WRND vs VBCG

Comparison between NYLI GLOBAL EQUITY R&D LEADERS ETF (WRND, ETF) and VANGUARD TARGET MATURITY 2033 CORPORATE BOND ETF ETF SHARES (VBCG, ETF).

WRND vs VBCG - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	WRND(ETF)	VBCG(ETF)
Net Assets	$11M	$11M
Expense Ratio	0.18%	0.08%
Max Drawdown	28.20%	2.74%
Sharpe Ratio	1.02	-0.49
5Y Beta	1.02	0.17
P/E Ratio	25.82	N/A
Forward P/E	23.64	N/A
PEG Ratio	0.37	N/A
5Y EPS CAGR	31.50%	N/A
Debt to Equity	59.78%	N/A
P/S Ratio	5.87	N/A
P/B Ratio	7.51	N/A

Net Assets

WRND

$11M

Winner

VBCG

$11M

Expense Ratio

WRND

0.18%

Winner

VBCG

0.08%

Max Drawdown

WRND

28.20%

Winner

VBCG

2.74%

Sharpe Ratio

Winner

WRND

1.02

VBCG

-0.49

5Y Beta

WRND

1.02

Winner

VBCG

0.17

P/E Ratio

WRND

25.82

VBCG

N/A

Forward P/E

WRND

23.64

VBCG

N/A

PEG Ratio

WRND

0.37

VBCG

N/A

5Y EPS CAGR

WRND

31.50%

VBCG

N/A

Debt to Equity

WRND

59.78%

VBCG

N/A

P/S Ratio

WRND

5.87

VBCG

N/A

P/B Ratio

WRND

7.51

VBCG

N/A

WRND vs VBCG - Holdings Comparison

WRND and VBCG have 1 common holdings. Overlap is 0.00%

WRND's top 25 holdings weight is 68.25%. VBCG's top 25 holdings weight is 34.31%.

Rank	WRND	VBCG
#1	ALPHABET INC CLASS A (GOOGL) - 7.22%	WELLS FARGO & CO. (n/a) - 2.90%
#2	NVIDIA CORP (NVDA) - 7.10%	HSBC HOLDINGS PLC (n/a) - 2.27%
#3	APPLE INC (AAPL) - 6.80%	BANK OF AMERICA CORP. (n/a) - 2.23%
#4	ASML HOLDING NV (n/a) - 5.20%	JPMORGAN CHASE & CO. (n/a) - 1.97%
#5	n/a (n/a) - 4.97%	MORGAN STANLEY (n/a) - 1.94%
#6	AMAZON.COM INC (AMZN) - 4.10%	SPACE EXPLORATION TECHNOLOGIES CORP. (n/a) - 1.49%
#7	MICROSOFT CORP (MSFT) - 4.10%	AMAZON.COM, INC. (n/a) - 1.35%
#8	BROADCOM INC (AVGO) - 3.24%	GOLDMAN SACHS GROUP, INC. (n/a) - 1.34%
#9	META PLATFORMS INC CLASS A (META) - 3.08%	BARCLAYS PLC (n/a) - 1.32%
#10	ELI LILLY AND CO (LLY) - 2.77%	AMGEN INC. (n/a) - 1.28%
#11	ASTRAZENECA PLC (AZN) - 2.58%	AT&T INC (n/a) - 1.27%
#12	SIEMENS AG (n/a) - 2.13%	PFIZER INVESTMENT ENTERPRISES PTE LTD. (n/a) - 1.24%
#13	TOKYO ELECTRON LTD (n/a) - 1.58%	VERIZON COMMUNICATIONS INC. (n/a) - 1.24%
#14	NOVO NORDISK AS CLASS B (n/a) - 1.48%	PNC FINANCIAL SERVICES GROUP INC. (n/a) - 1.23%
#15	SAP SE (n/a) - 1.48%	BROADCOM INC (n/a) - 1.19%
#16	SIEMENS ENERGY AG ORDINARY SHARES (n/a) - 1.40%	T-MOBILE USA, INC. (n/a) - 1.16%
#17	EATON CORP PLC (ETN) - 1.33%	ORACLE CORP. (n/a) - 1.08%
#18	DELTA ELECTRONICS INC (n/a) - 1.19%	COMCAST CORPORATION (n/a) - 1.08%
#19	APPLIED MATERIALS INC (AMAT) - 1.00%	CAPITAL ONE FINANCIAL CORP. (n/a) - 1.07%
#20	ADVANTEST CORP (n/a) - 0.97%	CITIGROUP INC. (n/a) - 1.06%
#21	CISCO SYSTEMS INC (CSCO) - 0.93%	META PLATFORMS INC (n/a) - 0.99%
#22	GSK PLC (n/a) - 0.93%	BANCO SANTANDER SA (n/a) - 0.96%
#23	LAM RESEARCH CORP (LRCX) - 0.92%	BP CAPITAL MARKETS AMERICA, INC. (n/a) - 0.92%
#24	TRANE TECHNOLOGIES PLC CLASS A (TT) - 0.91%	NVIDIA CORP. (n/a) - 0.87%
#25	ORACLE CORP (ORCL) - 0.84%	PHILIP MORRIS INTERNATIONAL INC. (n/a) - 0.86%
Total Holdings	209	274

WRND vs VBCG - Historical Returns

Returns include dividend reinvestment.

Period	WRND	VBCG
1 month	-0.94%	-1.03%
3 months	+1.50%	-1.21%
6 months	+5.80%	N/A
1 year	+21.02%	N/A
5 years(CAGR)	+13.22%	N/A
Max(CAGR)	+13.22%	+1.53%

Winner

WRND

-0.94%

VBCG

-1.03%

Winner

WRND

+1.50%

VBCG

-1.21%

WRND

+5.80%

VBCG

N/A

WRND

+21.02%

VBCG

N/A

5Y(CAGR)

WRND

+13.22%

VBCG

N/A

Max(CAGR)

Winner

WRND

+13.22%

VBCG

+1.53%

WRND vs VBCG - Annual Returns (2022 - 2026)

Returns include dividend reinvestment.

Year	WRND	VBCG
2026	+9.35%	+0.50%
2025	+28.17%	N/A
2024	+14.76%	N/A
2023	+33.92%	N/A
2022	-19.17%	N/A

WRND vs VBCG Drawdown Comparison

The maximum drawdown for WRND was -27.16%, occurring on Oct 14, 2022. Recovery took 336 trading sessions.

The maximum drawdown for VBCG was -1.90%, occurring on May 19, 2026. Recovery took 48 trading sessions.

The current WRND drawdown is -5.98%. The current VBCG drawdown is -1.66%.

Rank	WRND	VBCG
#1	-27.16% Feb 9, 2022 - Jun 13, 2023	-1.90% Apr 17, 2026 - Jun 26, 2026
#2	-18.41% Feb 20, 2025 - Jun 6, 2025	-1.66% Jun 29, 2026 - Jul 23, 2026
#3	-12.43% Jan 28, 2026 - Apr 14, 2026	-0.32% Apr 14, 2026 - Apr 17, 2026
#4	-11.71% Jul 28, 2023 - Dec 14, 2023	-0.24% Apr 2, 2026 - Apr 8, 2026
#5	-10.34% Jul 12, 2024 - Sep 26, 2024	-0.11% Apr 9, 2026 - Apr 13, 2026
#6	-6.80% Oct 29, 2025 - Jan 6, 2026	-0.11% Mar 26, 2026 - Mar 30, 2026
#7	-6.38% Jun 2, 2026 - Jun 10, 2026	-0.02% Mar 31, 2026 - Apr 2, 2026
#8	-5.42% Apr 1, 2024 - May 13, 2024	N/A
#9	-4.83% Sep 27, 2024 - Jan 22, 2025	N/A
#10	-3.95% Oct 6, 2025 - Oct 27, 2025	N/A
#11	-3.90% Jul 23, 2025 - Aug 13, 2025	N/A
#12	-3.62% May 14, 2026 - May 26, 2026	N/A
#13	-3.52% Jun 15, 2023 - Jul 13, 2023	N/A
#14	-2.57% Jun 12, 2025 - Jun 26, 2025	N/A
#15	-2.34% Aug 28, 2025 - Sep 8, 2025	N/A