AGMI vs VOO

AGMI vs VOO
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Quick Verdict

VOO has a lower expense ratio. AGMI delivered stronger 1-year returns. VOO offers more diversification with 509 holdings.

Lower Fees: VOOHigher Returns: AGMIMore Diversified: VOO

Side-by-Side Comparison

MetricAGMIVOOWinner
Expense Ratio0.35%0.03%
AUM$12M$997.4B
Dividend Yield4.77%1.08%
Holdings47509
YTD Return+20.51%+12.25%
1Y Return+102.41%+20.92%
3Y Return (annualized)-+21.79%
5Y Return (annualized)-+13.05%
Volatility (annualized)44.1%14.1%
Max Drawdown-35.7%-34.3%
Fund FamilyThemes ETFsVanguard (US)
CategoryEquityEquity
InceptionMay 3, 2024Sep 7, 2010

AGMI vs VOO Performance

Themes Silver Miners ETF (AGMI) is a ETF from Themes ETFs and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year AGMI returned +102.41% while VOO returned +20.92%. Year to date, AGMI is up 20.51% versus a gain of 12.25% for VOO.

Risk: Volatility and Drawdowns

AGMI has been the more volatile fund, with annualized monthly volatility of 44.1% 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 -35.7% for AGMI 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 0.14. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

AGMI charges 0.35% per year while VOO charges 0.03%. On a $10,000 position that is $35 vs $3 annually, a gap of $32 per year that compounds over a long holding period. On income, AGMI currently yields 4.77% against 1.08% for VOO.

Holdings Overlap

0.3%overlap

AGMI and VOO share 2 holdings out of 540 unique holdings combined, representing a 0.3% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in AGMIWeight in VOODifference
NEM9.68%0.15%9.53%
FCX2.63%0.14%2.49%

Frequently Asked Questions

Which is cheaper, AGMI or VOO?

AGMI has an expense ratio of 0.35% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $32 per year of difference.

Which performed better, AGMI or VOO?

Over the past year AGMI returned +102.41% vs +20.92% for VOO, so AGMI leads on 1-year performance. Over the longest common window we track (2 years), AGMI annualized +68.89% vs +13.45% for VOO. Past performance does not guarantee future results.

Which is riskier, AGMI or VOO?

AGMI has been the more volatile fund at 44.1% annualized versus 14.1% for VOO. Worst drawdown: AGMI -35.7% vs VOO -34.3%.

Should I hold both AGMI and VOO?

AGMI and VOO have a monthly-return correlation of 0.14, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between AGMI and VOO?

AGMI and VOO share 2 common holdings with a 0.3% weight overlap. Combined, they hold 540 unique securities.

Which pays a higher dividend, AGMI or VOO?

AGMI yields 4.77% while VOO yields 1.08%, so AGMI currently pays the higher dividend yield.

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