VYM vs WBIG
Vanguard High Dividend Yield ETF vs WBI BullBear Yield 3000 ETF
Which is better, VYM or WBIG?
VYM has been ahead.
VYM has a lower expense ratio. VYM led over 1Y, 3Y, 5Y and the full window. WBIG is less concentrated, with 19.4% of the fund in its ten largest positions against 26.1%.
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 | WBIG |
|---|---|---|
| Expense Ratio | 0.04%Best | 1.59% |
| AUM | $81.6B | $33M |
| Dividend Yield | 2.22% | 0.94% |
| Holdings | 613 | 81 |
| YTD Return | +10.96% | +11.52%Best |
| 1Y Return | +15.42%Best | +14.30% |
| 3Y Return (annualized) | +17.78%Best | +7.14% |
| 5Y Return (annualized) | +12.05%Best | +1.89% |
| Volatility (annualized) | 13.8% | 11.3%Best |
| Max Drawdown | -35.7% | -25.3%Best |
| $10,000 over 5 years | $17,663Best | $10,981 |
| Top 10 Weight | 26.1% | 19.4%Best |
| Fund Family | Vanguard (US) | WBI Investments |
| Category | Equity | Equity |
| Style | Large Cap Value | Large Cap Value |
| Inception | Nov 10, 2006 | Aug 25, 2014 |
Volatility and max drawdown are measured over the window both funds cover: Aug 27, 2014 to Sep 22, 2026 (12.1 years).
VYM 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.
VYM vs WBIG Performance
Vanguard High Dividend Yield ETF (VYM) is an ETF from Vanguard (US) and WBI BullBear Yield 3000 ETF (WBIG) is an ETF from WBI Investments. Over the past year VYM returned +15.42% while WBIG returned +14.30%. Year to date, VYM is up 10.96% versus a gain of 11.52% for WBIG.
Over three years, VYM compounded at +17.78% per year against +7.14% for WBIG; over five years the annualized figures are +12.05% and +1.89% respectively. Across the full 12-year window we track, VYM has the edge at +8.77% annualized vs +1.19%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
VYM has been the more volatile fund, with annualized monthly volatility of 13.8% 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 -35.7% for VYM 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 0.78. 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 2.22% against 0.94% for WBIG.
Holdings Overlap
10.6% of VYM's money is in holdings WBIG also owns. 50.8% of WBIG's money is in holdings VYM also owns.
The two portfolios partly overlap.
42 positions in common, counted across the 557 positions we hold weights for in VYM and 78 in WBIG, against full books of 613 and 81.
What only one of them owns
Our book lists 30 positions for WBIG that do not appear in our book for VYM (37.9% of the fund), and 486 for VYM that do not appear in WBIG (86.5%).
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 VYM | Weight in WBIG | Difference |
|---|---|---|---|
| ORCLOracle Corp - Common | 0.90% | 1.52% | 0.62% |
| TBBAt&t Inc | 0.64% | 1.75% | 1.11% |
| CVXChevron Corp | 1.48% | 0.83% | 0.65% |
| UPSUnited Parcel Service, Inc | 0.32% | 1.83% | 1.51% |
| LMTLockheed Martin Corp | 0.48% | 1.57% | 1.09% |
| COFCapital One Financial Corp. | 0.53% | 1.49% | 0.96% |
| OKEOneok Inc. | 0.23% | 1.78% | 1.55% |
| KMBKimberly-Clark Corp. | 0.15% | 1.79% | 1.64% |
| HPQHp Inc. | 0.10% | 1.82% | 1.72% |
| GISGeneral Mills In | 0.08% | 1.81% | 1.73% |
50.8% of WBIG is already inside VYM.
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, VYM or WBIG?
VYM has an expense ratio of 0.04% while WBIG charges 1.59%. VYM is the cheaper option, by $155 a year on a $10,000 investment.
Which performed better, VYM or WBIG?
Over the past year VYM returned +15.42% vs +14.30% for WBIG, so VYM leads on 1-year performance. Over the longest common window we track (12 years), VYM annualized +8.77% vs +1.19% for WBIG. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, VYM or WBIG?
VYM has been the more volatile fund at 13.8% annualized versus 11.3% for WBIG. Worst drawdown: VYM -35.7% vs WBIG -25.3%.
Should I hold both VYM and WBIG?
VYM and WBIG have a monthly-return correlation of 0.78, 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 VYM and WBIG?
50.8% of WBIG's money is in holdings VYM also owns. 50.8% of WBIG's is in holdings VYM also owns. They hold 42 positions in common, counted across the 557 positions we hold weights for in VYM and 78 in WBIG.
Which pays a higher dividend, VYM or WBIG?
VYM yields 2.22% while WBIG yields 0.94%, so VYM currently pays the higher dividend yield.
Is WBIG better than VYM?
VYM has a lower expense ratio. VYM led over 1Y, 3Y, 5Y and the full window. WBIG is less concentrated, with 19.4% of the fund in its ten largest positions against 26.1%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.