VOO vs WTBN
Vanguard S&P 500 ETF vs WisdomTree Bianco Total Return Fund ETF
Which is better, VOO or WTBN?
Large Cap Blend against High Yield Bond.
VOO has a lower expense ratio. VOO led over 1Y and the full window. VOO is less concentrated, with 37.9% of the fund in its ten largest positions against 95.1%.
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 | VOO | WTBN |
|---|---|---|
| Expense Ratio | 0.03%Best | 0.60% |
| AUM | $1.0T | $103M |
| Dividend Yield | 1.06% | 4.22% |
| Holdings | 506 | 14 |
| YTD Return | +13.57%Best | -3.29% |
| 1Y Return | +17.55%Best | -3.25% |
| 3Y Return (annualized) | +22.46% | - |
| 5Y Return (annualized) | +13.28% | - |
| Volatility (annualized) | 11.7% | 4.3%Best |
| Max Drawdown | -18.7% | -5.1%Best |
| $10,000 over 2.8 years | $16,962Best | $10,769 |
| Top 10 Weight | 37.9%Best | 95.1% |
| Fund Family | Vanguard (US) | WisdomTree Investments |
| Category | Equity | Fixed Income |
| Style | Large Cap Blend | High Yield Bond |
| Inception | Sep 7, 2010 | Dec 20, 2023 |
Volatility and max drawdown, and the $10,000 over 2.8 years row, are measured over the window both funds cover: Dec 20, 2023 to Oct 14, 2026 (2.8 years).
VOO vs WTBN 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 2.8 years both funds cover.
VOO vs WTBN Performance
Vanguard S&P 500 ETF (VOO) is an ETF from Vanguard (US) and WisdomTree Bianco Total Return Fund ETF (WTBN) is an ETF from WisdomTree Investments. Over the past year VOO returned +17.55% while WTBN returned -3.25%. Year to date, VOO is up 13.57% versus a loss of 3.29% for WTBN.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
VOO has been the more volatile fund, with annualized monthly volatility of 11.7% compared with 4.3% for WTBN. 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 -18.7% for VOO and -5.1% for WTBN. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.33. They move together some of the time, and apart the rest.
Fees and Cost Over Time
VOO charges 0.03% per year while WTBN charges 0.60%. On a $10,000 position that is $3 vs $60 annually, a gap of $57 per year that compounds over a long holding period. On income, VOO currently yields 1.06% against 4.22% for WTBN.
Holdings Overlap
We hold position weights for 504 holdings in VOO and 14 in WTBN, totalling 100.1% and 99.7% of the two funds. The two books name no position in common, so there is no overlap percentage to show.
0 positions in common, counted across the 504 positions we hold weights for in VOO and 14 in WTBN, against full books of 506 and 14.
What only one of them owns
Measured across the 504 and 14 positions we hold weights for.
VOO holds 499 positions WTBN does not, 99.7% of the fund.
Largest: NVDA 8.09%, AAPL 7.04%, MSFT 5.70%, AMZN 3.85%, GOOGL 3.01%
You are not choosing between two funds in isolation.
Whichever of VOO and WTBN 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, VOO or WTBN?
VOO has an expense ratio of 0.03% while WTBN charges 0.60%. VOO is the cheaper option, by $57 a year on a $10,000 investment.
Which performed better, VOO or WTBN?
Over the past year VOO returned +17.55% vs -3.25% for WTBN, so VOO leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, VOO or WTBN?
VOO has been the more volatile fund at 11.7% annualized versus 4.3% for WTBN. Worst drawdown: VOO -18.7% vs WTBN -5.1%.
Should I hold both VOO and WTBN?
VOO and WTBN have a monthly-return correlation of 0.33, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
Which pays a higher dividend, VOO or WTBN?
VOO yields 1.06% while WTBN yields 4.22%, so WTBN currently pays the higher dividend yield.
Is WTBN better than VOO?
VOO has a lower expense ratio. VOO led over 1Y and the full window. VOO is less concentrated, with 37.9% of the fund in its ten largest positions against 95.1%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.