VOO vs WBIE
Vanguard S&P 500 ETF vs WBI BullBear Rising Income 3000 ETF
Which is better, VOO or WBIE?
VOO has been ahead.
VOO has a lower expense ratio. VOO led over 1Y and the full window.
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 | VOO | WBIE |
|---|---|---|
| Expense Ratio | 0.03%Best | 1.24% |
| AUM | $1.0T | $5M |
| Dividend Yield | 1.06% | 0.02% |
| Holdings | 506 | 35 |
| YTD Return | +12.75%Best | -2.70% |
| 1Y Return | +15.70%Best | -2.70% |
| 3Y Return (annualized) | +23.62% | - |
| 5Y Return (annualized) | +12.58% | - |
| Volatility (annualized) | 14.8% | 14.5%Best |
| Max Drawdown | -34.3% | -24.5%Best |
| $10,000 over 12.2 years | $41,670Best | $9,891 |
| Fund Family | Vanguard (US) | WBI Investments |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Blend |
| Inception | Sep 7, 2010 | Aug 25, 2014 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown, and the $10,000 over 12.2 years row, are measured over the window both funds cover: Aug 27, 2014 to Oct 22, 2026 (12.2 years).
VOO 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 12.2 years both funds cover.
VOO vs WBIE Performance
Vanguard S&P 500 ETF (VOO) is an ETF from Vanguard (US) and WBI BullBear Rising Income 3000 ETF (WBIE) is an ETF from WBI Investments. Over the past year VOO returned +15.70% while WBIE returned -2.70%. Year to date, VOO is up 12.75% versus a loss of 2.70% for WBIE.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
VOO has been the more volatile fund, with annualized monthly volatility of 14.8% compared with 14.5% for WBIE. 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 -34.3% for VOO and -24.5% for WBIE. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.61. They move together some of the time, and apart the rest.
Fees and Cost Over Time
VOO charges 0.03% per year while WBIE charges 1.24%. On a $10,000 position that is $3 vs $124 annually, a gap of $121 per year that compounds over a long holding period. On income, VOO currently yields 1.06% against 0.02% for WBIE.
You are not choosing between two funds in isolation.
Whichever of VOO 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, VOO or WBIE?
VOO has an expense ratio of 0.03% while WBIE charges 1.24%. VOO is the cheaper option, by $121 a year on a $10,000 investment.
Which performed better, VOO or WBIE?
Over the past year VOO returned +15.70% vs -2.70% for WBIE, so VOO leads on 1-year performance. Over the longest common window we track (12 years), VOO annualized +12.41% vs -0.09% for WBIE. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, VOO or WBIE?
VOO has been the more volatile fund at 14.8% annualized versus 14.5% for WBIE. Worst drawdown: VOO -34.3% vs WBIE -24.5%.
Should I hold both VOO and WBIE?
VOO and WBIE have a monthly-return correlation of 0.61, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
Which pays a higher dividend, VOO or WBIE?
VOO yields 1.06% while WBIE yields 0.02%, so VOO currently pays the higher dividend yield.
Is WBIE better than VOO?
VOO has a lower expense ratio. VOO led over 1Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.