AMEI vs VOO

AMEI vs VOO

Which is better, AMEI or VOO?

Large Cap Value 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

MetricAMEIVOO
Expense Ratio0.76%0.03%Best
AUM$5M$997.4B
Dividend Yield0.00%1.04%
Holdings32509
YTD Return+0.58%+12.50%Best
1Y Return+0.58%+17.58%Best
3Y Return (annualized)-+21.27%
5Y Return (annualized)-+12.95%
Volatility (annualized)-12.5%
Max Drawdown-95.0%-18.7%Best
$10,000 over 3.5 years$520$20,305Best
Fund FamilyAmana Mutual Funds TrustVanguard (US)
CategoryEquityEquity
StyleLarge Cap ValueLarge Cap Blend
InceptionJun 24, 2026Sep 7, 2010

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown, and the $10,000 over 3.5 years row, are measured over the window both funds cover: Mar 27, 2023 to Sep 11, 2026 (3.5 years).

AMEI 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 3.5 years both funds cover.

AMEI vs VOO Performance

Amana Equity Income ETF (AMEI) is an ETF from Amana Mutual Funds Trust and Vanguard S&P 500 ETF (VOO) is an ETF from Vanguard (US). Over the past year AMEI returned +0.58% while VOO returned +17.58%. Year to date, AMEI is up 0.58% versus a gain of 12.50% for VOO.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

The deepest peak-to-trough decline in our data was -95.0% for AMEI and -18.7% for VOO. Drawdown depth is what each fund did in the worst stretch of the window measured above.

Fees and Cost Over Time

AMEI charges 0.76% per year while VOO charges 0.03%. On a $10,000 position that is $76 vs $3 annually, a gap of $73 per year that compounds over a long holding period. On income, AMEI currently yields 0.00% against 1.04% for VOO.

Holdings Overlap

VOO already in AMEI13.6%

At least 13.6% of VOO's money is in holdings AMEI also owns.

Stated as a floor: for AMEI, our book for it covers 93.0% of that fund, so a holding it does not list is one we cannot count as shared. The real figure is this or higher.

VOO and AMEI share little of their money.

20 positions in common, counted across the 31 positions we hold weights for in AMEI and 505 in VOO, against full books of 32 and 509.

Top Shared Holdings

StockWeight in AMEIWeight in VOODifference
LLYEli Lilly & Co.10.60%1.47%9.13%
MSFTMicrosoft Corp 4.100 Feb 06 375.30%4.30%1.00%
AVGOBroadcom Inc4.60%2.77%1.83%
ROKRockwell Automation Inc.5.70%0.09%5.61%
GWWWw Grainger Inc.4.80%0.09%4.71%
CSCOCisco Systems Inc. - Ordinary Shares3.90%0.72%3.18%
ITWIllinois Tool Works Inc.3.50%0.11%3.39%
JNJJohnson & Johnson2.50%0.95%1.55%
JCIJohnson Controls International Plc3.20%0.14%3.06%
TXNTexas Instruments, Inc2.70%0.42%2.28%

You are not choosing between two funds in isolation.

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

AMEIVOO

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, AMEI or VOO?

AMEI has an expense ratio of 0.76% while VOO charges 0.03%. VOO is the cheaper option, by $73 a year on a $10,000 investment.

Which performed better, AMEI or VOO?

Over the past year AMEI returned +0.58% vs +17.58% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (4 years), AMEI annualized -57.03% vs +22.43% for VOO. Past performance does not guarantee future results. This is information, not a recommendation.

What is the holdings overlap between AMEI and VOO?

At least 13.6% of VOO's money is in holdings AMEI also owns. Our book for AMEI is partial, so the real figure is this or higher. They hold 20 positions in common, counted across the 31 positions we hold weights for in AMEI and 505 in VOO.

Which pays a higher dividend, AMEI or VOO?

AMEI yields 0.00% while VOO yields 1.04%, so VOO currently pays the higher dividend yield.

Is VOO better than AMEI?

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.