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WBIG vs SPY

Comparison between WBI BULLBEAR YIELD 3000 ETF (WBIG, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceSPY has outperformed WBIG, delivering a return of +13.8% compared to +1.2%

WBIG vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
WBIG
$28M
Winner
SPY
$784B
Expense Ratio
WBIG
1.59%
Winner
SPY
0.09%
Max Drawdown
Winner
WBIG
29.44%
SPY
56.47%
Sharpe Ratio
WBIG
1.47
Winner
SPY
1.56
5Y Beta
Winner
WBIG
0.51
SPY
1.00
P/E Ratio
Winner
WBIG
17.80
SPY
28.29
Forward P/E
Winner
WBIG
15.05
SPY
21.75
PEG Ratio
WBIG
0.29
SPY
N/A
5Y Dividends CAGR
WBIG
0.62%
Winner
SPY
5.43%
5Y EPS CAGR
WBIG
13.55%
Winner
SPY
25.98%
Debt to Equity
Winner
WBIG
-151.95%
SPY
30.79%
P/S Ratio
Winner
WBIG
1.57
SPY
3.79
P/B Ratio
Winner
WBIG
2.89
SPY
5.67

WBIG vs SPY - Holdings Comparison

WBIG and SPY have 54 common holdings. Overlap is 9.56%

WBIG's top 25 holdings weight is 48.24%. SPY's top 25 holdings weight is 52.46%.

RankWBIGSPY
#1
n/a (DELL) - 2.77%
NVIDIA CORP (NVDA) - 8.30%
#2
WISDOMTREE INTEREST RTHDGUS AGGT BD ETF (AGZD) - 2.66%
APPLE INC (AAPL) - 7.09%
#3
US BANK MMDA USBFS 2 (n/a) - 2.50%
MICROSOFT CORP (MSFT) - 5.02%
#4
ANGEL OAK HIGH YIELD OPPORTUNITIES ETF (AOHY) - 2.48%
AMAZON.COM INC (AMZN) - 3.84%
#5
HP INC (HPQ) - 2.37%
BROADCOM INC (AVGO) - 3.50%
#6
ORACLE CORP (ORCL) - 2.08%
ALPHABET INC CLASS A (GOOGL) - 3.23%
#7
AMPHENOL CORP CLASS A (APH) - 2.01%
ALPHABET INC CLASS C (GOOG) - 2.57%
#8
FORD MOTOR CO (F) - 1.91%
META PLATFORMS INC CLASS A (META) - 2.00%
#9
SOUTHERN COPPER CORP (SCCO) - 1.87%
MICRON TECHNOLOGY INC (MU) - 1.84%
#10
VERIZON COMMUNICATIONS INC (VZ) - 1.83%
TESLA INC (TSLA) - 1.83%
#11
ONEMAIN HOLDINGS INC (OMF) - 1.83%
BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.32%
#12
KIMBERLY-CLARK CORP (KMB) - 1.82%
ADVANCED MICRO DEVICES INC (AMD) - 1.30%
#13
PRUDENTIAL FINANCIAL INC (PRU) - 1.79%
ELI LILLY AND CO (LLY) - 1.29%
#14
LENNOX INTERNATIONAL INC (LII) - 1.77%
JPMORGAN CHASE & CO (JPM) - 1.24%
#15
SMITHFIELD FOODS INC (SFD) - 1.76%
EXXON MOBIL CORP (XOM) - 0.96%
#16
T. ROWE PRICE GROUP INC (TROW) - 1.75%
JOHNSON & JOHNSON (JNJ) - 0.82%
#17
ALTRIA GROUP INC (MO) - 1.73%
VISA INC CLASS A (V) - 0.82%
#18
EVERSOURCE ENERGY (ES) - 1.69%
INTEL CORP (INTC) - 0.78%
#19
PIPER SANDLER COS (PIPR) - 1.68%
CISCO SYSTEMS INC (CSCO) - 0.77%
#20
INTERACTIVE BROKERS GROUP INC CLASS A (IBKR) - 1.68%
WALMART INC (WMT) - 0.76%
#21
TCW SENIOR LOAN ETF (SLNZ) - 1.67%
COSTCO WHOLESALE CORP (COST) - 0.65%
#22
YUM CHINA HOLDINGS INC (YUMC) - 1.66%
CATERPILLAR INC (CAT) - 0.65%
#23
ARM HOLDINGS PLC ADR (ARM) - 1.66%
ORACLE CORP (ORCL) - 0.64%
#24
BALL CORP (BALL) - 1.65%
LAM RESEARCH CORP (LRCX) - 0.64%
#25
n/a (TAP) - 1.62%
APPLIED MATERIALS INC (AMAT) - 0.60%
Total Holdings78505

WBIG vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
Winner
WBIG
+7.68%
SPY
+2.12%
3M
WBIG
+8.27%
Winner
SPY
+13.14%
6M
WBIG
+10.09%
Winner
SPY
+11.52%
1Y
WBIG
+20.33%
Winner
SPY
+26.68%
5Y(CAGR)
WBIG
+1.18%
Winner
SPY
+13.75%
10Y(CAGR)
WBIG
+4.10%
Winner
SPY
+15.65%
Max(CAGR)
WBIG
+1.79%
Winner
SPY
+8.56%

WBIG vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearWBIGSPY
2026+10.14%+10.80%
2025-0.76%+18.00%
2024+5.85%+25.59%
2023-1.61%+26.72%
2022-8.62%-18.64%
2021+17.62%+30.52%
2020-3.62%+17.28%
2019+6.72%+31.09%
2018-8.75%-5.24%
2017+24.97%+20.78%
2016-1.37%+13.59%
2015-10.24%+1.31%
2014-2.01%+14.56%
2013N/A+29.00%
2012N/A+14.17%
2011N/A+0.85%
2010N/A+13.14%
2009N/A+22.67%
2008N/A-36.25%
2007N/A+5.32%
2006N/A+13.85%
2005N/A+5.32%
2004N/A+10.75%
2003N/A+24.18%
2002N/A-22.42%
2001N/A-10.13%
2000N/A-8.84%
1999N/A+8.61%

WBIG vs SPY 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 SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.

The current WBIG drawdown is -3.05%. The current SPY drawdown is -0.62%.

RankWBIGSPY
#1-25.32%
Mar 25, 2022 - Apr 21, 2025		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-23.84%
May 15, 2015 - Oct 24, 2017		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-19.61%
Jan 26, 2018 - May 6, 2021		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-7.06%
Jan 14, 2022 - Mar 24, 2022		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-6.68%
Aug 10, 2021 - Jan 4, 2022		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-5.47%
Sep 8, 2014 - Apr 27, 2015		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-4.35%
Jun 8, 2021 - Aug 3, 2021		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-3.01%
May 10, 2021 - Jun 4, 2021		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-2.35%
May 4, 2015 - May 14, 2015		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-2.07%
Oct 27, 2017 - Nov 28, 2017		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-1.20%
Apr 27, 2015 - May 1, 2015		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-0.91%
Dec 12, 2017 - Dec 15, 2017		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-0.84%
Jan 4, 2022 - Jan 6, 2022		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-0.68%
Oct 24, 2017 - Oct 26, 2017		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-0.56%
Dec 4, 2017 - Dec 7, 2017		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between WBIG and SPY is 0.69 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.69
-101

Dividend Comparison (1999 - 2026)

WBIG vs SPY dividend yield comparison.

YearWBIGSPY
20260.41%0.24%
20251.74%1.07%
20242.05%1.21%
20231.74%1.40%
20221.30%1.65%
20212.94%1.20%
20200.90%1.52%
20191.87%1.75%
20181.20%2.04%
20171.27%1.80%
20160.96%2.03%
20151.41%2.06%
20140.10%1.87%
20130.00%1.81%
20120.00%2.18%
20110.00%2.05%
20100.00%1.80%
20090.00%1.95%
20080.00%3.02%
20070.00%1.85%
20060.00%1.73%
20050.00%1.73%
20040.00%1.82%
20030.00%1.47%
20020.00%1.70%
20010.00%1.25%
20000.00%1.15%
19990.00%0.24%

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