AIPI vs VOO
REX AI Equity Premium Income ETF vs Vanguard S&P 500 ETF
Quick Verdict
VOO has a lower expense ratio. AIPI delivered stronger 1-year returns. VOO offers more diversification with 509 holdings.
Side-by-Side Comparison
| Metric | AIPI | VOO | Winner |
|---|---|---|---|
| Expense Ratio | 0.65% | 0.03% | |
| AUM | $431M | $997.4B | |
| Dividend Yield | 37.94% | 1.08% | |
| Holdings | 90 | 509 | |
| YTD Return | +12.18% | +13.20% | |
| 1Y Return | +22.48% | +21.62% | |
| 3Y Return (annualized) | - | +22.16% | |
| 5Y Return (annualized) | - | +13.42% | |
| Volatility (annualized) | 17.5% | 14.1% | |
| Max Drawdown | -25.3% | -34.3% | |
| Fund Family | REX Shares | Vanguard (US) | |
| Category | Alternative | Equity | |
| Inception | Jun 3, 2024 | Sep 7, 2010 |
AIPI vs VOO Performance
REX AI Equity Premium Income ETF (AIPI) is a ETF from REX Shares and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year AIPI returned +22.48% while VOO returned +21.62%. Year to date, AIPI is up 12.18% versus a gain of 13.20% for VOO.
Risk: Volatility and Drawdowns
AIPI has been the more volatile fund, with annualized monthly volatility of 17.5% 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 -25.3% for AIPI 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 0.77. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
AIPI charges 0.65% per year while VOO charges 0.03%. On a $10,000 position that is $65 vs $3 annually, a gap of $62 per year that compounds over a long holding period. On income, AIPI currently yields 37.94% against 1.08% for VOO.
Holdings Overlap
AIPI and VOO share 22 holdings out of 509 unique holdings combined, representing a 32.3% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, AIPI or VOO?
AIPI has an expense ratio of 0.65% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $62 per year of difference.
Which performed better, AIPI or VOO?
Over the past year AIPI returned +22.48% vs +21.62% for VOO, so AIPI leads on 1-year performance. Over the longest common window we track (2 years), AIPI annualized +23.22% vs +13.51% for VOO. Past performance does not guarantee future results.
Which is riskier, AIPI or VOO?
AIPI has been the more volatile fund at 17.5% annualized versus 14.1% for VOO. Worst drawdown: AIPI -25.3% vs VOO -34.3%.
Should I hold both AIPI and VOO?
AIPI and VOO have a monthly-return correlation of 0.77, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between AIPI and VOO?
AIPI and VOO share 22 common holdings with a 32.3% weight overlap. Combined, they hold 509 unique securities.
Which pays a higher dividend, AIPI or VOO?
AIPI yields 37.94% while VOO yields 1.08%, so AIPI currently pays the higher dividend yield.
Popular ETF Comparisons
Get Full ETF Analytics
Access complete holdings data, overlap analysis, screener tools, and more with FundXLS.