VOO vs WTBN
VOO vs WTBN
Vanguard S&P 500 ETF vs WisdomTree Bianco Total Return Fund ETF
Quick Verdict
VOO has a lower expense ratio. VOO delivered stronger 1-year returns. VOO offers more diversification with 505 holdings.
Side-by-Side Comparison
| Metric | VOO | WTBN | Winner |
|---|---|---|---|
| Expense Ratio | 0.03% | 0.60% | |
| AUM | $979.0B | $102M | |
| Dividend Yield | 1.09% | 4.06% | |
| Holdings | 509 | 11 | |
| YTD Return | +13.53% | -0.74% | |
| 1Y Return | +23.65% | +1.44% | |
| 3Y Return (annualized) | +21.27% | - | |
| 5Y Return (annualized) | +13.52% | - | |
| Volatility (annualized) | 14.1% | 4.0% | |
| Max Drawdown | -34.3% | -3.4% | |
| Fund Family | Vanguard (US) | WisdomTree Investments | |
| Category | Equity | Fixed Income | |
| Inception | Sep 7, 2010 | Dec 20, 2023 |
VOO vs WTBN Performance
Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US) and WisdomTree Bianco Total Return Fund ETF (WTBN) is a ETF from WisdomTree Investments. Over the past year VOO returned +23.65% while WTBN returned +1.44%. Year to date, VOO is up 13.53% versus a loss of 0.74% for WTBN.
Risk: Volatility and Drawdowns
VOO has been the more volatile fund, with annualized monthly volatility of 14.1% compared with 4.0% 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 -34.3% for VOO and -3.4% for WTBN. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
The two funds' monthly returns correlate at 0.32. They move independently enough that combining them can meaningfully diversify a portfolio.
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 1.09% against 4.06% for WTBN.
Holdings Overlap
VOO and WTBN share 0 holdings out of 522 unique holdings combined, representing a 0.0% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
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. On a $10,000 investment, that is $57 per year of difference.
Which performed better, VOO or WTBN?
Over the past year VOO returned +23.65% vs +1.44% for WTBN, so VOO leads on 1-year performance. Over the longest common window we track (3 years), VOO annualized +13.57% vs +3.91% for WTBN. Past performance does not guarantee future results.
Which is riskier, VOO or WTBN?
VOO has been the more volatile fund at 14.1% annualized versus 4.0% for WTBN. Worst drawdown: VOO -34.3% vs WTBN -3.4%.
Should I hold both VOO and WTBN?
VOO and WTBN have a monthly-return correlation of 0.32, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between VOO and WTBN?
VOO and WTBN share 0 common holdings with a 0.0% weight overlap. Combined, they hold 522 unique securities.
Which pays a higher dividend, VOO or WTBN?
VOO yields 1.09% while WTBN yields 4.06%, so WTBN currently pays the higher dividend yield.
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