VYM vs WBIE
Vanguard High Dividend Yield ETF vs WBI BullBear Rising Income 3000 ETF
Which is better, VYM or WBIE?
Large Cap Value against Large Cap Blend.
VYM has a lower expense ratio. VYM 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 | VYM | WBIE |
|---|---|---|
| Expense Ratio | 0.04%Best | 1.24% |
| AUM | $78.9B | $5M |
| Dividend Yield | 2.37% | 0.02% |
| Holdings | 608 | 35 |
| YTD Return | +13.51%Best | -0.17% |
| 1Y Return | +17.32%Best | -0.17% |
| 3Y Return (annualized) | +20.45% | - |
| 5Y Return (annualized) | +11.46% | - |
| Volatility (annualized) | 13.8%Best | 14.1% |
| Max Drawdown | -35.7% | -23.1%Best |
| $10,000 over 12.2 years | $28,360Best | $10,147 |
| Fund Family | Vanguard (US) | WBI Investments |
| Category | Equity | Equity |
| Style | Large Cap Value | Large Cap Blend |
| Inception | Nov 10, 2006 | 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 21, 2026 (12.2 years).
VYM 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.
VYM vs WBIE Performance
Vanguard High Dividend Yield ETF (VYM) is an ETF from Vanguard (US) and WBI BullBear Rising Income 3000 ETF (WBIE) is an ETF from WBI Investments. Over the past year VYM returned +17.32% while WBIE returned -0.17%. Year to date, VYM is up 13.51% versus a loss of 0.17% for WBIE.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
WBIE has been the more volatile fund, with annualized monthly volatility of 14.1% compared with 13.8% for VYM. 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 -35.7% for VYM and -23.1% 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 0.54. They move together some of the time, and apart the rest.
Fees and Cost Over Time
VYM charges 0.04% per year while WBIE charges 1.24%. On a $10,000 position that is $4 vs $124 annually, a gap of $120 per year that compounds over a long holding period. On income, VYM currently yields 2.37% against 0.02% for WBIE.
You are not choosing between two funds in isolation.
Whichever of VYM 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, VYM or WBIE?
VYM has an expense ratio of 0.04% while WBIE charges 1.24%. VYM is the cheaper option, by $120 a year on a $10,000 investment.
Which performed better, VYM or WBIE?
Over the past year VYM returned +17.32% vs -0.17% for WBIE, so VYM leads on 1-year performance. Over the longest common window we track (12 years), VYM annualized +8.92% vs +0.12% for WBIE. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, VYM or WBIE?
WBIE has been the more volatile fund at 14.1% annualized versus 13.8% for VYM. Worst drawdown: VYM -35.7% vs WBIE -23.1%.
Should I hold both VYM and WBIE?
VYM and WBIE have a monthly-return correlation of 0.54, 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, VYM or WBIE?
VYM yields 2.37% while WBIE yields 0.02%, so VYM currently pays the higher dividend yield.
Is WBIE better than VYM?
VYM has a lower expense ratio. VYM 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.