AETH vs VOO

Quick Verdict

VOO has a lower expense ratio. VOO delivered stronger 1-year returns. VOO offers more diversification with 505 holdings.

Lower Fees: VOOHigher Returns: VOOMore Diversified: VOO

Side-by-Side Comparison

MetricAETHVOOWinner
Expense Ratio0.89%0.03%
AUM$5M$979.0B
Dividend Yield2.97%1.09%
Holdings2509
YTD Return-17.88%+13.72%
1Y Return-45.19%+21.63%
3Y Return (annualized)-+21.55%
5Y Return (annualized)-+13.26%
Volatility (annualized)63.0%14.1%
Max Drawdown-51.1%-34.3%
Fund FamilyBitwiseVanguard (US)
CategoryAlternativeEquity
InceptionSep 29, 2023Sep 7, 2010

AETH vs VOO Performance

Bitwise Trendwise Ether and Treasuries Rotation Strategy ETF (AETH) is a ETF from Bitwise and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year AETH returned -45.19% while VOO returned +21.63%. Year to date, AETH is down 17.88% versus a gain of 13.72% for VOO.

Risk: Volatility and Drawdowns

AETH has been the more volatile fund, with annualized monthly volatility of 63.0% compared with 14.1% 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 -51.1% for AETH and -34.3% for VOO. 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 0.44. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

AETH charges 0.89% per year while VOO charges 0.03%. On a $10,000 position that is $89 vs $3 annually, a gap of $86 per year that compounds over a long holding period. On income, AETH currently yields 2.97% against 1.09% for VOO.

Frequently Asked Questions

Which is cheaper, AETH or VOO?

AETH has an expense ratio of 0.89% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $86 per year of difference.

Which performed better, AETH or VOO?

Over the past year AETH returned -45.19% vs +21.63% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (3 years), AETH annualized +14.95% vs +13.56% for VOO. Past performance does not guarantee future results.

Which is riskier, AETH or VOO?

AETH has been the more volatile fund at 63.0% annualized versus 14.1% for VOO. Worst drawdown: AETH -51.1% vs VOO -34.3%.

Should I hold both AETH and VOO?

AETH and VOO have a monthly-return correlation of 0.44, so combining them can provide real diversification depending on your allocation goals.

Which pays a higher dividend, AETH or VOO?

AETH yields 2.97% while VOO yields 1.09%, so AETH currently pays the higher dividend yield.

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