ECML vs WBIG
Euclidean Fundamental Value ETF vs WBI BullBear Yield 3000 ETF
Which is better, ECML or WBIG?
ECML has been ahead.
ECML has a lower expense ratio. ECML led over 1Y, 3Y and the full window. ECML is less concentrated, with 20.7% of the fund in its ten largest positions against 23.9%.
MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.
Side-by-Side Comparison
| Metric | ECML | WBIG |
|---|---|---|
| Expense Ratio | 0.95%Best | 1.59% |
| AUM | $126M | $31M |
| Dividend Yield | 1.17% | 1.17% |
| Holdings | 130 | 159 |
| YTD Return | +18.99%Best | +12.49% |
| 1Y Return | +24.66%Best | +11.17% |
| 3Y Return (annualized) | +14.57%Best | +7.85% |
| 5Y Return (annualized) | - | +1.53% |
| Volatility (annualized) | 18.8% | 12.3%Best |
| Max Drawdown | -25.4% | -20.2%Best |
| $10,000 over 3.4 years | $16,212Best | $12,671 |
| Top 10 Weight | 20.7%Best | 23.9% |
| Fund Family | Euclidean Technologies | WBI Investments |
| Category | Equity | Equity |
| Style | Large Cap Value | Large Cap Value |
| Inception | May 18, 2023 | Aug 25, 2014 |
Volatility and max drawdown, and the $10,000 over 3.4 years row, are measured over the window both funds cover: May 18, 2023 to Oct 14, 2026 (3.4 years).
ECML vs WBIG growth
Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 3.4 years both funds cover.
ECML vs WBIG Performance
Euclidean Fundamental Value ETF (ECML) is an ETF from Euclidean Technologies and WBI BullBear Yield 3000 ETF (WBIG) is an ETF from WBI Investments. Over the past year ECML returned +24.66% while WBIG returned +11.17%. Year to date, ECML is up 18.99% versus a gain of 12.49% for WBIG.
Over three years, ECML compounded at +14.57% per year against +7.85% for WBIG.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
ECML has been the more volatile fund, with annualized monthly volatility of 18.8% compared with 12.3% for WBIG. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.
The deepest peak-to-trough decline in our data was -25.4% for ECML and -20.2% for WBIG. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.83. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
ECML charges 0.95% per year while WBIG charges 1.59%. On a $10,000 position that is $95 vs $159 annually, a gap of $64 per year that compounds over a long holding period. On income, ECML currently yields 1.17% against 1.17% for WBIG.
Holdings Overlap
11.1% of ECML's money is in holdings WBIG also owns. 7.1% of WBIG's money is in holdings ECML also owns.
ECML and WBIG share little of their money.
6 positions in common, counted across the 64 positions we hold weights for in ECML and 71 in WBIG, against full books of 130 and 159.
What only one of them owns
Our book lists 61 positions for WBIG that do not appear in our book for ECML (85.5% of the fund), and 57 for ECML that do not appear in WBIG (87.3%).
Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.
Top Shared Holdings
You are not choosing between two funds in isolation.
Whichever of ECML and WBIG you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, ECML or WBIG?
ECML has an expense ratio of 0.95% while WBIG charges 1.59%. ECML is the cheaper option, by $64 a year on a $10,000 investment.
Which performed better, ECML or WBIG?
Over the past year ECML returned +24.66% vs +11.17% for WBIG, so ECML leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, ECML or WBIG?
ECML has been the more volatile fund at 18.8% annualized versus 12.3% for WBIG. Worst drawdown: ECML -25.4% vs WBIG -20.2%.
Should I hold both ECML and WBIG?
ECML and WBIG have a monthly-return correlation of 0.83, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
What is the holdings overlap between ECML and WBIG?
11.1% of ECML's money is in holdings WBIG also owns. 7.1% of WBIG's is in holdings ECML also owns. They hold 6 positions in common, counted across the 64 positions we hold weights for in ECML and 71 in WBIG.
Which pays a higher dividend, ECML or WBIG?
ECML yields 1.17% while WBIG yields 1.17%, so WBIG currently pays the higher dividend yield.
Is WBIG better than ECML?
ECML has a lower expense ratio. ECML led over 1Y, 3Y and the full window. ECML is less concentrated, with 20.7% of the fund in its ten largest positions against 23.9%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.