WBIY vs IBCB
Comparison between WBI POWER FACTOR HIGH DIVIDEND ETF (WBIY, ETF) and ISHARES IBONDS MAR 2016 CORPORATE EXFINANCIALS ETF (IBCB, ETF).
WBIY vs IBCB - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
WBIY
$60M
Winner
IBCB
$61M
Expense Ratio
WBIY
0.97%
Winner
IBCB
0.10%
Max Drawdown
Winner
WBIY
52.13%
IBCB
75.26%
Sharpe Ratio
Winner
WBIY
1.28
IBCB
-1.45
5Y Beta
WBIY
0.60
Winner
IBCB
0.28
P/E Ratio
WBIY
11.57
IBCB
N/A
Forward P/E
WBIY
9.46
IBCB
N/A
PEG Ratio
WBIY
0.07
IBCB
N/A
5Y Dividends CAGR
WBIY
10.26%
IBCB
N/A
5Y EPS CAGR
WBIY
2.99%
IBCB
N/A
P/S Ratio
WBIY
0.87
IBCB
N/A
P/B Ratio
WBIY
1.71
IBCB
N/A
WBIY vs IBCB - Holdings Comparison
WBIY and IBCB have 1 common holdings. Overlap is -0.43%
WBIY's top 25 holdings weight is 75.90%. IBCB's top 25 holdings weight is 30.21%.
| Rank | WBIY | IBCB |
|---|---|---|
| #1 | HP INC (HPQ) - 6.60% | AMAZON.COM, INC. 4.875% (n/a) - 2.52% |
| #2 | BEST BUY CO INC (BBY) - 5.25% | n/a (n/a) - 2.30% |
| #3 | ALTRIA GROUP INC (MO) - 4.98% | ORACLE CORP. 5.7% (n/a) - 2.16% |
| #4 | UNITED PARCEL SERVICE INC CLASS B (UPS) - 4.94% | META PLATFORMS INC 5.25% (n/a) - 2.06% |
| #5 | SKYWORKS SOLUTIONS INC (SWKS) - 4.91% | SALESFORCE INC. 5.55% (n/a) - 1.96% |
| #6 | THE CAMPBELL'S CO (CPB) - 4.78% | ALPHABET INC. 4.8% (n/a) - 1.90% |
| #7 | VERIZON COMMUNICATIONS INC (VZ) - 4.78% | ABBOTT LABORATORIES 4.65% (n/a) - 1.63% |
| #8 | GENERAL MILLS INC (GIS) - 4.46% | HONEYWELL AEROSPACE INC. 4.95% (n/a) - 1.28% |
| #9 | PFIZER INC (PFE) - 4.38% | NOVARTIS CAPITAL CORPORATION 4.9% (n/a) - 1.03% |
| #10 | ROBERT HALF INC (RHI) - 3.27% | TELEFONICA EMISIONES S.A.U. 7.045% (n/a) - 1.01% |
| #11 | H&R BLOCK INC (HRB) - 3.24% | VERIZON COMMUNICATIONS INC. 5% (n/a) - 0.99% |
| #12 | ONEMAIN HOLDINGS INC (OMF) - 2.39% | BROADCOM INC 4.8% (n/a) - 0.99% |
| #13 | THE WESTERN UNION CO (WU) - 1.86% | BROADCOM INC 3.187% (n/a) - 0.98% |
| #14 | NORTHERN OIL & GAS INC (NOG) - 1.83% | n/a (n/a) - 0.90% |
| #15 | HESS MIDSTREAM LP CLASS A (HESM) - 1.77% | EATON CORP. 4.8% (n/a) - 0.89% |
| #16 | SIRIUS XM HOLDINGS INC (SIRI) - 1.76% | HSBC HOLDINGS PLC 6.5% (n/a) - 0.83% |
| #17 | FRANKLIN RESOURCES INC (BEN) - 1.74% | MICROSOFT CORP. 3.45% (n/a) - 0.82% |
| #18 | T. ROWE PRICE GROUP INC (TROW) - 1.74% | AMGEN INC. 4.85% (n/a) - 0.80% |
| #19 | GRAPHIC PACKAGING HOLDING CO (GPK) - 1.72% | BERKSHIRE HATHAWAY ENERGY COMPANY 6.125% (n/a) - 0.80% |
| #20 | ONEOK INC (OKE) - 1.70% | AT&T INC 5.25% (n/a) - 0.76% |
| #21 | THE AES CORP (AES) - 1.67% | OCCIDENTAL PETROLEUM CORP. 6.45% (n/a) - 0.74% |
| #22 | PRUDENTIAL FINANCIAL INC (PRU) - 1.66% | INTEL CORPORATION 5.3% (n/a) - 0.74% |
| #23 | EDISON INTERNATIONAL (EIX) - 1.54% | THE CIGNA GROUP 5.25% (n/a) - 0.72% |
| #24 | DOMINION ENERGY INC (D) - 1.49% | AMPHENOL CORPORATION 4.625% (n/a) - 0.70% |
| #25 | COLUMBIA BANKING SYSTEM INC (COLB) - 1.44% | ROYAL CARIBBEAN CRUISES LTD. 5.375% (n/a) - 0.70% |
| Total Holdings | 52 | 254 |
WBIY vs IBCB - Historical Returns
Returns include dividend reinvestment.
1M
Winner
WBIY
+6.15%
IBCB
+0.46%
3M
Winner
WBIY
+7.93%
IBCB
+1.82%
6M
WBIY
+11.41%
IBCB
N/A
1Y
WBIY
+24.76%
IBCB
N/A
5Y(CAGR)
WBIY
+9.64%
IBCB
N/A
10Y(CAGR)
Winner
WBIY
+8.78%
IBCB
-12.59%
Max(CAGR)
Winner
WBIY
+8.78%
IBCB
-12.28%
WBIY vs IBCB - Annual Returns (2016 - 2026)
Returns include dividend reinvestment.
| Year | WBIY | IBCB |
|---|---|---|
| 2026 | +12.04% | +1.82% |
| 2025 | +13.23% | N/A |
| 2024 | +7.37% | N/A |
| 2023 | +13.42% | N/A |
| 2022 | -1.29% | N/A |
| 2021 | +29.40% | N/A |
| 2020 | -8.67% | N/A |
| 2019 | +23.12% | N/A |
| 2018 | -15.37% | N/A |
| 2017 | +13.33% | N/A |
| 2016 | -1.39% | +0.23% |
WBIY vs IBCB Drawdown Comparison
The maximum drawdown for WBIY was -48.78%, occurring on Mar 23, 2020. Recovery took 276 trading sessions.
The maximum drawdown for IBCB was -75.23%, occurring on Mar 27, 2026. This drawdown has not yet recovered.
The current IBCB drawdown is -74.69%.
| Rank | WBIY | IBCB |
|---|---|---|
| #1 | -48.78% Jan 16, 2020 - Feb 22, 2021 | -75.23% Jan 13, 2016 - Mar 27, 2026 |
| #2 | -21.65% Aug 21, 2018 - Jan 14, 2020 | -0.28% Jan 7, 2016 - Jan 13, 2016 |
| #3 | -20.98% Apr 20, 2022 - Jan 31, 2023 | -0.02% Jan 5, 2016 - Jan 7, 2016 |
| #4 | -19.38% Nov 25, 2024 - Jul 23, 2025 | N/A |
| #5 | -16.82% Feb 2, 2023 - Dec 14, 2023 | N/A |
| #6 | -9.57% Jan 26, 2018 - Jun 8, 2018 | N/A |
| #7 | -9.44% Jan 4, 2017 - Sep 26, 2017 | N/A |
| #8 | -7.44% Nov 12, 2021 - Dec 28, 2021 | N/A |
| #9 | -6.63% Jul 23, 2025 - Aug 22, 2025 | N/A |
| #10 | -6.52% Jun 11, 2021 - Nov 11, 2021 | N/A |
| #11 | -6.48% Feb 11, 2026 - May 28, 2026 | N/A |
| #12 | -6.40% Mar 28, 2024 - Jul 16, 2024 | N/A |
| #13 | -5.81% Sep 11, 2025 - Nov 26, 2025 | N/A |
| #14 | -5.66% Jan 14, 2022 - Mar 29, 2022 | N/A |
| #15 | -5.47% Jul 17, 2024 - Aug 26, 2024 | N/A |
Correlation
Correlation between WBIY and IBCB is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.
0.96
-101
Dividend Comparison (2016 - 2026)
WBIY vs IBCB dividend yield comparison.
| Year | WBIY | IBCB |
|---|---|---|
| 2026 | 1.02% | 0.63% |
| 2025 | 4.73% | 0.00% |
| 2024 | 4.57% | 0.00% |
| 2023 | 4.87% | 0.00% |
| 2022 | 4.40% | 0.00% |
| 2021 | 3.94% | 0.00% |
| 2020 | 5.10% | 0.00% |
| 2019 | 4.54% | 0.00% |
| 2018 | 3.25% | 0.00% |
| 2017 | 5.84% | 0.00% |
| 2016 | 0.01% | 0.06% |
Select Stocks to Compare
Popular: WBIY vs SPYIBCB vs SPY
More Comparisons
Compare with similar stocks