GVLU vs WBIE
Gotham 1000 Value ETF vs WBI BullBear Rising Income 3000 ETF
Which is better, GVLU or WBIE?
Each has led over a different period.
GVLU has a lower expense ratio. GVLU led over the full window, WBIE over 1Y.
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 | GVLU | WBIE |
|---|---|---|
| Expense Ratio | 0.50%Best | 1.24% |
| AUM | $248M | $5M |
| Dividend Yield | 5.92% | 0.02% |
| Holdings | 963 | 35 |
| Volatility (annualized) | 17.3% | 11.2%Best |
| Max Drawdown | -20.8%Best | -21.1% |
| Fund Family | Gotham ETFs | WBI Investments |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Blend |
| Inception | Jun 7, 2022 | Aug 25, 2014 |
Not shown on this pair: YTD Return, 1Y Return, 3Y Return (annualized), 5Y Return (annualized), $10,000 over the window, Top 10 Weight.
The two price series end 1979 days apart, so a return over any period would be measuring two different stretches of market. Those rows are withheld. GVLU has data through Oct 14, 2026 and WBIE through May 14, 2021.
Risk: Volatility and Drawdowns
GVLU has been the more volatile fund, with annualized monthly volatility of 17.3% compared with 11.2% for WBIE. 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 -20.8% for GVLU and -21.1% for WBIE. Drawdown depth is what each fund did in the worst stretch of the window measured above.
Fees and Cost Over Time
GVLU charges 0.50% per year while WBIE charges 1.24%. On a $10,000 position that is $50 vs $124 annually, a gap of $74 per year that compounds over a long holding period. On income, GVLU currently yields 5.92% against 0.02% for WBIE.
You are not choosing between two funds in isolation.
Whichever of GVLU and WBIE 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, GVLU or WBIE?
GVLU has an expense ratio of 0.50% while WBIE charges 1.24%. GVLU is the cheaper option, by $74 a year on a $10,000 investment.
Which is riskier, GVLU or WBIE?
GVLU has been the more volatile fund at 17.3% annualized versus 11.2% for WBIE. Worst drawdown: GVLU -20.8% vs WBIE -21.1%.
Which pays a higher dividend, GVLU or WBIE?
GVLU yields 5.92% while WBIE yields 0.02%, so GVLU currently pays the higher dividend yield.
Is WBIE better than GVLU?
GVLU has a lower expense ratio. GVLU led over the full window, WBIE over 1Y. Which one suits a particular account depends on what it is for. This is information, not a recommendation.