VXUS vs WBIG
Vanguard Total International Stock ETF vs WBI BullBear Yield 3000 ETF
Which is better, VXUS or WBIG?
Large Cap Blend against Large Cap Value.
VXUS has a lower expense ratio. VXUS led over 1Y, 3Y, 5Y 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 | VXUS | WBIG |
|---|---|---|
| Expense Ratio | 0.05%Best | 1.59% |
| AUM | $158.1B | $33M |
| Dividend Yield | 2.51% | 0.94% |
| Holdings | 8,747 | 81 |
| YTD Return | +12.88%Best | +10.78% |
| 1Y Return | +19.97%Best | +12.58% |
| 3Y Return (annualized) | +20.14%Best | +6.90% |
| 5Y Return (annualized) | +8.87%Best | +1.60% |
| Volatility (annualized) | 14.8% | 11.3%Best |
| Max Drawdown | -39.9% | -25.3%Best |
| $10,000 over 5 years | $15,295Best | $10,826 |
| Fund Family | Vanguard (US) | WBI Investments |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Value |
| Inception | Jan 26, 2011 | Aug 25, 2014 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown are measured over the window both funds cover: Aug 27, 2014 to Sep 23, 2026 (12.1 years).
VXUS 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.
VXUS vs WBIG Performance
Vanguard Total International Stock ETF (VXUS) is an ETF from Vanguard (US) and WBI BullBear Yield 3000 ETF (WBIG) is an ETF from WBI Investments. Over the past year VXUS returned +19.97% while WBIG returned +12.58%. Year to date, VXUS is up 12.88% versus a gain of 10.78% for WBIG.
Over three years, VXUS compounded at +20.14% per year against +6.90% for WBIG; over five years the annualized figures are +8.87% and +1.60% respectively. Across the full 12-year window we track, VXUS has the edge at +5.33% annualized vs +1.13%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
VXUS 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 -39.9% for VXUS 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 0.63. They move together some of the time, and apart the rest.
Fees and Cost Over Time
VXUS charges 0.05% per year while WBIG charges 1.59%. On a $10,000 position that is $5 vs $159 annually, a gap of $154 per year that compounds over a long holding period. On income, VXUS currently yields 2.51% against 0.94% for WBIG.
Holdings Overlap
At least 1.5% of WBIG's money is in holdings VXUS also owns.
Stated as a floor: for VXUS, our book for it covers 88.8% of that fund, so a holding it does not list is one we cannot count as shared. The real figure is this or higher.
WBIG and VXUS share little of their money.
1 positions in common, counted across the 8,082 positions we hold weights for in VXUS and 78 in WBIG, against full books of 8,747 and 81.
Top Shared Holdings
| Stock | Weight in VXUS | Weight in WBIG | Difference |
|---|---|---|---|
| 9987:CNYum China Holdings Inc | 0.03% | 1.52% | 1.49% |
You are not choosing between two funds in isolation.
Whichever of VXUS and WBIG 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, VXUS or WBIG?
VXUS has an expense ratio of 0.05% while WBIG charges 1.59%. VXUS is the cheaper option, by $154 a year on a $10,000 investment.
Which performed better, VXUS or WBIG?
Over the past year VXUS returned +19.97% vs +12.58% for WBIG, so VXUS leads on 1-year performance. Over the longest common window we track (12 years), VXUS annualized +5.33% vs +1.13% for WBIG. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, VXUS or WBIG?
VXUS has been the more volatile fund at 14.8% annualized versus 11.3% for WBIG. Worst drawdown: VXUS -39.9% vs WBIG -25.3%.
Should I hold both VXUS and WBIG?
VXUS and WBIG have a monthly-return correlation of 0.63, 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 VXUS and WBIG?
At least 1.5% of WBIG's money is in holdings VXUS also owns. Our book for VXUS is partial, so the real figure is this or higher. They hold 1 positions in common, counted across the 8,082 positions we hold weights for in VXUS and 78 in WBIG.
Which pays a higher dividend, VXUS or WBIG?
VXUS yields 2.51% while WBIG yields 0.94%, so VXUS currently pays the higher dividend yield.
Is WBIG better than VXUS?
VXUS has a lower expense ratio. VXUS led over 1Y, 3Y, 5Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.