VOO vs WBIL
Vanguard S&P 500 ETF vs WBI BullBear Quality 3000 ETF
Quick Verdict
VOO has a lower expense ratio. WBIL delivered stronger 1-year returns. VOO offers more diversification with 509 holdings.
Side-by-Side Comparison
| Metric | VOO | WBIL | Winner |
|---|---|---|---|
| Expense Ratio | 0.03% | 1.55% | |
| AUM | $997.4B | $31M | |
| Dividend Yield | 1.08% | 0.04% | |
| Holdings | 509 | 63 | |
| YTD Return | +14.48% | +19.74% | |
| 1Y Return | +22.02% | +27.21% | |
| 3Y Return (annualized) | +21.80% | +12.11% | |
| 5Y Return (annualized) | +13.36% | +6.46% | |
| Volatility (annualized) | 14.2% | 12.0% | |
| Max Drawdown | -34.3% | -25.3% | |
| Fund Family | Vanguard (US) | WBI Investments | |
| Category | Equity | Equity | |
| Inception | Sep 7, 2010 | Aug 25, 2014 |
VOO vs WBIL Performance
Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US) and WBI BullBear Quality 3000 ETF (WBIL) is a ETF from WBI Investments. Over the past year VOO returned +22.02% while WBIL returned +27.21%. Year to date, VOO is up 14.48% versus a gain of 19.74% for WBIL.
Over three years, VOO compounded at +21.80% per year against +12.11% for WBIL; over five years the annualized figures are +13.36% and +6.46% respectively. Across the full 12-year window we track, VOO has the edge at +13.61% annualized vs +5.02%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
VOO has been the more volatile fund, with annualized monthly volatility of 14.2% compared with 12.0% for WBIL. 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 WBIL. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
The two funds' monthly returns correlate at 0.76. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
VOO charges 0.03% per year while WBIL charges 1.55%. On a $10,000 position that is $3 vs $155 annually, a gap of $152 per year that compounds over a long holding period. On income, VOO currently yields 1.08% against 0.04% for WBIL.
Holdings Overlap
VOO and WBIL share 52 holdings out of 515 unique holdings combined, representing a 14.3% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, VOO or WBIL?
VOO has an expense ratio of 0.03% while WBIL charges 1.55%. VOO is the cheaper option. On a $10,000 investment, that is $152 per year of difference.
Which performed better, VOO or WBIL?
Over the past year VOO returned +22.02% vs +27.21% for WBIL, so WBIL leads on 1-year performance. Over the longest common window we track (12 years), VOO annualized +13.61% vs +5.02% for WBIL. Past performance does not guarantee future results.
Which is riskier, VOO or WBIL?
VOO has been the more volatile fund at 14.2% annualized versus 12.0% for WBIL. Worst drawdown: VOO -34.3% vs WBIL -25.3%.
Should I hold both VOO and WBIL?
VOO and WBIL have a monthly-return correlation of 0.76, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between VOO and WBIL?
VOO and WBIL share 52 common holdings with a 14.3% weight overlap. Combined, they hold 515 unique securities.
Which pays a higher dividend, VOO or WBIL?
VOO yields 1.08% while WBIL yields 0.04%, so VOO currently pays the higher dividend yield.
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