CGUS vs WBIL
Capital Group Core Equity ETF vs WBI BullBear Quality 3000 ETF
Which is better, CGUS or WBIL?
CGUS has been ahead.
CGUS has a lower expense ratio. CGUS led over 1Y, 3Y and the full window. WBIL is less concentrated, with 23.0% of the fund in its ten largest positions against 43.8%.
MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.
Side-by-Side Comparison
| Metric | CGUS | WBIL |
|---|---|---|
| Expense Ratio | 0.33%Best | 1.55% |
| AUM | $12.3B | $30M |
| Dividend Yield | 0.83% | 0.04% |
| Holdings | 75 | 142 |
| YTD Return | +11.95% | +14.67%Best |
| 1Y Return | +15.39%Best | +14.68% |
| 3Y Return (annualized) | +21.76%Best | +10.76% |
| 5Y Return (annualized) | - | +6.30% |
| Volatility (annualized) | 14.7% | 13.6%Best |
| Max Drawdown | -21.9%Best | -25.3% |
| $10,000 over 4.6 years | $19,073Best | $13,733 |
| Top 10 Weight | 43.8% | 23.0%Best |
| Fund Family | Capital Group (US) | WBI Investments |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Blend |
| Inception | Feb 22, 2022 | Aug 25, 2014 |
Volatility and max drawdown, and the $10,000 over 4.6 years row, are measured over the window both funds cover: Feb 24, 2022 to Oct 14, 2026 (4.6 years).
CGUS vs WBIL growth
Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 4.6 years both funds cover.
CGUS vs WBIL Performance
Capital Group Core Equity ETF (CGUS) is an ETF from Capital Group (US) and WBI BullBear Quality 3000 ETF (WBIL) is an ETF from WBI Investments. Over the past year CGUS returned +15.39% while WBIL returned +14.68%. Year to date, CGUS is up 11.95% versus a gain of 14.67% for WBIL.
Over three years, CGUS compounded at +21.76% per year against +10.76% for WBIL.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
CGUS has been the more volatile fund, with annualized monthly volatility of 14.7% compared with 13.6% for WBIL. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.
The deepest peak-to-trough decline in our data was -21.9% for CGUS and -25.3% for WBIL. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.80. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
CGUS charges 0.33% per year while WBIL charges 1.55%. On a $10,000 position that is $33 vs $155 annually, a gap of $122 per year that compounds over a long holding period. On income, CGUS currently yields 0.83% against 0.04% for WBIL.
Holdings Overlap
14.3% of CGUS's money is in holdings WBIL also owns. 14.2% of WBIL's money is in holdings CGUS also owns.
CGUS and WBIL share little of their money.
9 positions in common, counted across the 68 positions we hold weights for in CGUS and 64 in WBIL, against full books of 75 and 142.
What only one of them owns
Our book lists 54 positions for WBIL that do not appear in our book for CGUS (83.2% of the fund), and 50 for CGUS that do not appear in WBIL (75.1%).
Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.
Top Shared Holdings
| Stock | Weight in CGUS | Weight in WBIL | Difference |
|---|---|---|---|
| METAMeta Platform Inc | 4.55% | 1.65% | 2.90% |
| LLYEli Lilly & Co. | 3.68% | 0.79% | 2.89% |
| ANETArista Networks Inc Common Stock | 1.47% | 2.10% | 0.63% |
| APHAmphenol Corp. Class A | 1.33% | 2.10% | 0.77% |
| GEGeneral Electric Co. | 1.20% | 1.58% | 0.38% |
| MUMicron Technology, Inc. | 0.38% | 2.38% | 2.00% |
| VVisa Inc-class A Shares | 0.69% | 1.94% | 1.25% |
| CRMSalesforce Inc. | 0.60% | 0.96% | 0.36% |
| UNPUnion Pacific Corp | 0.42% | 0.71% | 0.29% |
You are not choosing between two funds in isolation.
Whichever of CGUS and WBIL you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, CGUS or WBIL?
CGUS has an expense ratio of 0.33% while WBIL charges 1.55%. CGUS is the cheaper option, by $122 a year on a $10,000 investment.
Which performed better, CGUS or WBIL?
Over the past year CGUS returned +15.39% vs +14.68% for WBIL, so CGUS leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, CGUS or WBIL?
CGUS has been the more volatile fund at 14.7% annualized versus 13.6% for WBIL. Worst drawdown: CGUS -21.9% vs WBIL -25.3%.
Should I hold both CGUS and WBIL?
CGUS and WBIL have a monthly-return correlation of 0.80, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
What is the holdings overlap between CGUS and WBIL?
14.3% of CGUS's money is in holdings WBIL also owns. 14.2% of WBIL's is in holdings CGUS also owns. They hold 9 positions in common, counted across the 68 positions we hold weights for in CGUS and 64 in WBIL.
Which pays a higher dividend, CGUS or WBIL?
CGUS yields 0.83% while WBIL yields 0.04%, so CGUS currently pays the higher dividend yield.
Is WBIL better than CGUS?
CGUS has a lower expense ratio. CGUS led over 1Y, 3Y and the full window. WBIL is less concentrated, with 23.0% of the fund in its ten largest positions against 43.8%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.