.97% | PT AMMAN MINERAL INTERNASIONAL TBK (n/a) - 3.04% |
| #8 | T. ROWE PRICE GROUP INC (TROW) - 1.92% | PT BARITO RENEWABLES ENERGY TBK (n/a) - 2.91% |
| #9 | LENNOX INTERNATIONAL INC (LII) - 1.91% | n/a (n/a) - 2.68% |
| #10 | BALL CORP (BALL) - 1.84% | PT BARITO PACIFIC TBK (n/a) - 2.44% |
| #11 | EVERSOURCE ENERGY (ES) - 1.81% | PT UNITED TRACTORS TBK (n/a) - 2.23% |
| #12 | n/a (MKC) - 1.79% | PT BUMI RESOURCES MINERALS TBK (n/a) - 2.13% |
| #13 | INTERACTIVE BROKERS GROUP INC CLASS A (IBKR) - 1.79% | PT MERDEKA COPPER GOLD TBK (n/a) - 1.93% |
| #14 | AMERICAN EXPRESS CO (AXP) - 1.77% | PT ALAMTRI RESOURCES INDONESIA TBK (n/a) - 1.75% |
| #15 | ALTRIA GROUP INC (MO) - 1.73% | PT MERDEKA GOLD RESOURCES TBK (n/a) - 1.66% |
| #16 | MCKESSON CORP (MCK) - 1.68% | PT DIAN SWASTATIKA SENTOSA TBK (n/a) - 1.63% |
| #17 | SMITHFIELD FOODS INC (SFD) - 1.66% | n/a (n/a) - 1.58% |
| #18 | TCW SENIOR LOAN ETF (SLNZ) - 1.66% | PT INDOFOOD SUKSES MAKMUR TBK (n/a) - 1.58% |
| #19 | YUM CHINA HOLDINGS INC (YUMC) - 1.63% | n/a (n/a) - 1.52% |
| #20 | FRANKLIN RESOURCES INC (BEN) - 1.62% | PT SUMBER ALFARIA TRIJAYA TBK (n/a) - 1.41% |
| #21 | PIPER SANDLER COS (PIPR) - 1.61% | ANTAM (PERSERO) TBK PT (n/a) - 1.36% |
| #22 | n/a (TAP) - 1.60% | GOLDEN AGRI-RESOURCES LTD (n/a) - 1.33% |
| #23 | VERIZON COMMUNICATIONS INC (VZ) - 1.60% | PT CHANDRA ASRI PACIFIC TBK (n/a) - 1.33% |
| #24 | EATON VANCE SHORT DURATION INCOME ETF (EVSD) - 1.48% | NICKEL INDUSTRIES LTD ORDINARY SHARES (n/a) - 1.26% |
| #25 | ASTERA LABS INC (ALAB) - 1.48% | FIRST PACIFIC CO LTD (n/a) - 1.26% |
| Total Holdings | 84 | 71 |
WBIG vs IDX - Historical Returns
Returns include dividend reinvestment.
1M
WBIG
+1.03%
Winner
IDX
+4.44%
3M
Winner
WBIG
+6.97%
IDX
-20.87%
6M
Winner
WBIG
+8.93%
IDX
-33.29%
1Y
Winner
WBIG
+19.53%
IDX
-24.93%
5Y(CAGR)
Winner
WBIG
+1.79%
IDX
-6.24%
10Y(CAGR)
Winner
WBIG
+4.19%
IDX
-4.50%
Max(CAGR)
WBIG
+1.83%
Winner
IDX
+4.19%
WBIG vs IDX - Annual Returns (2009 - 2026)
Returns include dividend reinvestment.
| Year | WBIG | IDX |
|---|---|---|
| 2026 | +10.89% | -32.60% |
| 2025 | -0.76% | +12.02% |
| 2024 | +5.85% | -10.09% |
| 2023 | -1.61% | +1.81% |
| 2022 | -8.62% | -10.96% |
| 2021 | +17.62% | -4.24% |
| 2020 | -3.62% | -8.98% |
| 2019 | +6.72% | +4.56% |
| 2018 | -8.75% | -11.24% |
| 2017 | +24.97% | +18.52% |
| 2016 | -1.37% | +18.75% |
| 2015 | -10.24% | -20.97% |
| 2014 | -2.01% | +20.91% |
| 2013 | N/A | -24.42% |
| 2012 | N/A | +0.20% |
| 2011 | N/A | -1.78% |
| 2010 | N/A | +35.39% |
| 2009 | N/A | +163.66% |
WBIG vs IDX Drawdown Comparison
The maximum drawdown for WBIG was -25.32%, occurring on Apr 21, 2025. This drawdown has not yet recovered.
The maximum drawdown for IDX was -63.18%, occurring on Mar 23, 2020. This drawdown has not yet recovered.
The current WBIG drawdown is -2.39%. The current IDX drawdown is -53.67%.
| Rank | WBIG | IDX |
|---|---|---|
| #1 | -25.32% Mar 25, 2022 - Apr 21, 2025 | -63.18% Aug 1, 2011 - Mar 23, 2020 |
| #2 | -23.84% May 15, 2015 - Oct 24, 2017 | -18.98% May 3, 2010 - Jul 13, 2010 |
| #3 | -19.61% Jan 26, 2018 - May 6, 2021 | -18.09% Jan 26, 2009 - Mar 23, 2009 |
| #4 | -7.06% Jan 14, 2022 - Mar 24, 2022 | -17.64% Nov 10, 2010 - Apr 15, 2011 |
| #5 | -6.68% Aug 10, 2021 - Jan 4, 2022 | -16.15% Jun 5, 2009 - Jul 20, 2009 |
| #6 | -5.47% Sep 8, 2014 - Apr 27, 2015 | -13.57% Oct 19, 2009 - Jan 4, 2010 |
| #7 | -4.35% Jun 8, 2021 - Aug 3, 2021 | -13.56% Jan 19, 2010 - Mar 17, 2010 |
| #8 | -3.01% May 10, 2021 - Jun 4, 2021 | -9.84% May 8, 2009 - May 19, 2009 |
| #9 | -2.35% May 4, 2015 - May 14, 2015 | -8.57% Aug 13, 2009 - Sep 10, 2009 |
| #10 | -2.07% Oct 27, 2017 - Nov 28, 2017 | -6.47% Mar 24, 2009 - Apr 2, 2009 |
| #11 | -1.20% Apr 27, 2015 - May 1, 2015 | -5.51% Apr 17, 2009 - Apr 29, 2009 |
| #12 | -0.91% Dec 12, 2017 - Dec 15, 2017 | -5.16% Apr 29, 2011 - Jun 30, 2011 |
| #13 | -0.84% Jan 4, 2022 - Jan 6, 2022 | -4.84% Aug 2, 2010 - Sep 1, 2010 |
| #14 | -0.68% Oct 24, 2017 - Oct 26, 2017 | -4.57% May 19, 2009 - Jun 1, 2009 |
| #15 | -0.56% Dec 4, 2017 - Dec 7, 2017 | -4.43% Oct 6, 2009 - Oct 14, 2009 |
Correlation
Correlation between WBIG and IDX is -0.12 which considered as a very weak or no correlation - the stocks move independently of each other.
-0.12
-101
Dividend Comparison (2009 - 2026)
WBIG vs IDX dividend yield comparison.
| Year | WBIG | IDX |
|---|---|---|
| 2026 | 0.53% | 0.00% |
| 2025 | 1.74% | 2.08% |
| 2024 | 2.05% | 4.01% |
| 2023 | 1.74% | 3.62% |
| 2022 | 1.30% | 3.64% |
| 2021 | 2.94% | 1.08% |
| 2020 | 0.90% | 1.66% |
| 2019 | 1.87% | 2.21% |
| 2018 | 1.20% | 2.19% |
| 2017 | 1.27% | 1.85% |
| 2016 | 0.96% | 1.16% |
| 2015 | 1.41% | 2.43% |
| 2014 | 0.10% | 2.07% |
| 2013 | 0.00% | 3.38% |
| 2012 | 0.00% | 1.78% |
| 2011 | 0.00% | 1.59% |
| 2010 | 0.00% | 0.94% |
| 2009 | 0.00% | 0.29% |
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