WBIY vs STBF

Comparison between WBI POWER FACTOR HIGH DIVIDEND ETF (WBIY, ETF) and PERFORMANCE TRUST SHORT TERM BOND ETF (STBF, ETF).

WBIY vs STBF - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	WBIY(ETF)	STBF(ETF)
Net Assets	$60M	$60M
Expense Ratio	0.97%	0.65%
Max Drawdown	52.13%	2.00%
Sharpe Ratio	1.28	1.08
5Y Beta	0.60	-0.00
P/E Ratio	11.57	N/A
Forward P/E	9.46	N/A
PEG Ratio	0.07	N/A
5Y Dividends CAGR	10.26%	N/A
5Y EPS CAGR	2.99%	N/A
P/S Ratio	0.87	N/A
P/B Ratio	1.71	N/A

Net Assets

Winner

WBIY

$60M

STBF

$60M

Expense Ratio

WBIY

0.97%

Winner

STBF

0.65%

Max Drawdown

WBIY

52.13%

Winner

STBF

2.00%

Sharpe Ratio

Winner

WBIY

1.28

STBF

1.08

5Y Beta

WBIY

0.60

Winner

STBF

-0.00

P/E Ratio

WBIY

11.57

STBF

N/A

Forward P/E

WBIY

9.46

STBF

N/A

PEG Ratio

WBIY

0.07

STBF

N/A

5Y Dividends CAGR

WBIY

10.26%

STBF

N/A

5Y EPS CAGR

WBIY

2.99%

STBF

N/A

P/S Ratio

WBIY

0.87

STBF

N/A

P/B Ratio

WBIY

1.71

STBF

N/A

WBIY vs STBF - Historical Returns

Returns include dividend reinvestment.

Period	WBIY	STBF
1 month	+6.15%	+0.15%
3 months	+7.93%	+1.13%
6 months	+11.41%	+1.81%
1 year	+24.76%	+5.34%
5 years(CAGR)	+9.64%	N/A
10 years(CAGR)	+8.78%	N/A
Max(CAGR)	+8.78%	+5.74%

Winner

WBIY

+6.15%

STBF

+0.15%

Winner

WBIY

+7.93%

STBF

+1.13%

Winner

WBIY

+11.41%

STBF

+1.81%

Winner

WBIY

+24.76%

STBF

+5.34%

5Y(CAGR)

WBIY

+9.64%

STBF

N/A

10Y(CAGR)

WBIY

+8.78%

STBF

N/A

Max(CAGR)

Winner

WBIY

+8.78%

STBF

+5.74%

WBIY vs STBF - Annual Returns (2016 - 2026)

Returns include dividend reinvestment.

Year	WBIY	STBF
2026	+12.04%	+1.54%
2025	+13.23%	+6.35%
2024	+7.37%	+4.59%
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%	N/A

WBIY vs STBF Drawdown Comparison

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

The maximum drawdown for STBF was -1.18%, occurring on Apr 11, 2025. Recovery took 16 trading sessions.

The current STBF drawdown is -0.01%.

Rank	WBIY	STBF
#1	-48.78% Jan 16, 2020 - Feb 22, 2021	-1.18% Apr 4, 2025 - Apr 29, 2025
#2	-21.65% Aug 21, 2018 - Jan 14, 2020	-1.00% Feb 26, 2026 - Apr 17, 2026
#3	-20.98% Apr 20, 2022 - Jan 31, 2023	-0.64% Dec 9, 2024 - Jan 27, 2025
#4	-19.38% Nov 25, 2024 - Jul 23, 2025	-0.63% Mar 4, 2025 - Apr 4, 2025
#5	-16.82% Feb 2, 2023 - Dec 14, 2023	-0.58% May 11, 2026 - May 19, 2026
#6	-9.57% Jan 26, 2018 - Jun 8, 2018	-0.53% Oct 1, 2024 - Nov 26, 2024
#7	-9.44% Jan 4, 2017 - Sep 26, 2017	-0.51% Oct 27, 2025 - Nov 21, 2025
#8	-7.44% Nov 12, 2021 - Dec 28, 2021	-0.47% Aug 2, 2024 - Aug 19, 2024
#9	-6.63% Jul 23, 2025 - Aug 22, 2025	-0.44% Apr 30, 2025 - Jun 2, 2025
#10	-6.52% Jun 11, 2021 - Nov 11, 2021	-0.40% Apr 9, 2024 - May 3, 2024
#11	-6.48% Feb 11, 2026 - May 28, 2026	-0.31% May 15, 2024 - Jun 4, 2024
#12	-6.40% Mar 28, 2024 - Jul 16, 2024	-0.28% Apr 27, 2026 - May 8, 2026
#13	-5.81% Sep 11, 2025 - Nov 26, 2025	-0.24% Jun 30, 2025 - Jul 22, 2025
#14	-5.66% Jan 14, 2022 - Mar 29, 2022	-0.22% Jun 25, 2024 - Jul 5, 2024
#15	-5.47% Jul 17, 2024 - Aug 26, 2024	-0.18% Jun 5, 2025 - Jun 12, 2025

Correlation

Correlation between WBIY and STBF is 0.86 which considered as a strong positive correlation - the stocks tend to move together.

0.86

-101

Dividend Comparison (2016 - 2026)

WBIY vs STBF dividend yield comparison.

Year	WBIY	STBF
2026	1.02%	1.57%
2025	4.73%	5.10%
2024	4.57%	4.18%
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%	0.00%