WBIG vs INVG
Comparison between WBI BULLBEAR YIELD 3000 ETF (WBIG, ETF) and GMO SYSTEMATIC INVESTMENT GRADE CREDIT ETF (INVG, ETF).
WBIG vs INVG - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
WBIG
$28M
INVG
$28M
Expense Ratio
WBIG
1.59%
Winner
INVG
0.25%
Max Drawdown
WBIG
29.44%
Winner
INVG
4.38%
Sharpe Ratio
Winner
WBIG
1.47
INVG
0.48
5Y Beta
WBIG
0.51
Winner
INVG
0.16
P/E Ratio
WBIG
17.80
INVG
N/A
Forward P/E
WBIG
15.05
INVG
N/A
PEG Ratio
WBIG
0.29
INVG
N/A
5Y Dividends CAGR
WBIG
0.62%
INVG
N/A
5Y EPS CAGR
WBIG
13.55%
INVG
N/A
Debt to Equity
WBIG
-151.95%
INVG
N/A
P/S Ratio
WBIG
1.57
INVG
N/A
P/B Ratio
WBIG
2.89
INVG
N/A
WBIG vs INVG - Historical Returns
Returns include dividend reinvestment.
1M
Winner
WBIG
+6.22%
INVG
+0.82%
3M
Winner
WBIG
+7.79%
INVG
+1.95%
6M
Winner
WBIG
+9.33%
INVG
+1.50%
1Y
Winner
WBIG
+19.33%
INVG
+5.43%
5Y(CAGR)
WBIG
+0.98%
INVG
N/A
10Y(CAGR)
WBIG
+4.04%
INVG
N/A
Max(CAGR)
WBIG
+1.74%
Winner
INVG
+5.66%
WBIG vs INVG - Annual Returns (2014 - 2026)
Returns include dividend reinvestment.
| Year | WBIG | INVG |
|---|---|---|
| 2026 | +9.43% | +1.06% |
| 2025 | -0.76% | +4.70% |
| 2024 | +5.85% | N/A |
| 2023 | -1.61% | N/A |
| 2022 | -8.62% | N/A |
| 2021 | +17.62% | N/A |
| 2020 | -3.62% | N/A |
| 2019 | +6.72% | N/A |
| 2018 | -8.75% | N/A |
| 2017 | +24.97% | N/A |
| 2016 | -1.37% | N/A |
| 2015 | -10.24% | N/A |
| 2014 | -2.01% | N/A |
WBIG vs INVG 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 INVG was -3.15%, occurring on Mar 27, 2026. This drawdown has not yet recovered.
The current WBIG drawdown is -3.68%. The current INVG drawdown is -0.53%.
| Rank | WBIG | INVG |
|---|---|---|
| #1 | -25.32% Mar 25, 2022 - Apr 21, 2025 | -3.15% Feb 20, 2026 - Mar 27, 2026 |
| #2 | -23.84% May 15, 2015 - Oct 24, 2017 | -1.67% Oct 28, 2025 - Feb 10, 2026 |
| #3 | -19.61% Jan 26, 2018 - May 6, 2021 | -1.12% Jul 1, 2025 - Jul 29, 2025 |
| #4 | -7.06% Jan 14, 2022 - Mar 24, 2022 | -0.88% Sep 16, 2025 - Oct 14, 2025 |
| #5 | -6.68% Aug 10, 2021 - Jan 4, 2022 | -0.63% Jun 4, 2025 - Jun 12, 2025 |
| #6 | -5.47% Sep 8, 2014 - Apr 27, 2015 | -0.59% Aug 13, 2025 - Aug 22, 2025 |
| #7 | -4.35% Jun 8, 2021 - Aug 3, 2021 | -0.53% Jun 12, 2025 - Jun 23, 2025 |
| #8 | -3.01% May 10, 2021 - Jun 4, 2021 | -0.52% Aug 28, 2025 - Sep 4, 2025 |
| #9 | -2.35% May 4, 2015 - May 14, 2015 | -0.35% Aug 6, 2025 - Aug 13, 2025 |
| #10 | -2.07% Oct 27, 2017 - Nov 28, 2017 | -0.28% Jul 29, 2025 - Aug 1, 2025 |
| #11 | -1.20% Apr 27, 2015 - May 1, 2015 | -0.20% Sep 8, 2025 - Sep 10, 2025 |
| #12 | -0.91% Dec 12, 2017 - Dec 15, 2017 | -0.20% Jun 26, 2025 - Jun 30, 2025 |
| #13 | -0.84% Jan 4, 2022 - Jan 6, 2022 | -0.16% Aug 22, 2025 - Aug 28, 2025 |
| #14 | -0.68% Oct 24, 2017 - Oct 26, 2017 | -0.14% Sep 11, 2025 - Sep 15, 2025 |
| #15 | -0.56% Dec 4, 2017 - Dec 7, 2017 | -0.14% Oct 16, 2025 - Oct 20, 2025 |
Correlation
Correlation between WBIG and INVG is 0.89 which considered as a strong positive correlation - the stocks tend to move together.
0.89
-101
Dividend Comparison (2014 - 2026)
WBIG vs INVG dividend yield comparison.
| Year | WBIG | INVG |
|---|---|---|
| 2026 | 0.41% | 1.83% |
| 2025 | 1.74% | 2.81% |
| 2024 | 2.05% | 0.00% |
| 2023 | 1.74% | 0.00% |
| 2022 | 1.30% | 0.00% |
| 2021 | 2.94% | 0.00% |
| 2020 | 0.90% | 0.00% |
| 2019 | 1.87% | 0.00% |
| 2018 | 1.20% | 0.00% |
| 2017 | 1.27% | 0.00% |
| 2016 | 0.96% | 0.00% |
| 2015 | 1.41% | 0.00% |
| 2014 | 0.10% | 0.00% |
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