DIVYvsWBIYETF Comparison
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Sound Equity Income ETF (DIVY) belongs to the US Large Cap segment. WBI Power Factor High Dividend ETF (WBIY) is part of the US Multi-Factor segment. DIVY's top 3 sector exposures are Finance, Energy and Healthcare. In contrast, WBIY's top sector exposures are Finance, Consumer Non-Cyclicals and Technology. DIVY is less expensive with a Total Expense Ratio (TER) of 0.45%, versus 1.04% for WBIY. DIVY is up 15.33% year-to-date (YTD) with -$4M in YTD flows. WBIY performs better with 18.18% YTD performance, and -$1M in YTD flows. Run a side-by-side ETF comparison of DIVY and WBIY below, and assess how they stack up in performance, liquidity, risk, exposure, holdings, and more, helping you select the best ETF for your investments.
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DIVY vs WBIY performance and flow charts
Performance
Cumulative Flows
Historic performance and flows
Data as of 07/17/2026
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | DIVY WBIY | +4.90%+7.98% | +6.07%+9.50% | +15.33%+18.18% | +18.99%+28.02% | +32.70%+62.05% | +55.50%+77.80% |
| Flows | DIVY WBIY | -$1M- | -$1M-$358K | -$4M-$1M | -$7M-$6M | -$2M-$16M | +$14M-$19M |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | DIVY WBIY | +14.11%+14.46% | +13.27%+14.70% | +14.63%+16.88% | +16.03%+18.49% |
| Max drawdown | DIVY WBIY | -3.23%-3.75% | -9.14%-6.74% | -17.81%-19.44% | -17.81%-20.83% |
| Max drawdown duration | DIVY WBIY | 16d21d | 108d29d | 233d239d | 233d285d |
Trading data
DIVY | WBIY | |
Last sale 7/20/2026 at 1:30 PM | $29.68 | |
| Previous close 07/17/2026 | $29.92 | |
| Consolidated volume 07/17/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
Replication quality
Data as of June 30, 2026
1-year trailing difference
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DIVY
is actively managed and doesn’t replicate an indexDIVY | WBIY | |
|---|---|---|
| Tracking error | ||
| Tracking difference | ||
| 1 year cumulative return difference | ||
| Best | ||
| Worst | ||
| Daily return difference | ||
| Average | ||
| Worst | ||
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Main metrics
Last update 7/20/2026 at 1:30 PM
Live
Closed
DIVY | WBIY | |
|---|---|---|
| Last price | $29.68 | – |
| 1D performance | -0.80% | – |
| AuM | $28.45 M | $62.55 M |
| E/R | 0.45% | 1.04% |
Characteristics
DIVY | WBIY | |
|---|---|---|
| Management strategy | Active | Passive |
| Provider | Toroso Asset Management | WBI Shares |
| Benchmark | - | Solactive Power Factor High Dividend Index |
| N° of holdings | 35 | 50 |
| Asset class | - | Equities |
| Trailing 12m distribution yield | Join | Join |
| Inception date | December 31, 2020 | December 19, 2016 |
| ESG | No | No |
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Exposure
Countries
DIVY
USA
80.81%
Other
19.19%
WBIY
USA
98.19%
Other
1.81%
Sectors
DIVY
Finance
24.71%
Energy
12.51%
Healthcare
12.28%
Non-Energy Materi.
11.06%
Technology
9.23%
Other
30.21%
WBIY
Finance
18.93%
Consumer Non-Cycl.
18.56%
Technology
11.18%
Business Services
7.64%
Telecommunication.
7.6%
Other
36.09%
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Diversification
DIVY
Total weight of top 15 holdings out of 15
52.86%
WBIY
Total weight of top 15 holdings out of 15
58.55%
Top 15 holdings
Data as of May 31, 2026
DIVY
Cisco Systems, Inc.
4.38%
Omnicom Group, Inc.
4.28%
Citizens Financial Group, Inc. (Rhode Island)
3.96%
Eversource Energy
3.76%
Principal Financial Group, Inc.
3.65%
GSK Plc
3.57%
TotalEnergies SE
3.51%
United Parcel Service, Inc.
3.43%
Perrigo Co. Plc
3.43%
Franklin Resources, Inc.
3.36%
Sonoco Products Co.
3.27%
Corebridge Financial, Inc.
3.16%
HF Sinclair Corp.
3.10%
Provident Financial Services, Inc.
3.00%
AT&T, Inc.
3.00%
WBIY
HP, Inc.
5.96%
Altria Group, Inc.
5.25%
Skyworks Solutions, Inc.
5.22%
Verizon Communications, Inc.
4.89%
United Parcel Service, Inc.
4.67%
The Campbell's Co.
4.62%
Best Buy Co., Inc.
4.61%
General Mills, Inc.
4.52%
Pfizer Inc.
4.48%
H&R Block, Inc.
3.30%
Robert Half, Inc.
2.97%
OneMain Holdings, Inc.
2.39%
The Western Union Co.
1.94%
Northern Oil & Gas, Inc.
1.88%
Hess Midstream LP
1.85%
Frequently asked questions about DIVY and WBIY
How have the DIVY and WBIY ETFs performed in 2026?
As of July 17, 2026, DIVY is up 15.33% year-to-date (YTD), while WBIY has returned 18.18%. That puts WBIY better performer ahead so far this year.
Which ETF is attracting more investor money: DIVY or WBIY?
Year-to-date, the DIVY ETF saw -$4M in flows, compared to -$1M for WBIY.
Which ETF is more volatile: DIVY or WBIY?
Over the past year, DIVY had a volatility of 13.27%, while WBIY experienced 14.7%.
Which ETF is bigger: DIVY or WBIY?
As of July 17, 2026, DIVY holds $28.45 M in assets under management (AUM), while WBIY manages $62.55 M.
What sectors do the DIVY and WBIY ETFs invest in?
DIVY leans toward sectors like Finance, Energy and Healthcare. Meanwhile, WBIY focuses on Finance, Consumer Non-Cyclicals and Technology.
What are the top holdings of the DIVY ETF and WBIY ETF?
DIVY top holdings include Cisco Systems, Inc., Omnicom Group, Inc. and Citizens Financial Group, Inc. (Rhode Island). WBIY holds in its top three: HP, Inc., Altria Group, Inc. and Skyworks Solutions, Inc..
Which ETF is more diversified: DIVY or WBIY?
DIVY holds 35 securities with 52.86% of its assets in the top 15. WBIY has 50 securities and a top 15 weight of 58.55%.
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