APRJ vs VOO

APRJ vs VOO
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Quick Verdict

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

Lower Fees: VOOHigher Returns: VOOMore Diversified: VOO

Side-by-Side Comparison

MetricAPRJVOOWinner
Expense Ratio0.79%0.03%
AUM$32M$997.4B
Dividend Yield4.82%1.08%
Holdings9509
YTD Return+1.22%+12.25%
1Y Return+0.46%+20.92%
3Y Return (annualized)+4.22%+21.79%
5Y Return (annualized)-+13.05%
Volatility (annualized)2.3%14.1%
Max Drawdown-4.7%-34.3%
Fund FamilyInnovator ETFs TrustVanguard (US)
CategoryAlternativeEquity
InceptionApr 3, 2023Sep 7, 2010

APRJ vs VOO Performance

Innovator Premium Income 30 Barrier ETF - April (APRJ) is a ETF from Innovator ETFs Trust and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year APRJ returned +0.46% while VOO returned +20.92%. Year to date, APRJ is up 1.22% versus a gain of 12.25% for VOO.

Over three years, APRJ compounded at +4.22% per year against +21.79% for VOO. Across the full 3-year window we track, VOO has the edge at +13.45% annualized vs +4.63%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

VOO has been the more volatile fund, with annualized monthly volatility of 14.1% compared with 2.3% 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 -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 0.61. They move independently enough that combining them can meaningfully diversify a portfolio.

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 4.82% against 1.08% for VOO.

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. On a $10,000 investment, that is $76 per year of difference.

Which performed better, APRJ or VOO?

Over the past year APRJ returned +0.46% vs +20.92% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (3 years), APRJ annualized +4.63% vs +13.45% for VOO. Past performance does not guarantee future results.

Which is riskier, APRJ or VOO?

VOO has been the more volatile fund at 14.1% annualized versus 2.3% for APRJ. Worst drawdown: APRJ -4.7% vs VOO -34.3%.

Should I hold both APRJ and VOO?

APRJ and VOO have a monthly-return correlation of 0.61, so combining them can provide real diversification depending on your allocation goals.

Which pays a higher dividend, APRJ or VOO?

APRJ yields 4.82% while VOO yields 1.08%, so APRJ currently pays the higher dividend yield.

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