AIYY vs VOO

AIYY vs VOO

Which is better, AIYY or VOO?

Multi Alternative against Large Cap Blend.

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

Lower Fees: VOOHigher Returns: VOO

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

MetricAIYYVOO
Expense Ratio0.99%0.03%Best
AUM$42M$997.4B
Dividend Yield121.86%1.04%
Holdings9509
YTD Return-30.82%+12.25%Best
1Y Return-43.79%+17.03%Best
3Y Return (annualized)-+21.25%
5Y Return (annualized)-+13.08%
Volatility (annualized)41.0%11.8%Best
Max Drawdown-80.3%-18.7%Best
$10,000 over 2.8 years$2,419$17,363Best
Fund FamilyYieldMax ETFVanguard (US)
CategoryAlternativeEquity
StyleMulti AlternativeLarge Cap Blend
InceptionNov 27, 2023Sep 7, 2010

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown, and the $10,000 over 2.8 years row, are measured over the window both funds cover: Nov 28, 2023 to Sep 17, 2026 (2.8 years).

AIYY 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 2.8 years both funds cover.

AIYY vs VOO Performance

YieldMax AI Option Income Strategy ETF (AIYY) is an ETF from YieldMax ETF and Vanguard S&P 500 ETF (VOO) is an ETF from Vanguard (US). Over the past year AIYY returned -43.79% while VOO returned +17.03%. Year to date, AIYY is down 30.82% versus a gain of 12.25% for VOO.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

AIYY has been the more volatile fund, with annualized monthly volatility of 41.0% compared with 11.8% 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 -80.3% for AIYY 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 0.45. They move together some of the time, and apart the rest.

Fees and Cost Over Time

AIYY 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, AIYY currently yields 121.86% against 1.04% for VOO.

Holdings Overlap

We hold position weights for 2 holdings in AIYY and 494 in VOO, totalling 19.1% 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 2 positions we hold weights for in AIYY and 494 in VOO, against full books of 9 and 509.

You are not choosing between two funds in isolation.

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

AIYYVOO

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, AIYY or VOO?

AIYY 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, AIYY or VOO?

Over the past year AIYY returned -43.79% vs +17.03% for VOO, so VOO leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, AIYY or VOO?

AIYY has been the more volatile fund at 41.0% annualized versus 11.8% for VOO. Worst drawdown: AIYY -80.3% vs VOO -18.7%.

Should I hold both AIYY and VOO?

AIYY and VOO have a monthly-return correlation of 0.45, 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, AIYY or VOO?

AIYY yields 121.86% while VOO yields 1.04%, so AIYY currently pays the higher dividend yield.

Is VOO better than AIYY?

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