VYM vs WBIL
Vanguard High Dividend Yield ETF vs WBI BullBear Quality 3000 ETF
Quick Verdict
VYM has a lower expense ratio. WBIL delivered stronger 1-year returns. VYM offers more diversification with 613 holdings.
Side-by-Side Comparison
| Metric | VYM | WBIL | Winner |
|---|---|---|---|
| Expense Ratio | 0.04% | 1.55% | |
| AUM | $81.6B | $31M | |
| Dividend Yield | 2.24% | 0.04% | |
| Holdings | 613 | 63 | |
| YTD Return | +14.87% | +15.31% | |
| 1Y Return | +21.39% | +23.63% | |
| 3Y Return (annualized) | +18.69% | +9.98% | |
| 5Y Return (annualized) | +11.98% | +5.54% | |
| Volatility (annualized) | 14.5% | 11.9% | |
| Max Drawdown | -58.8% | -25.3% | |
| Fund Family | Vanguard (US) | WBI Investments | |
| Category | Equity | Equity | |
| Inception | Nov 10, 2006 | Aug 25, 2014 |
VYM vs WBIL Performance
Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US) and WBI BullBear Quality 3000 ETF (WBIL) is a ETF from WBI Investments. Over the past year VYM returned +21.39% while WBIL returned +23.63%. Year to date, VYM is up 14.87% versus a gain of 15.31% for WBIL.
Over three years, VYM compounded at +18.69% per year against +9.98% for WBIL; over five years the annualized figures are +11.98% and +5.54% respectively. Across the full 12-year window we track, VYM has the edge at +7.00% annualized vs +4.67%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
VYM has been the more volatile fund, with annualized monthly volatility of 14.5% 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 -58.8% for VYM and -25.3% for WBIL. 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 0.71. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
VYM charges 0.04% per year while WBIL charges 1.55%. On a $10,000 position that is $4 vs $155 annually, a gap of $151 per year that compounds over a long holding period. On income, VYM currently yields 2.24% against 0.04% for WBIL.
Holdings Overlap
VYM and WBIL share 29 holdings out of 634 unique holdings combined, representing a 13.6% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, VYM or WBIL?
VYM has an expense ratio of 0.04% while WBIL charges 1.55%. VYM is the cheaper option. On a $10,000 investment, that is $151 per year of difference.
Which performed better, VYM or WBIL?
Over the past year VYM returned +21.39% vs +23.63% for WBIL, so WBIL leads on 1-year performance. Over the longest common window we track (12 years), VYM annualized +7.00% vs +4.67% for WBIL. Past performance does not guarantee future results.
Which is riskier, VYM or WBIL?
VYM has been the more volatile fund at 14.5% annualized versus 11.9% for WBIL. Worst drawdown: VYM -58.8% vs WBIL -25.3%.
Should I hold both VYM and WBIL?
VYM and WBIL have a monthly-return correlation of 0.71, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between VYM and WBIL?
VYM and WBIL share 29 common holdings with a 13.6% weight overlap. Combined, they hold 634 unique securities.
Which pays a higher dividend, VYM or WBIL?
VYM yields 2.24% while WBIL yields 0.04%, so VYM currently pays the higher dividend yield.
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