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WBIL vs NVBT

Comparison between WBI BULLBEAR QUALITY 3000 ETF (WBIL, ETF) and ALLIANZIM U.S. EQUITY BUFFER10 NOV ETF (NVBT, ETF).

WBIL vs NVBT - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
WBIL
$31M
NVBT
$31M
Expense Ratio
WBIL
1.55%
Winner
NVBT
0.74%
Max Drawdown
WBIL
25.30%
Winner
NVBT
12.90%
Sharpe Ratio
WBIL
1.42
Winner
NVBT
1.53
5Y Beta
WBIL
0.71
Winner
NVBT
0.59
P/E Ratio
WBIL
40.51
NVBT
N/A
Forward P/E
WBIL
24.63
NVBT
N/A
PEG Ratio
WBIL
0.45
NVBT
N/A
5Y Dividends CAGR
WBIL
-31.20%
NVBT
N/A
5Y EPS CAGR
WBIL
18.06%
NVBT
N/A
Debt to Equity
WBIL
11.12%
NVBT
N/A
P/S Ratio
WBIL
4.06
NVBT
N/A
P/B Ratio
WBIL
7.27
NVBT
N/A

WBIL vs NVBT - Historical Returns

Returns include dividend reinvestment.

1M
Winner
WBIL
+9.56%
NVBT
+0.55%
3M
Winner
WBIL
+15.07%
NVBT
+8.13%
6M
Winner
WBIL
+13.34%
NVBT
+6.96%
1Y
Winner
WBIL
+27.08%
NVBT
+16.61%
5Y(CAGR)
WBIL
+5.77%
NVBT
N/A
10Y(CAGR)
WBIL
+7.01%
NVBT
N/A
Max(CAGR)
WBIL
+4.63%
Winner
NVBT
+13.29%

WBIL vs NVBT - Annual Returns (2014 - 2026)

Returns include dividend reinvestment.

YearWBILNVBT
2026+14.30%+6.48%
2025-0.48%+12.92%
2024+15.42%+12.31%
2023+12.41%+16.66%
2022-9.54%+0.24%
2021+19.47%N/A
2020-2.54%N/A
2019+11.70%N/A
2018-9.59%N/A
2017+19.15%N/A
2016+5.58%N/A
2015-6.91%N/A
2014-3.12%N/A

WBIL vs NVBT Drawdown Comparison

The maximum drawdown for WBIL was -25.30%, occurring on Apr 21, 2025. Recovery took 364 trading sessions.

The maximum drawdown for NVBT was -12.90%, occurring on Apr 8, 2025. Recovery took 79 trading sessions.

The current WBIL drawdown is -2.26%. The current NVBT drawdown is -1.27%.

RankWBILNVBT
#1-25.30%
Dec 6, 2024 - May 22, 2026
-12.90%
Feb 19, 2025 - Jun 12, 2025
#2-18.00%
Sep 8, 2014 - Jun 1, 2017
-9.98%
Jul 31, 2023 - Jan 12, 2024
#3-15.10%
Jan 29, 2018 - Mar 15, 2021
-6.21%
Jan 27, 2026 - Apr 14, 2026
#4-14.35%
Jan 14, 2022 - Jan 29, 2024
-5.76%
Feb 2, 2023 - Apr 18, 2023
#5-8.49%
Mar 28, 2024 - Oct 9, 2024
-4.83%
Dec 1, 2022 - Jan 26, 2023
#6-8.35%
Aug 9, 2021 - Jan 4, 2022
-3.00%
Nov 1, 2022 - Nov 10, 2022
#7-5.74%
Jun 2, 2026 - Jun 10, 2026
-2.94%
Nov 12, 2025 - Nov 28, 2025
#8-5.60%
May 10, 2021 - Aug 4, 2021
-2.57%
Jun 2, 2026 - Jun 10, 2026
#9-3.20%
Mar 15, 2021 - Mar 26, 2021
-2.47%
Jul 31, 2024 - Aug 14, 2024
#10-2.99%
Jul 20, 2017 - Oct 5, 2017
-2.21%
Dec 6, 2024 - Jan 21, 2025
#11-2.36%
Feb 15, 2024 - Feb 22, 2024
-2.11%
May 1, 2023 - May 18, 2023
#12-1.74%
Oct 29, 2024 - Nov 6, 2024
-1.89%
Apr 18, 2023 - Apr 28, 2023
#13-1.73%
Feb 12, 2024 - Feb 14, 2024
-1.78%
Jun 15, 2023 - Jun 30, 2023
#14-1.63%
Jan 29, 2024 - Feb 2, 2024
-1.78%
Jan 12, 2026 - Jan 27, 2026
#15-1.54%
Jan 4, 2022 - Jan 12, 2022
-1.66%
May 18, 2023 - May 26, 2023

Correlation

Correlation between WBIL and NVBT is 0.87 which considered as a strong positive correlation - the stocks tend to move together.

0.87
-101

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