WBIY vs UPAR
Comparison between WBI POWER FACTOR HIGH DIVIDEND ETF (WBIY, ETF) and UPAR ULTRA RISK PARITY ETF (UPAR, ETF).
5-Year PerformanceWBIY has outperformed UPAR, delivering a return of +11.4% compared to -1.5%
WBIY vs UPAR - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
WBIY
$59M
Winner
UPAR
$59M
Expense Ratio
WBIY
0.97%
Winner
UPAR
0.68%
Max Drawdown
WBIY
52.13%
Winner
UPAR
43.05%
Sharpe Ratio
Winner
WBIY
1.43
UPAR
0.99
5Y Beta
WBIY
0.59
Winner
UPAR
0.55
P/E Ratio
WBIY
12.97
UPAR
N/A
Forward P/E
WBIY
10.02
UPAR
N/A
PEG Ratio
WBIY
0.07
UPAR
N/A
5Y Dividends CAGR
WBIY
6.69%
UPAR
N/A
5Y EPS CAGR
WBIY
3.61%
UPAR
N/A
P/S Ratio
WBIY
0.91
UPAR
N/A
P/B Ratio
WBIY
1.80
UPAR
N/A
WBIY vs UPAR - Holdings Comparison
WBIY and UPAR have 2 common holdings. Overlap is -77.23%
WBIY's top 25 holdings weight is 75.24%. UPAR's top 25 holdings weight is 111.63%.
| Rank | WBIY | UPAR |
|---|---|---|
| #1 | BEST BUY CO INC (BBY) - 5.96% | n/a (n/a) - 14.73% |
| #2 | HP INC (HPQ) - 5.85% | SPDR® GOLD MINISHARES (GLDM) - 13.41% |
| #3 | ALTRIA GROUP INC (MO) - 4.95% | UNITED STATES TREASURY BONDS 1% (n/a) - 11.41% |
| #4 | THE CAMPBELL'S CO (CPB) - 4.94% | UNITED STATES TREASURY BONDS 0.75% (n/a) - 7.46% |
| #5 | GENERAL MILLS INC (GIS) - 4.83% | UNITED STATES TREASURY BONDS 1.38% (n/a) - 5.35% |
| #6 | UNITED PARCEL SERVICE INC CLASS B (UPS) - 4.78% | n/a (n/a) - 5.24% |
| #7 | VERIZON COMMUNICATIONS INC (VZ) - 4.16% | VANGUARD FTSE EMERGING MARKETS ETF (VWO) - 5.15% |
| #8 | PFIZER INC (PFE) - 4.09% | MSCI EAFE INDEX FUTURE SEPT 26 (n/a) - 4.72% |
| #9 | ROBERT HALF INC (RHI) - 3.82% | UNITED STATES TREASURY BONDS 0.63% (n/a) - 4.34% |
| #10 | SKYWORKS SOLUTIONS INC (SWKS) - 3.44% | UNITED STATES TREASURY BONDS 0.13% (n/a) - 4.32% |
| #11 | H&R BLOCK INC (HRB) - 3.38% | UNITED STATES TREASURY BONDS 2.38% (n/a) - 4.17% |
| #12 | ONEMAIN HOLDINGS INC (OMF) - 2.59% | UNITED STATES TREASURY BONDS 0.88% (n/a) - 3.83% |
| #13 | T. ROWE PRICE GROUP INC (TROW) - 1.90% | OTHER ASSETS AND LIABILITIES (n/a) - 3.70% |
| #14 | PRUDENTIAL FINANCIAL INC (PRU) - 1.83% | VANGUARD EXTENDED MARKET ETF (VXF) - 3.55% |
| #15 | HESS MIDSTREAM LP CLASS A (HESM) - 1.82% | UNITED STATES TREASURY BONDS 1.5% (n/a) - 3.26% |
| #16 | FRANKLIN RESOURCES INC (BEN) - 1.82% | UNITED STATES TREASURY BONDS 2.13% (n/a) - 3.23% |
| #17 | SIRIUS XM HOLDINGS INC (SIRI) - 1.82% | VANGUARD FTSE DEVELOPED MARKETS ETF (VEA) - 2.55% |
| #18 | THE WESTERN UNION CO (WU) - 1.80% | UNITED STATES TREASURY BONDS 0.25% (n/a) - 2.16% |
| #19 | ONEOK INC (OKE) - 1.76% | EXXONMOBIL HOLDINGS CORP (XOM) - 1.76% |
| #20 | NORTHERN OIL & GAS INC (NOG) - 1.65% | FIRST AMERICAN GOVERNMENT OBLIGS X (FGXXX) - 1.67% |
| #21 | THE AES CORP (AES) - 1.65% | DEERE & CO (DE) - 1.65% |
| #22 | EDISON INTERNATIONAL (EIX) - 1.64% | BHP GROUP LTD ADR (BHP) - 1.17% |
| #23 | GRAPHIC PACKAGING HOLDING CO (GPK) - 1.63% | CHEVRON CORP (CVX) - 1.05% |
| #24 | COLUMBIA BANKING SYSTEM INC (COLB) - 1.57% | RIO TINTO PLC ADR (RIO) - 0.92% |
| #25 | DOMINION ENERGY INC (D) - 1.56% | SOUTHERN COPPER CORP (SCCO) - 0.83% |
| Total Holdings | 52 | 149 |
WBIY vs UPAR - Historical Returns
Returns include dividend reinvestment.
1M
Winner
WBIY
+6.79%
UPAR
-2.92%
3M
Winner
WBIY
+8.27%
UPAR
-3.21%
6M
Winner
WBIY
+13.99%
UPAR
+0.64%
1Y
Winner
WBIY
+26.56%
UPAR
+16.96%
5Y(CAGR)
Winner
WBIY
+11.42%
UPAR
-1.47%
10Y(CAGR)
WBIY
+9.09%
UPAR
N/A
Max(CAGR)
Winner
WBIY
+9.09%
UPAR
-1.47%
WBIY vs UPAR - Annual Returns (2016 - 2026)
Returns include dividend reinvestment.
| Year | WBIY | UPAR |
|---|---|---|
| 2026 | +16.18% | +3.93% |
| 2025 | +13.23% | +23.87% |
| 2024 | +7.37% | -1.95% |
| 2023 | +13.42% | +4.94% |
| 2022 | -1.29% | -30.27% |
| 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 UPAR Drawdown Comparison
The maximum drawdown for WBIY was -48.78%, occurring on Mar 23, 2020. Recovery took 276 trading sessions.
The maximum drawdown for UPAR was -38.97%, occurring on Oct 25, 2023. Recovery took 1030 trading sessions.
The current WBIY drawdown is -0.90%. The current UPAR drawdown is -8.57%.
| Rank | WBIY | UPAR |
|---|---|---|
| #1 | -48.78% Jan 16, 2020 - Feb 22, 2021 | -38.97% Jan 12, 2022 - Feb 23, 2026 |
| #2 | -21.65% Aug 21, 2018 - Jan 14, 2020 | -11.13% Mar 2, 2026 - Mar 27, 2026 |
| #3 | -20.98% Apr 20, 2022 - Jan 31, 2023 | -2.22% Jan 4, 2022 - Jan 12, 2022 |
| #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 UPAR is 0.69 which considered as a moderate positive correlation - the stocks show some tendency to move together.
0.69
-101
Dividend Comparison (2016 - 2026)
WBIY vs UPAR dividend yield comparison.
| Year | WBIY | UPAR |
|---|---|---|
| 2026 | 2.05% | 2.26% |
| 2025 | 4.73% | 3.28% |
| 2024 | 4.57% | 3.32% |
| 2023 | 4.87% | 3.04% |
| 2022 | 4.40% | 4.73% |
| 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% |
Select Stocks to Compare
Popular: WBIY vs SPYUPAR vs SPY
More Comparisons
Compare with similar stocks