VOO vs WBIL
Vanguard S&P 500 ETF vs WBI BullBear Quality 3000 ETF
Which is better, VOO or WBIL?
VOO has been ahead.
VOO has a lower expense ratio. VOO led over 1Y, 3Y, 5Y and the full window. WBIL is less concentrated, with 21.6% 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 | WBIL |
|---|---|---|
| Expense Ratio | 0.03%Best | 1.55% |
| AUM | $997.4B | $30M |
| Dividend Yield | 1.04% | 0.04% |
| Holdings | 509 | 63 |
| YTD Return | +13.31% | +14.59%Best |
| 1Y Return | +17.07%Best | +16.30% |
| 3Y Return (annualized) | +22.72%Best | +11.24% |
| 5Y Return (annualized) | +13.19%Best | +6.39% |
| Volatility (annualized) | 14.8% | 11.9%Best |
| Max Drawdown | -34.3% | -25.3%Best |
| $10,000 over 5 years | $18,580Best | $13,630 |
| Top 10 Weight | 37.6% | 21.6%Best |
| Fund Family | Vanguard (US) | WBI Investments |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Blend |
| Inception | Sep 7, 2010 | Aug 25, 2014 |
Volatility and max drawdown are measured over the window both funds cover: Aug 27, 2014 to Sep 23, 2026 (12.1 years).
VOO vs WBIL 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 WBIL Performance
Vanguard S&P 500 ETF (VOO) is an ETF from Vanguard (US) and WBI BullBear Quality 3000 ETF (WBIL) is an ETF from WBI Investments. Over the past year VOO returned +17.07% while WBIL returned +16.30%. Year to date, VOO is up 13.31% versus a gain of 14.59% for WBIL.
Over three years, VOO compounded at +22.72% per year against +11.24% for WBIL; over five years the annualized figures are +13.19% and +6.39% respectively. Across the full 12-year window we track, VOO has the edge at +12.54% annualized vs +4.59%.
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 11.9% 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 what each fund did in the worst stretch of the window measured above.
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 1.04% against 0.04% for WBIL.
Holdings Overlap
16.2% of VOO's money is in holdings WBIL also owns. 76.4% of WBIL's money is in holdings VOO also owns.
Most of WBIL is already inside VOO. Owning both mostly buys the same companies twice.
57 positions in common, counted across the 494 positions we hold weights for in VOO and 69 in WBIL, against full books of 509 and 63.
What only one of them owns
Our book lists 10 positions for WBIL that do not appear in our book for VOO (17.4% of the fund), and 430 for VOO that do not appear in WBIL (83.0%).
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 WBIL | Difference |
|---|---|---|---|
| AVGOBroadcom Inc | 2.86% | 1.62% | 1.24% |
| MUMicron Technology, Inc. | 1.44% | 2.03% | 0.59% |
| DELLDell Technologies Inc | 0.18% | 2.24% | 2.06% |
| VEEVVeeva Systems Inc | 0.05% | 2.23% | 2.18% |
| APHAmphenol Corp. Class A | 0.31% | 1.93% | 1.62% |
| GEGeneral Electric Co. | 0.58% | 1.64% | 1.06% |
| LLYEli Lilly & Co. | 1.41% | 0.78% | 0.63% |
| KOCoca Cola Co. | 0.53% | 1.66% | 1.13% |
| RTXRaytheon Co. | 0.45% | 1.74% | 1.29% |
| ANETArista Networks Inc Common Stock | 0.29% | 1.88% | 1.59% |
76.4% of WBIL 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 WBIL?
VOO has an expense ratio of 0.03% while WBIL charges 1.55%. VOO is the cheaper option, by $152 a year on a $10,000 investment.
Which performed better, VOO or WBIL?
Over the past year VOO returned +17.07% vs +16.30% for WBIL, so VOO leads on 1-year performance. Over the longest common window we track (12 years), VOO annualized +12.54% vs +4.59% for WBIL. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, VOO or WBIL?
VOO has been the more volatile fund at 14.8% annualized versus 11.9% 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 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 WBIL?
76.4% of WBIL's money is in holdings VOO also owns. 76.4% of WBIL's is in holdings VOO also owns. They hold 57 positions in common, counted across the 494 positions we hold weights for in VOO and 69 in WBIL.
Which pays a higher dividend, VOO or WBIL?
VOO yields 1.04% while WBIL yields 0.04%, so VOO currently pays the higher dividend yield.
Is WBIL better than VOO?
VOO has a lower expense ratio. VOO led over 1Y, 3Y, 5Y and the full window. WBIL is less concentrated, with 21.6% 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.