VDIG vs WBIG
Comparison between VANGUARD WELLINGTON DIVIDEND GROWTH ACTIVE ETF ETF SHARES (VDIG, ETF) and WBI BULLBEAR YIELD 3000 ETF (WBIG, ETF).
VDIG vs WBIG - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
VDIG
$28M
WBIG
$28M
Expense Ratio
Winner
VDIG
0.40%
WBIG
1.59%
Max Drawdown
Winner
VDIG
11.20%
WBIG
29.44%
Sharpe Ratio
VDIG
0.46
Winner
WBIG
1.45
5Y Beta
VDIG
0.65
Winner
WBIG
0.50
P/E Ratio
VDIG
26.16
Winner
WBIG
17.74
Forward P/E
VDIG
21.68
Winner
WBIG
14.58
PEG Ratio
VDIG
0.79
Winner
WBIG
0.14
5Y Dividends CAGR
VDIG
N/A
WBIG
-5.29%
5Y EPS CAGR
Winner
VDIG
16.30%
WBIG
12.30%
Debt to Equity
VDIG
-27.72%
Winner
WBIG
-133.29%
P/S Ratio
VDIG
3.41
Winner
WBIG
1.54
P/B Ratio
VDIG
6.23
Winner
WBIG
3.00
VDIG vs WBIG - Holdings Comparison
VDIG and WBIG have 5 common holdings. Overlap is 5.15%
VDIG's top 25 holdings weight is 85.71%. WBIG's top 25 holdings weight is 47.56%.
| Rank | VDIG | WBIG |
|---|---|---|
| #1 | BROADCOM INC (AVGO) - 5.67% | US BANK MMDA USBFS 2 (n/a) - 3.87% |
| #2 | MICROSOFT CORP (MSFT) - 5.12% | WISDOMTREE INTEREST RTHDGUS AGGT BD ETF (AGZD) - 2.62% |
| #3 | ELI LILLY AND CO (LLY) - 4.78% | ANGEL OAK HIGH YIELD OPPORTUNITIES ETF (AOHY) - 2.44% |
| #4 | MASTERCARD INC CLASS A (MA) - 4.36% | AMPHENOL CORP CLASS A (APH) - 2.12% |
| #5 | LINDE PLC (LIN) - 4.32% | ONEMAIN HOLDINGS INC (OMF) - 1.99% |
| #6 | NORTHROP GRUMMAN CORP (NOC) - 4.10% | KIMBERLY-CLARK CORP (KMB) - 1.97% |
| #7 | HONEYWELL INTERNATIONAL INC (HON) - 4.06% | PRUDENTIAL FINANCIAL INC (PRU) - 1.97% |
| #8 | TEXAS INSTRUMENTS INC (TXN) - 3.66% | T. ROWE PRICE GROUP INC (TROW) - 1.92% |
| #9 | TJX COMPANIES INC (TJX) - 3.60% | LENNOX INTERNATIONAL INC (LII) - 1.91% |
| #10 | THE HOME DEPOT INC (HD) - 3.30% | BALL CORP (BALL) - 1.84% |
| #11 | VISA INC CLASS A (V) - 3.26% | EVERSOURCE ENERGY (ES) - 1.81% |
| #12 | WELLS FARGO & CO (WFC) - 3.26% | n/a (MKC) - 1.79% |
| #13 | CHUBB LTD (CB) - 3.24% | INTERACTIVE BROKERS GROUP INC CLASS A (IBKR) - 1.79% |
| #14 | PROCTER & GAMBLE CO (PG) - 3.19% | AMERICAN EXPRESS CO (AXP) - 1.77% |
| #15 | S&P GLOBAL INC (SPGI) - 3.16% | ALTRIA GROUP INC (MO) - 1.73% |
| #16 | STRYKER CORP (SYK) - 3.12% | MCKESSON CORP (MCK) - 1.68% |
| #17 | APPLE INC (AAPL) - 3.08% | SMITHFIELD FOODS INC (SFD) - 1.66% |
| #18 | DANAHER CORP (DHR) - 3.05% | TCW SENIOR LOAN ETF (SLNZ) - 1.66% |
| #19 | COCA-COLA CO (KO) - 2.80% | YUM CHINA HOLDINGS INC (YUMC) - 1.63% |
| #20 | MARSH (MRSH) - 2.68% | FRANKLIN RESOURCES INC (BEN) - 1.62% |
| #21 | BLACKROCK INC (BLK) - 2.58% | PIPER SANDLER COS (PIPR) - 1.61% |
| #22 | NIKE INC CLASS B (NKE) - 2.45% | n/a (TAP) - 1.60% |
| #23 | AMERICAN EXPRESS CO (AXP) - 2.39% | VERIZON COMMUNICATIONS INC (VZ) - 1.60% |
| #24 | MCDONALD'S CORP (MCD) - 2.27% | EATON VANCE SHORT DURATION INCOME ETF (EVSD) - 1.48% |
| #25 | ALPHABET INC CLASS A (GOOGL) - 2.21% | ASTERA LABS INC (ALAB) - 1.48% |
| Total Holdings | 36 | 84 |
VDIG vs WBIG - Historical Returns
Returns include dividend reinvestment.
1M
VDIG
+0.99%
Winner
WBIG
+1.03%
3M
VDIG
+4.18%
Winner
WBIG
+6.97%
6M
VDIG
+1.81%
Winner
WBIG
+8.93%
1Y
VDIG
N/A
WBIG
+19.53%
5Y(CAGR)
VDIG
N/A
WBIG
+1.79%
10Y(CAGR)
VDIG
N/A
WBIG
+4.19%
Max(CAGR)
Winner
VDIG
+8.50%
WBIG
+1.83%
VDIG vs WBIG - Annual Returns (2014 - 2026)
Returns include dividend reinvestment.
| Year | VDIG | WBIG |
|---|---|---|
| 2026 | +2.23% | +10.89% |
| 2025 | +3.68% | -0.76% |
| 2024 | N/A | +5.85% |
| 2023 | N/A | -1.61% |
| 2022 | N/A | -8.62% |
| 2021 | N/A | +17.62% |
| 2020 | N/A | -3.62% |
| 2019 | N/A | +6.72% |
| 2018 | N/A | -8.75% |
| 2017 | N/A | +24.97% |
| 2016 | N/A | -1.37% |
| 2015 | N/A | -10.24% |
| 2014 | N/A | -2.01% |
VDIG vs WBIG Drawdown Comparison
The maximum drawdown for VDIG was -11.20%, occurring on Mar 27, 2026. Recovery took 118 trading sessions.
The maximum drawdown for WBIG was -25.32%, occurring on Apr 21, 2025. This drawdown has not yet recovered.
The current VDIG drawdown is -1.72%. The current WBIG drawdown is -2.39%.
| Rank | VDIG | WBIG |
|---|---|---|
| #1 | -11.20% Jan 9, 2026 - Jul 1, 2026 | -25.32% Mar 25, 2022 - Apr 21, 2025 |
| #2 | -1.72% Jul 6, 2026 - Jul 21, 2026 | -23.84% May 15, 2015 - Oct 24, 2017 |
| #3 | -1.36% Dec 24, 2025 - Jan 6, 2026 | -19.61% Jan 26, 2018 - May 6, 2021 |
| #4 | -1.35% Nov 28, 2025 - Dec 11, 2025 | -7.06% Jan 14, 2022 - Mar 24, 2022 |
| #5 | -1.16% Dec 11, 2025 - Dec 24, 2025 | -6.68% Aug 10, 2021 - Jan 4, 2022 |
| #6 | -0.62% Nov 19, 2025 - Nov 21, 2025 | -5.47% Sep 8, 2014 - Apr 27, 2015 |
| #7 | -0.49% Jan 6, 2026 - Jan 8, 2026 | -4.35% Jun 8, 2021 - Aug 3, 2021 |
| #8 | N/A | -3.01% May 10, 2021 - Jun 4, 2021 |
| #9 | N/A | -2.35% May 4, 2015 - May 14, 2015 |
| #10 | N/A | -2.07% Oct 27, 2017 - Nov 28, 2017 |
| #11 | N/A | -1.20% Apr 27, 2015 - May 1, 2015 |
| #12 | N/A | -0.91% Dec 12, 2017 - Dec 15, 2017 |
| #13 | N/A | -0.84% Jan 4, 2022 - Jan 6, 2022 |
| #14 | N/A | -0.68% Oct 24, 2017 - Oct 26, 2017 |
| #15 | N/A | -0.56% Dec 4, 2017 - Dec 7, 2017 |
Correlation
Correlation between VDIG and WBIG is 0.57 which considered as a moderate positive correlation - the stocks show some tendency to move together.
0.57
-101
Dividend Comparison (2014 - 2026)
VDIG vs WBIG dividend yield comparison.
| Year | VDIG | WBIG |
|---|---|---|
| 2026 | 0.00% | 0.53% |
| 2025 | 0.13% | 1.74% |
| 2024 | 0.00% | 2.05% |
| 2023 | 0.00% | 1.74% |
| 2022 | 0.00% | 1.30% |
| 2021 | 0.00% | 2.94% |
| 2020 | 0.00% | 0.90% |
| 2019 | 0.00% | 1.87% |
| 2018 | 0.00% | 1.20% |
| 2017 | 0.00% | 1.27% |
| 2016 | 0.00% | 0.96% |
| 2015 | 0.00% | 1.41% |
| 2014 | 0.00% | 0.10% |
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