APRW vs VOO

APRW 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

MetricAPRWVOOWinner
Expense Ratio0.74%0.03%
AUM$202M$997.4B
Dividend Yield0.00%1.08%
Holdings5509
YTD Return+5.86%+12.25%
1Y Return+6.35%+20.92%
3Y Return (annualized)+9.92%+21.79%
5Y Return (annualized)+6.36%+13.05%
Volatility (annualized)5.7%14.1%
Max Drawdown-9.6%-34.3%
Fund FamilyAllianzIMVanguard (US)
CategoryAlternativeEquity
InceptionMay 28, 2020Sep 7, 2010

APRW vs VOO Performance

AllianzIM US Equity Buffer20 Apr ETF (APRW) is a ETF from AllianzIM and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year APRW returned +6.35% while VOO returned +20.92%. Year to date, APRW is up 5.86% versus a gain of 12.25% for VOO.

Over three years, APRW compounded at +9.92% per year against +21.79% for VOO; over five years the annualized figures are +6.36% and +13.05% respectively. Across the full 6-year window we track, VOO has the edge at +13.45% annualized vs +6.56%. 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 5.7% for APRW. 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 -9.6% for APRW 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 0.91. They move almost in lockstep, so holding both mostly duplicates the same exposure.

Fees and Cost Over Time

APRW charges 0.74% per year while VOO charges 0.03%. On a $10,000 position that is $74 vs $3 annually, a gap of $71 per year that compounds over a long holding period. On income, APRW currently yields 0.00% against 1.08% for VOO.

Frequently Asked Questions

Which is cheaper, APRW or VOO?

APRW has an expense ratio of 0.74% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $71 per year of difference.

Which performed better, APRW or VOO?

Over the past year APRW returned +6.35% vs +20.92% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (6 years), APRW annualized +6.56% vs +13.45% for VOO. Past performance does not guarantee future results.

Which is riskier, APRW or VOO?

VOO has been the more volatile fund at 14.1% annualized versus 5.7% for APRW. Worst drawdown: APRW -9.6% vs VOO -34.3%.

Should I hold both APRW and VOO?

APRW and VOO have a monthly-return correlation of 0.91, so they move almost identically. Holding both adds little diversification - most investors pick one, usually on fees or the specific index tracked.

Which pays a higher dividend, APRW or VOO?

APRW yields 0.00% while VOO yields 1.08%, so VOO currently pays the higher dividend yield.

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