AIPO vs VOO

Quick Verdict

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

Lower Fees: VOOHigher Returns: AIPOMore Diversified: VOO

Side-by-Side Comparison

MetricAIPOVOOWinner
Expense Ratio0.69%0.03%
AUM$865M$979.0B
Dividend Yield0.00%1.09%
Holdings77509
YTD Return+32.53%+14.48%
1Y Return+48.63%+22.02%
3Y Return (annualized)-+21.80%
5Y Return (annualized)-+13.36%
Volatility (annualized)36.4%14.2%
Max Drawdown-24.4%-34.3%
Fund FamilyDefiance ETFs, LLCVanguard (US)
CategoryEquityEquity
InceptionJul 24, 2025Sep 7, 2010

AIPO vs VOO Performance

Defiance AI & Power Infrastructure ETF (AIPO) is a ETF from Defiance ETFs, LLC and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year AIPO returned +48.63% while VOO returned +22.02%. Year to date, AIPO is up 32.53% versus a gain of 14.48% for VOO.

Risk: Volatility and Drawdowns

AIPO has been the more volatile fund, with annualized monthly volatility of 36.4% compared with 14.2% 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 -24.4% for AIPO 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 0.72. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

AIPO charges 0.69% per year while VOO charges 0.03%. On a $10,000 position that is $69 vs $3 annually, a gap of $66 per year that compounds over a long holding period. On income, AIPO currently yields 0.00% against 1.09% for VOO.

Holdings Overlap

10.6%overlap

AIPO and VOO share 21 holdings out of 566 unique holdings combined, representing a 10.6% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in AIPOWeight in VOODifference
NVDA3.99%7.51%3.52%
GEV9.35%0.49%8.86%
ETN8.63%0.26%8.37%
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Frequently Asked Questions

Which is cheaper, AIPO or VOO?

AIPO has an expense ratio of 0.69% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $66 per year of difference.

Which performed better, AIPO or VOO?

Over the past year AIPO returned +48.63% vs +22.02% for VOO, so AIPO leads on 1-year performance. Over the longest common window we track (1 years), AIPO annualized +47.74% vs +13.61% for VOO. Past performance does not guarantee future results.

Which is riskier, AIPO or VOO?

AIPO has been the more volatile fund at 36.4% annualized versus 14.2% for VOO. Worst drawdown: AIPO -24.4% vs VOO -34.3%.

Should I hold both AIPO and VOO?

AIPO and VOO have a monthly-return correlation of 0.72, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between AIPO and VOO?

AIPO and VOO share 21 common holdings with a 10.6% weight overlap. Combined, they hold 566 unique securities.

Which pays a higher dividend, AIPO or VOO?

AIPO yields 0.00% while VOO yields 1.09%, so VOO currently pays the higher dividend yield.

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