GVLU vs WBIE
Gotham 1000 Value ETF vs WBI BullBear Rising Income 3000 ETF
Which is better, GVLU or WBIE?
GVLU has been ahead.
GVLU has a lower expense ratio. GVLU led over 1Y.
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 | GVLU | WBIE |
|---|---|---|
| Expense Ratio | 0.50%Best | 1.24% |
| AUM | $248M | $5M |
| Dividend Yield | 5.92% | 0.02% |
| Holdings | 963 | 35 |
| YTD Return | +15.97%Best | -0.16% |
| 1Y Return | +20.40%Best | -0.16% |
| 3Y Return (annualized) | +18.92% | - |
| Volatility (annualized) | 17.5% | - |
| Max Drawdown | -20.8% | - |
| $10,000 over 4.4 years | $16,400 | - |
| Fund Family | Gotham ETFs | WBI Investments |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Blend |
| Inception | Jun 7, 2022 | Aug 25, 2014 |
Not shown on this pair: 5Y Return (annualized), Top 10 Weight.
Volatility and max drawdown, and the $10,000 over 4.4 years row, are measured over the window both funds cover: Jun 8, 2022 to Oct 28, 2026 (4.4 years).
GVLU vs WBIE 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 4.4 years both funds cover.
GVLU vs WBIE Performance
Gotham 1000 Value ETF (GVLU) is an ETF from Gotham ETFs and WBI BullBear Rising Income 3000 ETF (WBIE) is an ETF from WBI Investments. Over the past year GVLU returned +20.40% while WBIE returned -0.16%. Year to date, GVLU is up 15.97% versus a loss of 0.16% for WBIE.
Past performance does not guarantee future results.
Fees and Cost Over Time
GVLU charges 0.50% per year while WBIE charges 1.24%. On a $10,000 position that is $50 vs $124 annually, a gap of $74 per year that compounds over a long holding period. On income, GVLU currently yields 5.92% against 0.02% for WBIE.
You are not choosing between two funds in isolation.
Whichever of GVLU and WBIE 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, GVLU or WBIE?
GVLU has an expense ratio of 0.50% while WBIE charges 1.24%. GVLU is the cheaper option, by $74 a year on a $10,000 investment.
Which performed better, GVLU or WBIE?
Over the past year GVLU returned +20.40% vs -0.16% for WBIE, so GVLU leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.
Which pays a higher dividend, GVLU or WBIE?
GVLU yields 5.92% while WBIE yields 0.02%, so GVLU currently pays the higher dividend yield.
Is WBIE better than GVLU?
GVLU has a lower expense ratio. GVLU led over 1Y. Which one suits a particular account depends on what it is for. This is information, not a recommendation.