WBIG vs. VOO
Compare and contrast key facts about WBI BullBear Yield 3000 ETF (WBIG) and Vanguard S&P 500 ETF (VOO).
WBIG and VOO are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. WBIG is an actively managed fund by WBI. It was launched on Aug 27, 2014. VOO is a passively managed fund by Vanguard that tracks the performance of the S&P 500 Index. It was launched on Sep 7, 2010.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: WBIG or VOO.
Correlation
The correlation between WBIG and VOO is 0.72, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
WBIG vs. VOO - Performance Comparison
Key characteristics
WBIG:
0.44
VOO:
1.88
WBIG:
0.66
VOO:
2.53
WBIG:
1.08
VOO:
1.35
WBIG:
0.27
VOO:
2.81
WBIG:
1.06
VOO:
11.78
WBIG:
4.21%
VOO:
2.02%
WBIG:
10.21%
VOO:
12.67%
WBIG:
-25.16%
VOO:
-33.99%
WBIG:
-11.04%
VOO:
0.00%
Returns By Period
In the year-to-date period, WBIG achieves a 1.17% return, which is significantly lower than VOO's 4.61% return. Over the past 10 years, WBIG has underperformed VOO with an annualized return of 1.27%, while VOO has yielded a comparatively higher 13.30% annualized return.
WBIG
1.17%
-0.47%
1.66%
4.57%
1.85%
1.27%
VOO
4.61%
2.59%
10.08%
25.10%
14.79%
13.30%
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WBIG vs. VOO - Expense Ratio Comparison
WBIG has a 1.14% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
WBIG vs. VOO — Risk-Adjusted Performance Rank
WBIG
VOO
WBIG vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for WBI BullBear Yield 3000 ETF (WBIG) and Vanguard S&P 500 ETF (VOO). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Dividends
WBIG vs. VOO - Dividend Comparison
WBIG's dividend yield for the trailing twelve months is around 2.58%, more than VOO's 1.19% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
WBIG WBI BullBear Yield 3000 ETF | 2.58% | 2.06% | 1.74% | 1.30% | 2.94% | 0.89% | 2.11% | 1.44% | 1.13% | 0.96% | 1.41% | 0.11% |
VOO Vanguard S&P 500 ETF | 1.19% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
WBIG vs. VOO - Drawdown Comparison
The maximum WBIG drawdown since its inception was -25.16%, smaller than the maximum VOO drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for WBIG and VOO. For additional features, visit the drawdowns tool.
Volatility
WBIG vs. VOO - Volatility Comparison
The current volatility for WBI BullBear Yield 3000 ETF (WBIG) is 2.45%, while Vanguard S&P 500 ETF (VOO) has a volatility of 3.01%. This indicates that WBIG experiences smaller price fluctuations and is considered to be less risky than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.