TRBF vs VUSG
Comparison between ANGEL OAK TOTAL RETURN ETF (TRBF, ETF) and VANGUARD WELLINGTON U.S. GROWTH ACTIVE ETF ETF SHARES (VUSG, ETF).
TRBF vs VUSG - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
TRBF
$30M
Winner
VUSG
$30M
Expense Ratio
TRBF
0.44%
Winner
VUSG
0.35%
Max Drawdown
Winner
TRBF
3.65%
VUSG
15.14%
Sharpe Ratio
TRBF
-0.53
Winner
VUSG
0.47
5Y Beta
Winner
TRBF
0.10
VUSG
1.39
P/E Ratio
TRBF
N/A
VUSG
41.04
Forward P/E
TRBF
N/A
VUSG
26.01
5Y EPS CAGR
TRBF
N/A
VUSG
38.06%
P/S Ratio
TRBF
N/A
VUSG
5.45
P/B Ratio
TRBF
N/A
VUSG
9.78
TRBF vs VUSG - Holdings Comparison
TRBF and VUSG have 1 common holdings. Overlap is -27.46%
TRBF's top 25 holdings weight is 65.05%. VUSG's top 25 holdings weight is 90.56%.
| Rank | TRBF | VUSG |
|---|---|---|
| #1 | n/a (n/a) - 11.74% | NVIDIA CORP (NVDA) - 15.14% |
| #2 | FEDERAL NATIONAL MORTGAGE ASSOCIATION 2% (n/a) - 7.47% | MICROSOFT CORP (MSFT) - 11.56% |
| #3 | FIRST AMERICAN GOVERNMENT OBLIGS U (FGUXX) - 7.25% | APPLE INC (AAPL) - 8.46% |
| #4 | ISHARES IBOXX $ INVMT GRADE CORP BD ETF (LQD) - 4.46% | ALPHABET INC CLASS A (GOOGL) - 7.79% |
| #5 | FEDERAL HOME LOAN MORTGAGE CORP. 5% (n/a) - 3.30% | AMAZON.COM INC (AMZN) - 6.02% |
| #6 | WILLOW TREE CLO LLC 2024-1 5.88% (n/a) - 2.83% | BROADCOM INC (AVGO) - 4.67% |
| #7 | FNMA PASS-THRU I 3.5% (n/a) - 2.48% | MASTERCARD INC CLASS A (MA) - 3.74% |
| #8 | FEDERAL HOME LOAN MORTGAGE CORP. 2.5% (n/a) - 2.40% | ELI LILLY AND CO (LLY) - 3.08% |
| #9 | FEDERAL HOME LOAN MORTGAGE CORP. 3% (n/a) - 2.37% | ISHARES RUSSELL 1000 GROWTH ETF (IWF) - 2.86% |
| #10 | FEDERAL HOME LOAN MORTGAGE CORP. 5.5% (n/a) - 2.14% | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD ADR (TSM) - 2.64% |
| #11 | n/a (n/a) - 2.11% | META PLATFORMS INC CLASS A (META) - 2.63% |
| #12 | FEDERAL NATIONAL MORTGAGE ASSOCIATION 3% (n/a) - 1.71% | ASML HOLDING NV ADR (ASML) - 2.26% |
| #13 | FEDERAL HOME LOAN MORTGAGE CORP. 2% (n/a) - 1.70% | COHERENT CORP (COHR) - 2.10% |
| #14 | FEDERAL HOME LOAN MORTGAGE CORP. 6% (n/a) - 1.68% | WELLTOWER INC (WELL) - 1.93% |
| #15 | INVESCO SENIOR LOAN ETF (BKLN) - 1.49% | TESLA INC (TSLA) - 1.93% |
| #16 | n/a (n/a) - 1.42% | MERCADOLIBRE INC (MELI) - 1.91% |
| #17 | n/a (n/a) - 1.35% | SHOPIFY INC REGISTERED SHS -A- SUBORD VTG (SHOP) - 1.67% |
| #18 | n/a (n/a) - 1.25% | AIRBNB INC ORDINARY SHARES CLASS A (ABNB) - 1.55% |
| #19 | FNMA PASS-THRU I 3% (n/a) - 1.15% | WIX.COM LTD (WIX) - 1.39% |
| #20 | n/a (n/a) - 1.00% | AXON ENTERPRISE INC (AXON) - 1.33% |
| #21 | ACHD TRUST 2026-DS1 8.25% (n/a) - 0.86% | SAMSARA INC ORDINARY SHARES CLASS A (IOT) - 1.26% |
| #22 | n/a (n/a) - 0.74% | HA SUSTAINABLE INFRASTRUCTURE CAPITAL INC (HASI) - 1.21% |
| #23 | n/a (n/a) - 0.72% | NEXTPOWER INC CLASS A (NXT) - 1.19% |
| #24 | n/a (n/a) - 0.72% | UNITY SOFTWARE INC ORDINARY SHARES (U) - 1.16% |
| #25 | n/a (n/a) - 0.71% | ARGENX SE ADR (ARGX) - 1.08% |
| Total Holdings | 254 | 39 |
TRBF vs VUSG - Historical Returns
Returns include dividend reinvestment.
1M
TRBF
-0.26%
Winner
VUSG
-0.05%
3M
TRBF
-0.47%
Winner
VUSG
+2.77%
6M
TRBF
+0.18%
Winner
VUSG
+5.65%
Max(CAGR)
TRBF
+1.73%
Winner
VUSG
+11.67%
TRBF vs VUSG - Annual Returns (2025 - 2026)
Returns include dividend reinvestment.
| Year | TRBF | VUSG |
|---|---|---|
| 2026 | +0.61% | +4.36% |
| 2025 | +0.96% | +3.21% |
TRBF vs VUSG Drawdown Comparison
The maximum drawdown for TRBF was -2.59%, occurring on Mar 27, 2026. This drawdown has not yet recovered.
The maximum drawdown for VUSG was -15.14%, occurring on Mar 30, 2026. Recovery took 66 trading sessions.
The current TRBF drawdown is -1.61%. The current VUSG drawdown is -5.14%.
| Rank | TRBF | VUSG |
|---|---|---|
| #1 | -2.59% Feb 27, 2026 - Mar 27, 2026 | -15.14% Jan 12, 2026 - Apr 17, 2026 |
| #2 | -1.12% Oct 22, 2025 - Nov 26, 2025 | -8.16% Jun 1, 2026 - Jun 10, 2026 |
| #3 | -0.85% Nov 26, 2025 - Jan 12, 2026 | -4.94% Dec 10, 2025 - Jan 12, 2026 |
| #4 | -0.63% Jan 14, 2026 - Feb 6, 2026 | -3.01% May 14, 2026 - May 28, 2026 |
| #5 | -0.24% Feb 10, 2026 - Feb 12, 2026 | -2.07% Nov 19, 2025 - Nov 24, 2025 |
| #6 | -0.23% Oct 10, 2025 - Oct 14, 2025 | -1.50% Apr 22, 2026 - Apr 24, 2026 |
| #7 | -0.22% Oct 8, 2025 - Oct 10, 2025 | -1.14% Apr 27, 2026 - May 1, 2026 |
| #8 | -0.17% Jan 12, 2026 - Jan 14, 2026 | -0.90% Apr 17, 2026 - Apr 22, 2026 |
| #9 | -0.13% Feb 23, 2026 - Feb 25, 2026 | -0.63% May 8, 2026 - May 13, 2026 |
| #10 | -0.07% Feb 17, 2026 - Feb 20, 2026 | -0.54% Nov 28, 2025 - Dec 2, 2025 |
| #11 | -0.03% Oct 16, 2025 - Oct 20, 2025 | -0.21% May 1, 2026 - May 6, 2026 |
| #12 | N/A | -0.13% Dec 2, 2025 - Dec 4, 2025 |
| #13 | N/A | -0.01% May 6, 2026 - May 8, 2026 |
Correlation
Correlation between TRBF and VUSG is -0.05 which considered as a very weak or no correlation - the stocks move independently of each other.
-0.05
-101
Dividend Comparison (2025 - 2026)
TRBF vs VUSG dividend yield comparison.
| Year | TRBF | VUSG |
|---|---|---|
| 2026 | 2.42% | 0.00% |
| 2025 | 1.16% | 0.02% |
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