WBIG vs VDIG

Comparison between WBI BULLBEAR YIELD 3000 ETF (WBIG, ETF) and VANGUARD WELLINGTON DIVIDEND GROWTH ACTIVE ETF ETF SHARES (VDIG, ETF).

WBIG vs VDIG - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	WBIG(ETF)	VDIG(ETF)
Net Assets	$28M	$28M
Expense Ratio	1.59%	0.40%
Max Drawdown	29.44%	11.20%
Sharpe Ratio	1.45	0.46
5Y Beta	0.50	0.65
P/E Ratio	17.74	26.16
Forward P/E	14.58	21.68
PEG Ratio	0.14	0.79
5Y Dividends CAGR	-5.29%	N/A
5Y EPS CAGR	12.30%	16.30%
Debt to Equity	-133.29%	-27.72%
P/S Ratio	1.54	3.41
P/B Ratio	3.00	6.23

Net Assets

WBIG

$28M

VDIG

$28M

Expense Ratio

WBIG

1.59%

Winner

VDIG

0.40%

Max Drawdown

WBIG

29.44%

Winner

VDIG

11.20%

Sharpe Ratio

Winner

WBIG

1.45

VDIG

0.46

5Y Beta

Winner

WBIG

0.50

VDIG

0.65

P/E Ratio

Winner

WBIG

17.74

VDIG

26.16

Forward P/E

Winner

WBIG

14.58

VDIG

21.68

PEG Ratio

Winner

WBIG

0.14

VDIG

0.79

5Y Dividends CAGR

WBIG

-5.29%

VDIG

N/A

5Y EPS CAGR

WBIG

12.30%

Winner

VDIG

16.30%

Debt to Equity

Winner

WBIG

-133.29%

VDIG

-27.72%

P/S Ratio

Winner

WBIG

1.54

VDIG

3.41

P/B Ratio

Winner

WBIG

3.00

VDIG

6.23

WBIG vs VDIG - Holdings Comparison

WBIG and VDIG have 5 common holdings. Overlap is 5.15%

WBIG's top 25 holdings weight is 47.56%. VDIG's top 25 holdings weight is 85.71%.

Rank	WBIG	VDIG
#1	US BANK MMDA USBFS 2 (n/a) - 3.87%	BROADCOM INC (AVGO) - 5.67%
#2	WISDOMTREE INTEREST RTHDGUS AGGT BD ETF (AGZD) - 2.62%	MICROSOFT CORP (MSFT) - 5.12%
#3	ANGEL OAK HIGH YIELD OPPORTUNITIES ETF (AOHY) - 2.44%	ELI LILLY AND CO (LLY) - 4.78%
#4	AMPHENOL CORP CLASS A (APH) - 2.12%	MASTERCARD INC CLASS A (MA) - 4.36%
#5	ONEMAIN HOLDINGS INC (OMF) - 1.99%	LINDE PLC (LIN) - 4.32%
#6	KIMBERLY-CLARK CORP (KMB) - 1.97%	NORTHROP GRUMMAN CORP (NOC) - 4.10%
#7	PRUDENTIAL FINANCIAL INC (PRU) - 1.97%	HONEYWELL INTERNATIONAL INC (HON) - 4.06%
#8	T. ROWE PRICE GROUP INC (TROW) - 1.92%	TEXAS INSTRUMENTS INC (TXN) - 3.66%
#9	LENNOX INTERNATIONAL INC (LII) - 1.91%	TJX COMPANIES INC (TJX) - 3.60%
#10	BALL CORP (BALL) - 1.84%	THE HOME DEPOT INC (HD) - 3.30%
#11	EVERSOURCE ENERGY (ES) - 1.81%	VISA INC CLASS A (V) - 3.26%
#12	n/a (MKC) - 1.79%	WELLS FARGO & CO (WFC) - 3.26%
#13	INTERACTIVE BROKERS GROUP INC CLASS A (IBKR) - 1.79%	CHUBB LTD (CB) - 3.24%
#14	AMERICAN EXPRESS CO (AXP) - 1.77%	PROCTER & GAMBLE CO (PG) - 3.19%
#15	ALTRIA GROUP INC (MO) - 1.73%	S&P GLOBAL INC (SPGI) - 3.16%
#16	MCKESSON CORP (MCK) - 1.68%	STRYKER CORP (SYK) - 3.12%
#17	SMITHFIELD FOODS INC (SFD) - 1.66%	APPLE INC (AAPL) - 3.08%
#18	TCW SENIOR LOAN ETF (SLNZ) - 1.66%	DANAHER CORP (DHR) - 3.05%
#19	YUM CHINA HOLDINGS INC (YUMC) - 1.63%	COCA-COLA CO (KO) - 2.80%
#20	FRANKLIN RESOURCES INC (BEN) - 1.62%	MARSH (MRSH) - 2.68%
#21	PIPER SANDLER COS (PIPR) - 1.61%	BLACKROCK INC (BLK) - 2.58%
#22	n/a (TAP) - 1.60%	NIKE INC CLASS B (NKE) - 2.45%
#23	VERIZON COMMUNICATIONS INC (VZ) - 1.60%	AMERICAN EXPRESS CO (AXP) - 2.39%
#24	EATON VANCE SHORT DURATION INCOME ETF (EVSD) - 1.48%	MCDONALD'S CORP (MCD) - 2.27%
#25	ASTERA LABS INC (ALAB) - 1.48%	ALPHABET INC CLASS A (GOOGL) - 2.21%
Total Holdings	84	36

WBIG vs VDIG - Historical Returns

Returns include dividend reinvestment.

Period	WBIG	VDIG
1 month	+1.03%	+0.99%
3 months	+6.97%	+4.18%
6 months	+8.93%	+1.81%
1 year	+19.53%	N/A
5 years(CAGR)	+1.79%	N/A
10 years(CAGR)	+4.19%	N/A
Max(CAGR)	+1.83%	+8.50%

Winner

WBIG

+1.03%

VDIG

+0.99%

Winner

WBIG

+6.97%

VDIG

+4.18%

Winner

WBIG

+8.93%

VDIG

+1.81%

WBIG

+19.53%

VDIG

N/A

5Y(CAGR)

WBIG

+1.79%

VDIG

N/A

10Y(CAGR)

WBIG

+4.19%

VDIG

N/A

Max(CAGR)

WBIG

+1.83%

Winner

VDIG

+8.50%

WBIG vs VDIG - Annual Returns (2014 - 2026)

Returns include dividend reinvestment.

Year	WBIG	VDIG
2026	+10.89%	+2.23%
2025	-0.76%	+3.68%
2024	+5.85%	N/A
2023	-1.61%	N/A
2022	-8.62%	N/A
2021	+17.62%	N/A
2020	-3.62%	N/A
2019	+6.72%	N/A
2018	-8.75%	N/A
2017	+24.97%	N/A
2016	-1.37%	N/A
2015	-10.24%	N/A
2014	-2.01%	N/A

WBIG vs VDIG Drawdown Comparison

The maximum drawdown for WBIG was -25.32%, occurring on Apr 21, 2025. This drawdown has not yet recovered.

The maximum drawdown for VDIG was -11.20%, occurring on Mar 27, 2026. Recovery took 118 trading sessions.

The current WBIG drawdown is -2.39%. The current VDIG drawdown is -1.72%.

Rank	WBIG	VDIG
#1	-25.32% Mar 25, 2022 - Apr 21, 2025	-11.20% Jan 9, 2026 - Jul 1, 2026
#2	-23.84% May 15, 2015 - Oct 24, 2017	-1.72% Jul 6, 2026 - Jul 21, 2026
#3	-19.61% Jan 26, 2018 - May 6, 2021	-1.36% Dec 24, 2025 - Jan 6, 2026
#4	-7.06% Jan 14, 2022 - Mar 24, 2022	-1.35% Nov 28, 2025 - Dec 11, 2025
#5	-6.68% Aug 10, 2021 - Jan 4, 2022	-1.16% Dec 11, 2025 - Dec 24, 2025
#6	-5.47% Sep 8, 2014 - Apr 27, 2015	-0.62% Nov 19, 2025 - Nov 21, 2025
#7	-4.35% Jun 8, 2021 - Aug 3, 2021	-0.49% Jan 6, 2026 - Jan 8, 2026
#8	-3.01% May 10, 2021 - Jun 4, 2021	N/A
#9	-2.35% May 4, 2015 - May 14, 2015	N/A
#10	-2.07% Oct 27, 2017 - Nov 28, 2017	N/A
#11	-1.20% Apr 27, 2015 - May 1, 2015	N/A
#12	-0.91% Dec 12, 2017 - Dec 15, 2017	N/A
#13	-0.84% Jan 4, 2022 - Jan 6, 2022	N/A
#14	-0.68% Oct 24, 2017 - Oct 26, 2017	N/A
#15	-0.56% Dec 4, 2017 - Dec 7, 2017	N/A

Correlation

Correlation between WBIG and VDIG 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)

WBIG vs VDIG dividend yield comparison.

Year	WBIG	VDIG
2026	0.53%	0.00%
2025	1.74%	0.13%
2024	2.05%	0.00%
2023	1.74%	0.00%
2022	1.30%	0.00%
2021	2.94%	0.00%
2020	0.90%	0.00%
2019	1.87%	0.00%
2018	1.20%	0.00%
2017	1.27%	0.00%
2016	0.96%	0.00%
2015	1.41%	0.00%
2014	0.10%	0.00%