WBIY vs IBIH

Comparison between WBI POWER FACTOR HIGH DIVIDEND ETF (WBIY, ETF) and ISHARES IBONDS OCT 2031 TERM TIPS ETF (IBIH, ETF).

WBIY vs IBIH - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	WBIY(ETF)	IBIH(ETF)
Net Assets	$59M	$59M
Expense Ratio	0.97%	0.10%
Max Drawdown	52.13%	5.40%
Sharpe Ratio	1.43	-0.22
5Y Beta	0.59	0.02
P/E Ratio	12.97	N/A
Forward P/E	10.02	N/A
PEG Ratio	0.07	N/A
5Y Dividends CAGR	6.69%	N/A
5Y EPS CAGR	3.61%	N/A
P/S Ratio	0.91	N/A
P/B Ratio	1.80	N/A

Net Assets

WBIY

$59M

Winner

IBIH

$59M

Expense Ratio

WBIY

0.97%

Winner

IBIH

0.10%

Max Drawdown

WBIY

52.13%

Winner

IBIH

5.40%

Sharpe Ratio

Winner

WBIY

1.43

IBIH

-0.22

5Y Beta

WBIY

0.59

Winner

IBIH

0.02

P/E Ratio

WBIY

12.97

IBIH

N/A

Forward P/E

WBIY

10.02

IBIH

N/A

PEG Ratio

WBIY

0.07

IBIH

N/A

5Y Dividends CAGR

WBIY

6.69%

IBIH

N/A

5Y EPS CAGR

WBIY

3.61%

IBIH

N/A

P/S Ratio

WBIY

0.91

IBIH

N/A

P/B Ratio

WBIY

1.80

IBIH

N/A

WBIY vs IBIH - Historical Returns

Returns include dividend reinvestment.

Period	WBIY	IBIH
1 month	+6.79%	+0.49%
3 months	+8.27%	-0.24%
6 months	+13.99%	+1.14%
1 year	+26.56%	+2.87%
5 years(CAGR)	+11.42%	N/A
10 years(CAGR)	+9.09%	N/A
Max(CAGR)	+9.09%	+5.66%

Winner

WBIY

+6.79%

IBIH

+0.49%

Winner

WBIY

+8.27%

IBIH

-0.24%

Winner

WBIY

+13.99%

IBIH

+1.14%

Winner

WBIY

+26.56%

IBIH

+2.87%

5Y(CAGR)

WBIY

+11.42%

IBIH

N/A

10Y(CAGR)

WBIY

+9.09%

IBIH

N/A

Max(CAGR)

Winner

WBIY

+9.09%

IBIH

+5.66%

WBIY vs IBIH - Annual Returns (2016 - 2026)

Returns include dividend reinvestment.

Year	WBIY	IBIH
2026	+16.18%	+1.24%
2025	+13.23%	+8.35%
2024	+7.37%	+1.95%
2023	+13.42%	+4.60%
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%	N/A

WBIY vs IBIH Drawdown Comparison

The maximum drawdown for WBIY was -48.78%, occurring on Mar 23, 2020. Recovery took 276 trading sessions.

The maximum drawdown for IBIH was -3.94%, occurring on Dec 19, 2024. Recovery took 107 trading sessions.

The current WBIY drawdown is -0.90%. The current IBIH drawdown is -1.00%.

Rank	WBIY	IBIH
#1	-48.78% Jan 16, 2020 - Feb 22, 2021	-3.94% Sep 24, 2024 - Feb 28, 2025
#2	-21.65% Aug 21, 2018 - Jan 14, 2020	-2.96% Apr 3, 2025 - Jun 25, 2025
#3	-20.98% Apr 20, 2022 - Jan 31, 2023	-2.90% Feb 1, 2024 - Jun 5, 2024
#4	-19.38% Nov 25, 2024 - Jul 23, 2025	-2.67% Sep 22, 2023 - Nov 3, 2023
#5	-16.82% Feb 2, 2023 - Dec 14, 2023	-1.70% Mar 9, 2026 - Apr 17, 2026
#6	-9.57% Jan 26, 2018 - Jun 8, 2018	-1.55% Dec 27, 2023 - Feb 1, 2024
#7	-9.44% Jan 4, 2017 - Sep 26, 2017	-1.49% May 1, 2026 - Jun 17, 2026
#8	-7.44% Nov 12, 2021 - Dec 28, 2021	-1.15% Mar 3, 2025 - Mar 28, 2025
#9	-6.63% Jul 23, 2025 - Aug 22, 2025	-1.07% Jun 5, 2024 - Jun 18, 2024
#10	-6.52% Jun 11, 2021 - Nov 11, 2021	-1.05% Nov 8, 2023 - Nov 14, 2023
#11	-6.48% Feb 11, 2026 - May 28, 2026	-1.00% Oct 22, 2025 - Jan 30, 2026
#12	-6.40% Mar 28, 2024 - Jul 16, 2024	-0.92% Aug 5, 2024 - Aug 21, 2024
#13	-5.81% Sep 11, 2025 - Nov 26, 2025	-0.82% Jul 17, 2024 - Jul 31, 2024
#14	-5.66% Jan 14, 2022 - Mar 29, 2022	-0.76% Jun 20, 2024 - Jul 5, 2024
#15	-5.47% Jul 17, 2024 - Aug 26, 2024	-0.76% Sep 8, 2025 - Oct 21, 2025

Correlation

Correlation between WBIY and IBIH is 0.89 which considered as a strong positive correlation - the stocks tend to move together.

0.89

-101

Dividend Comparison (2016 - 2026)

WBIY vs IBIH dividend yield comparison.

Year	WBIY	IBIH
2026	2.05%	2.70%
2025	4.73%	4.68%
2024	4.57%	4.34%
2023	4.87%	0.70%
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%	0.00%