AOTG vs VOO
AOT Growth and Innovation ETF vs Vanguard S&P 500 ETF
Quick Verdict
VOO has a lower expense ratio. AOTG delivered stronger 1-year returns. VOO offers more diversification with 509 holdings.
Side-by-Side Comparison
| Metric | AOTG | VOO | Winner |
|---|---|---|---|
| Expense Ratio | 0.75% | 0.03% | |
| AUM | $105M | $997.4B | |
| Dividend Yield | 0.00% | 1.08% | |
| Holdings | 43 | 509 | |
| YTD Return | +17.94% | +13.81% | |
| 1Y Return | +27.09% | +21.53% | |
| 3Y Return (annualized) | +27.79% | +21.46% | |
| 5Y Return (annualized) | - | +12.87% | |
| Volatility (annualized) | 25.7% | 14.1% | |
| Max Drawdown | -31.6% | -34.3% | |
| Fund Family | AOT Invest | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Jun 29, 2022 | Sep 7, 2010 |
AOTG vs VOO Performance
AOT Growth and Innovation ETF (AOTG) is a ETF from AOT Invest and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year AOTG returned +27.09% while VOO returned +21.53%. Year to date, AOTG is up 17.94% versus a gain of 13.81% for VOO.
Over three years, AOTG compounded at +27.79% per year against +21.46% for VOO. Across the full 4-year window we track, AOTG has the edge at +26.36% annualized vs +13.51%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
AOTG has been the more volatile fund, with annualized monthly volatility of 25.7% 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 -31.6% for AOTG 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 0.83. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
AOTG charges 0.75% per year while VOO charges 0.03%. On a $10,000 position that is $75 vs $3 annually, a gap of $72 per year that compounds over a long holding period. On income, AOTG currently yields 0.00% against 1.08% for VOO.
Holdings Overlap
AOTG and VOO share 26 holdings out of 521 unique holdings combined, representing a 30.9% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, AOTG or VOO?
AOTG has an expense ratio of 0.75% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $72 per year of difference.
Which performed better, AOTG or VOO?
Over the past year AOTG returned +27.09% vs +21.53% for VOO, so AOTG leads on 1-year performance. Over the longest common window we track (4 years), AOTG annualized +26.36% vs +13.51% for VOO. Past performance does not guarantee future results.
Which is riskier, AOTG or VOO?
AOTG has been the more volatile fund at 25.7% annualized versus 14.1% for VOO. Worst drawdown: AOTG -31.6% vs VOO -34.3%.
Should I hold both AOTG and VOO?
AOTG and VOO have a monthly-return correlation of 0.83, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between AOTG and VOO?
AOTG and VOO share 26 common holdings with a 30.9% weight overlap. Combined, they hold 521 unique securities.
Which pays a higher dividend, AOTG or VOO?
AOTG yields 0.00% while VOO yields 1.08%, so VOO currently pays the higher dividend yield.
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