AAPY vs VOO

AAPY vs VOO

Which is better, AAPY or VOO?

Multi Alternative against Large Cap Blend.

VOO has a lower expense ratio. AAPY led over 1Y, VOO over the full window.

Lower Fees: VOOHigher Returns: split

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

MetricAAPYVOO
Expense Ratio0.99%0.03%Best
AUM$8M$997.4B
Dividend Yield11.56%1.04%
Holdings10509
YTD Return+16.86%Best+12.25%
1Y Return+27.60%Best+17.03%
3Y Return (annualized)-+21.25%
5Y Return (annualized)-+13.08%
Volatility (annualized)18.8%12.0%Best
Max Drawdown-29.2%-18.7%Best
$10,000 over 2.6 years$14,941$15,777Best
Fund FamilyKurvVanguard (US)
CategoryAlternativeEquity
StyleMulti AlternativeLarge Cap Blend
InceptionOct 27, 2023Sep 7, 2010

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown, and the $10,000 over 2.6 years row, are measured over the window both funds cover: Feb 7, 2024 to Sep 17, 2026 (2.6 years).

AAPY vs VOO 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 2.6 years both funds cover.

AAPY vs VOO Performance

Kurv Yield Premium Strategy Apple ETF (AAPY) is an ETF from Kurv and Vanguard S&P 500 ETF (VOO) is an ETF from Vanguard (US). Over the past year AAPY returned +27.60% while VOO returned +17.03%. Year to date, AAPY is up 16.86% versus a gain of 12.25% for VOO.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

AAPY has been the more volatile fund, with annualized monthly volatility of 18.8% compared with 12.0% for VOO. 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 -29.2% for AAPY and -18.7% for VOO. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.46. They move together some of the time, and apart the rest.

Fees and Cost Over Time

AAPY charges 0.99% per year while VOO charges 0.03%. On a $10,000 position that is $99 vs $3 annually, a gap of $96 per year that compounds over a long holding period. On income, AAPY currently yields 11.56% against 1.04% for VOO.

Holdings Overlap

We hold position weights for 1 holding in AAPY and 494 in VOO, totalling 28.4% and 99.5% 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 1 positions we hold weights for in AAPY and 494 in VOO, against full books of 10 and 509.

You are not choosing between two funds in isolation.

Whichever of AAPY and VOO you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

AAPYVOO

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, AAPY or VOO?

AAPY has an expense ratio of 0.99% while VOO charges 0.03%. VOO is the cheaper option, by $96 a year on a $10,000 investment.

Which performed better, AAPY or VOO?

Over the past year AAPY returned +27.60% vs +17.03% for VOO, so AAPY leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, AAPY or VOO?

AAPY has been the more volatile fund at 18.8% annualized versus 12.0% for VOO. Worst drawdown: AAPY -29.2% vs VOO -18.7%.

Should I hold both AAPY and VOO?

AAPY and VOO have a monthly-return correlation of 0.46, 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, AAPY or VOO?

AAPY yields 11.56% while VOO yields 1.04%, so AAPY currently pays the higher dividend yield.

Is VOO better than AAPY?

VOO has a lower expense ratio. AAPY led over 1Y, VOO over the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.