VYM vs WBIG
Vanguard High Dividend Yield ETF vs WBI BullBear Yield 3000 ETF
Quick Verdict
VYM has a lower expense ratio. VYM delivered stronger 1-year returns. VYM offers more diversification with 558 holdings.
Side-by-Side Comparison
| Metric | VYM | WBIG | Winner |
|---|---|---|---|
| Expense Ratio | 0.04% | 1.59% | |
| AUM | $79.0B | $30M | |
| Dividend Yield | 2.86% | 1.21% | |
| Holdings | 568 | 77 | |
| YTD Return | +16.16% | +14.36% | |
| 1Y Return | +26.05% | +22.70% | |
| 3Y Return (annualized) | +18.43% | +7.03% | |
| 5Y Return (annualized) | +12.21% | +1.51% | |
| Volatility (annualized) | 14.6% | 11.2% | |
| Max Drawdown | -58.8% | -25.3% | |
| Fund Family | Vanguard (US) | WBI Investments | |
| Category | Equity | Equity | |
| Inception | Nov 10, 2006 | Aug 25, 2014 |
VYM vs WBIG Performance
Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US) and WBI BullBear Yield 3000 ETF (WBIG) is a ETF from WBI Investments. Over the past year VYM returned +26.05% while WBIG returned +22.70%. Year to date, VYM is up 16.16% versus a gain of 14.36% for WBIG.
Over three years, VYM compounded at +18.43% per year against +7.03% for WBIG; over five years the annualized figures are +12.21% and +1.51% respectively. Across the full 12-year window we track, VYM has the edge at +7.09% annualized vs +1.41%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
VYM has been the more volatile fund, with annualized monthly volatility of 14.6% compared with 11.2% 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 -58.8% for VYM and -25.3% for WBIG. 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 0.78. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
VYM charges 0.04% per year while WBIG charges 1.59%. On a $10,000 position that is $4 vs $159 annually, a gap of $155 per year that compounds over a long holding period. On income, VYM currently yields 2.86% against 1.21% for WBIG.
Holdings Overlap
VYM and WBIG share 40 holdings out of 598 unique holdings combined, representing a 8.8% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, VYM or WBIG?
VYM has an expense ratio of 0.04% while WBIG charges 1.59%. VYM is the cheaper option. On a $10,000 investment, that is $155 per year of difference.
Which performed better, VYM or WBIG?
Over the past year VYM returned +26.05% vs +22.70% for WBIG, so VYM leads on 1-year performance. Over the longest common window we track (12 years), VYM annualized +7.09% vs +1.41% for WBIG. Past performance does not guarantee future results.
Which is riskier, VYM or WBIG?
VYM has been the more volatile fund at 14.6% annualized versus 11.2% for WBIG. Worst drawdown: VYM -58.8% vs WBIG -25.3%.
Should I hold both VYM and WBIG?
VYM and WBIG have a monthly-return correlation of 0.78, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between VYM and WBIG?
VYM and WBIG share 40 common holdings with a 8.8% weight overlap. Combined, they hold 598 unique securities.
Which pays a higher dividend, VYM or WBIG?
VYM yields 2.86% while WBIG yields 1.21%, so VYM currently pays the higher dividend yield.
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