VOO vs WBIG
Vanguard S&P 500 ETF vs WBI BullBear Yield 3000 ETF
Which is better, VOO or WBIG?
Large Cap Blend against Large Cap Value.
VOO has a lower expense ratio. VOO led over 1Y, 3Y, 5Y and the full window. WBIG is less concentrated, with 19.4% of the fund in its ten largest positions against 37.6%.
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 | WBIG |
|---|---|---|
| Expense Ratio | 0.03%Best | 1.59% |
| AUM | $997.4B | $33M |
| Dividend Yield | 1.04% | 0.94% |
| Holdings | 509 | 81 |
| YTD Return | +14.14%Best | +11.52% |
| 1Y Return | +17.31%Best | +14.30% |
| 3Y Return (annualized) | +23.04%Best | +7.14% |
| 5Y Return (annualized) | +13.63%Best | +1.89% |
| Volatility (annualized) | 14.8% | 11.3%Best |
| Max Drawdown | -34.3% | -25.3%Best |
| $10,000 over 5 years | $18,944Best | $10,981 |
| Top 10 Weight | 37.6% | 19.4%Best |
| Fund Family | Vanguard (US) | WBI Investments |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Value |
| Inception | Sep 7, 2010 | Aug 25, 2014 |
Volatility and max drawdown are measured over the window both funds cover: Aug 27, 2014 to Sep 22, 2026 (12.1 years).
VOO 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 12.1 years both funds cover.
VOO vs WBIG Performance
Vanguard S&P 500 ETF (VOO) is an ETF from Vanguard (US) and WBI BullBear Yield 3000 ETF (WBIG) is an ETF from WBI Investments. Over the past year VOO returned +17.31% while WBIG returned +14.30%. Year to date, VOO is up 14.14% versus a gain of 11.52% for WBIG.
Over three years, VOO compounded at +23.04% per year against +7.14% for WBIG; over five years the annualized figures are +13.63% and +1.89% respectively. Across the full 12-year window we track, VOO has the edge at +12.61% annualized vs +1.19%.
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 11.3% 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 -34.3% for VOO and -25.3% 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 0.75. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
VOO charges 0.03% per year while WBIG charges 1.59%. On a $10,000 position that is $3 vs $159 annually, a gap of $156 per year that compounds over a long holding period. On income, VOO currently yields 1.04% against 0.94% for WBIG.
Holdings Overlap
5.1% of VOO's money is in holdings WBIG also owns. 55.6% of WBIG's money is in holdings VOO also owns.
The two portfolios partly overlap.
48 positions in common, counted across the 494 positions we hold weights for in VOO and 78 in WBIG, against full books of 509 and 81.
What only one of them owns
Our book lists 24 positions for WBIG that do not appear in our book for VOO (33.0% of the fund), and 439 for VOO that do not appear in WBIG (94.0%).
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
| Stock | Weight in VOO | Weight in WBIG | Difference |
|---|---|---|---|
| TBBAt&t Inc | 0.25% | 1.75% | 1.50% |
| UPSUnited Parcel Service, Inc | 0.12% | 1.83% | 1.71% |
| OKEOneok Inc. | 0.09% | 1.78% | 1.69% |
| ORCLOracle Corp - Common | 0.34% | 1.52% | 1.18% |
| HPQHp Inc. | 0.04% | 1.82% | 1.78% |
| KMBKimberly-Clark Corp. | 0.06% | 1.79% | 1.73% |
| GISGeneral Mills In | 0.03% | 1.81% | 1.78% |
| FISFidelity National Information Srvcs Inc | 0.04% | 1.75% | 1.71% |
| LMTLockheed Martin Corp | 0.18% | 1.57% | 1.39% |
| BBYBest Buy Co. Inc. | 0.03% | 1.72% | 1.69% |
55.6% of WBIG is already inside VOO.
You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, VOO or WBIG?
VOO has an expense ratio of 0.03% while WBIG charges 1.59%. VOO is the cheaper option, by $156 a year on a $10,000 investment.
Which performed better, VOO or WBIG?
Over the past year VOO returned +17.31% vs +14.30% for WBIG, so VOO leads on 1-year performance. Over the longest common window we track (12 years), VOO annualized +12.61% vs +1.19% for WBIG. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, VOO or WBIG?
VOO has been the more volatile fund at 14.8% annualized versus 11.3% for WBIG. Worst drawdown: VOO -34.3% vs WBIG -25.3%.
Should I hold both VOO and WBIG?
VOO and WBIG have a monthly-return correlation of 0.75, 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 VOO and WBIG?
55.6% of WBIG's money is in holdings VOO also owns. 55.6% of WBIG's is in holdings VOO also owns. They hold 48 positions in common, counted across the 494 positions we hold weights for in VOO and 78 in WBIG.
Which pays a higher dividend, VOO or WBIG?
VOO yields 1.04% while WBIG yields 0.94%, so VOO currently pays the higher dividend yield.
Is WBIG better than VOO?
VOO has a lower expense ratio. VOO led over 1Y, 3Y, 5Y and the full window. WBIG is less concentrated, with 19.4% of the fund in its ten largest positions against 37.6%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.