APRJ vs VOO

APRJ vs VOO

Which is better, APRJ or VOO?

Multi Alternative against Large Cap Blend.

VOO has a lower expense ratio. VOO led over 1Y, 3Y 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

MetricAPRJVOO
Expense Ratio0.79%0.03%Best
AUM$33M$997.4B
Dividend Yield4.80%1.04%
Holdings16509
YTD Return+1.40%+11.55%Best
1Y Return+0.18%+17.54%Best
3Y Return (annualized)+4.03%+20.71%Best
5Y Return (annualized)-+12.80%
Volatility (annualized)2.2%Best12.7%
Max Drawdown-4.7%Best-18.7%
$10,000 over 3.4 years$11,656$19,125Best
Fund FamilyInnovator ETFs TrustVanguard (US)
CategoryAlternativeEquity
StyleMulti AlternativeLarge Cap Blend
InceptionApr 3, 2023Sep 7, 2010

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown, and the $10,000 over 3.4 years row, are measured over the window both funds cover: Apr 3, 2023 to Sep 10, 2026 (3.4 years).

APRJ 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 3.4 years both funds cover.

APRJ vs VOO Performance

Innovator Premium Income 30 Barrier ETF - April (APRJ) is an ETF from Innovator ETFs Trust and Vanguard S&P 500 ETF (VOO) is an ETF from Vanguard (US). Over the past year APRJ returned +0.18% while VOO returned +17.54%. Year to date, APRJ is up 1.40% versus a gain of 11.55% for VOO.

Over three years, APRJ compounded at +4.03% per year against +20.71% for VOO.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

VOO has been the more volatile fund, with annualized monthly volatility of 12.7% compared with 2.2% for APRJ. 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 -4.7% for APRJ 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 0.61. They move together some of the time, and apart the rest.

Fees and Cost Over Time

APRJ charges 0.79% per year while VOO charges 0.03%. On a $10,000 position that is $79 vs $3 annually, a gap of $76 per year that compounds over a long holding period. On income, APRJ currently yields 4.80% against 1.04% for VOO.

You are not choosing between two funds in isolation.

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

APRJVOO

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, APRJ or VOO?

APRJ has an expense ratio of 0.79% while VOO charges 0.03%. VOO is the cheaper option, by $76 a year on a $10,000 investment.

Which performed better, APRJ or VOO?

Over the past year APRJ returned +0.18% vs +17.54% 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, APRJ or VOO?

VOO has been the more volatile fund at 12.7% annualized versus 2.2% for APRJ. Worst drawdown: APRJ -4.7% vs VOO -18.7%.

Should I hold both APRJ and VOO?

APRJ and VOO have a monthly-return correlation of 0.61, 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, APRJ or VOO?

APRJ yields 4.80% while VOO yields 1.04%, so APRJ currently pays the higher dividend yield.

Is VOO better than APRJ?

VOO has a lower expense ratio. VOO led over 1Y, 3Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.