WBIG vs MLPD

Comparison between WBI BULLBEAR YIELD 3000 ETF (WBIG, ETF) and GLOBAL X MLP & ENERGY INFRASTRUCTURE COVERED CALL ETF (MLPD, ETF).

WBIG vs MLPD - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	WBIG(ETF)	MLPD(ETF)
Net Assets	$28M	$28M
Expense Ratio	1.59%	0.60%
Max Drawdown	29.44%	15.68%
Sharpe Ratio	1.39	1.53
5Y Beta	0.51	0.38
P/E Ratio	17.80	N/A
Forward P/E	15.05	N/A
PEG Ratio	0.29	N/A
5Y Dividends CAGR	0.62%	N/A
5Y EPS CAGR	13.55%	N/A
Debt to Equity	-151.95%	N/A
P/S Ratio	1.57	N/A
P/B Ratio	2.89	N/A

Net Assets

WBIG

$28M

MLPD

$28M

Expense Ratio

WBIG

1.59%

Winner

MLPD

0.60%

Max Drawdown

WBIG

29.44%

Winner

MLPD

15.68%

Sharpe Ratio

WBIG

1.39

Winner

MLPD

1.53

5Y Beta

WBIG

0.51

Winner

MLPD

0.38

P/E Ratio

WBIG

17.80

MLPD

N/A

Forward P/E

WBIG

15.05

MLPD

N/A

PEG Ratio

WBIG

0.29

MLPD

N/A

5Y Dividends CAGR

WBIG

0.62%

MLPD

N/A

5Y EPS CAGR

WBIG

13.55%

MLPD

N/A

Debt to Equity

WBIG

-151.95%

MLPD

N/A

P/S Ratio

WBIG

1.57

MLPD

N/A

P/B Ratio

WBIG

2.89

MLPD

N/A

WBIG vs MLPD - Holdings Comparison

WBIG and MLPD have 0 common holdings. Overlap is 0.00%

WBIG's top 25 holdings weight is 48.24%. MLPD's top 25 holdings weight is 100.69%.

Rank	WBIG	MLPD
#1	n/a (DELL) - 2.77%	GLOBAL X MLP & ENERGY INFRASTRUCTURE ETF (MLPX) - 100.69%
#2	WISDOMTREE INTEREST RTHDGUS AGGT BD ETF (AGZD) - 2.66%	N/A
#3	US BANK MMDA USBFS 2 (n/a) - 2.50%	N/A
#4	ANGEL OAK HIGH YIELD OPPORTUNITIES ETF (AOHY) - 2.48%	N/A
#5	HP INC (HPQ) - 2.37%	N/A
#6	ORACLE CORP (ORCL) - 2.08%	N/A
#7	AMPHENOL CORP CLASS A (APH) - 2.01%	N/A
#8	FORD MOTOR CO (F) - 1.91%	N/A
#9	SOUTHERN COPPER CORP (SCCO) - 1.87%	N/A
#10	VERIZON COMMUNICATIONS INC (VZ) - 1.83%	N/A
#11	ONEMAIN HOLDINGS INC (OMF) - 1.83%	N/A
#12	KIMBERLY-CLARK CORP (KMB) - 1.82%	N/A
#13	PRUDENTIAL FINANCIAL INC (PRU) - 1.79%	N/A
#14	LENNOX INTERNATIONAL INC (LII) - 1.77%	N/A
#15	SMITHFIELD FOODS INC (SFD) - 1.76%	N/A
#16	T. ROWE PRICE GROUP INC (TROW) - 1.75%	N/A
#17	ALTRIA GROUP INC (MO) - 1.73%	N/A
#18	EVERSOURCE ENERGY (ES) - 1.69%	N/A
#19	PIPER SANDLER COS (PIPR) - 1.68%	N/A
#20	INTERACTIVE BROKERS GROUP INC CLASS A (IBKR) - 1.68%	N/A
#21	TCW SENIOR LOAN ETF (SLNZ) - 1.67%	N/A
#22	YUM CHINA HOLDINGS INC (YUMC) - 1.66%	N/A
#23	ARM HOLDINGS PLC ADR (ARM) - 1.66%	N/A
#24	BALL CORP (BALL) - 1.65%	N/A
#25	n/a (TAP) - 1.62%	N/A
Total Holdings	78	1

WBIG vs MLPD - Historical Returns

Returns include dividend reinvestment.

Period	WBIG	MLPD
1 month	+6.22%	+1.15%
3 months	+7.79%	+1.19%
6 months	+9.33%	+7.51%
1 year	+19.33%	+16.09%
5 years(CAGR)	+0.98%	N/A
10 years(CAGR)	+4.04%	N/A
Max(CAGR)	+1.74%	+13.40%

Winner

WBIG

+6.22%

MLPD

+1.15%

Winner

WBIG

+7.79%

MLPD

+1.19%

Winner

WBIG

+9.33%

MLPD

+7.51%

Winner

WBIG

+19.33%

MLPD

+16.09%

5Y(CAGR)

WBIG

+0.98%

MLPD

N/A

10Y(CAGR)

WBIG

+4.04%

MLPD

N/A

Max(CAGR)

WBIG

+1.74%

Winner

MLPD

+13.40%

WBIG vs MLPD - Annual Returns (2014 - 2026)

Returns include dividend reinvestment.

Year	WBIG	MLPD
2026	+9.43%	+5.66%
2025	-0.76%	+11.62%
2024	+5.85%	+9.39%
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 MLPD 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 MLPD was -12.90%, occurring on Apr 8, 2025. Recovery took 42 trading sessions.

The current WBIG drawdown is -3.68%. The current MLPD drawdown is -0.61%.

Rank	WBIG	MLPD
#1	-25.32% Mar 25, 2022 - Apr 21, 2025	-12.90% Apr 2, 2025 - Jun 3, 2025
#2	-23.84% May 15, 2015 - Oct 24, 2017	-5.04% Jan 21, 2025 - Apr 2, 2025
#3	-19.61% Jan 26, 2018 - May 6, 2021	-4.81% Sep 26, 2025 - Dec 4, 2025
#4	-7.06% Jan 14, 2022 - Mar 24, 2022	-4.63% Jul 22, 2024 - Aug 15, 2024
#5	-6.68% Aug 10, 2021 - Jan 4, 2022	-3.84% Mar 26, 2026 - May 15, 2026
#6	-5.47% Sep 8, 2014 - Apr 27, 2015	-3.49% May 21, 2026 - May 29, 2026
#7	-4.35% Jun 8, 2021 - Aug 3, 2021	-2.80% Dec 5, 2024 - Jan 17, 2025
#8	-3.01% May 10, 2021 - Jun 4, 2021	-1.93% May 20, 2024 - Jun 10, 2024
#9	-2.35% May 4, 2015 - May 14, 2015	-1.57% Jan 2, 2026 - Jan 14, 2026
#10	-2.07% Oct 27, 2017 - Nov 28, 2017	-1.30% Jul 18, 2025 - Jul 29, 2025
#11	-1.20% Apr 27, 2015 - May 1, 2015	-1.15% Dec 8, 2025 - Dec 23, 2025
#12	-0.91% Dec 12, 2017 - Dec 15, 2017	-1.10% Sep 24, 2024 - Oct 2, 2024
#13	-0.84% Jan 4, 2022 - Jan 6, 2022	-1.05% Jun 12, 2024 - Jun 20, 2024
#14	-0.68% Oct 24, 2017 - Oct 26, 2017	-1.02% Aug 14, 2025 - Aug 21, 2025
#15	-0.56% Dec 4, 2017 - Dec 7, 2017	-0.76% Aug 4, 2025 - Aug 13, 2025

Correlation

Correlation between WBIG and MLPD is 0.36 which considered as a weak positive correlation - the stocks show a slight tendency to move together.

0.36

-101

Dividend Comparison (2014 - 2026)

WBIG vs MLPD dividend yield comparison.

Year	WBIG	MLPD
2026	0.41%	4.83%
2025	1.74%	13.45%
2024	2.05%	6.68%
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%