APRZ vs VOO

APRZ vs VOO

Which is better, APRZ or VOO?

All Cap Blend against Large Cap Blend.

VOO has a lower expense ratio. VOO led over 1Y, 3Y, 5Y and the full window. The two have moved almost in lockstep, correlation 0.98.

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

MetricAPRZVOO
Expense Ratio0.79%0.03%Best
AUM$33M$997.4B
Dividend Yield3.09%1.04%
Holdings13509
YTD Return+7.29%+11.55%Best
1Y Return+7.77%+17.54%Best
3Y Return (annualized)+13.50%+20.71%Best
5Y Return (annualized)+9.61%+12.80%Best
Volatility (annualized)11.5%Best15.3%
Max Drawdown-18.1%Best-24.5%
$10,000 over 5 years$15,822$18,262Best
Fund FamilyTrueSharesVanguard (US)
CategoryEquityEquity
StyleAll Cap BlendLarge Cap Blend
InceptionMar 31, 2021Sep 7, 2010

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown are measured over the window both funds cover: Apr 1, 2021 to Sep 10, 2026 (5.4 years).

APRZ 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 5.4 years both funds cover.

APRZ vs VOO Performance

Trueshares Structured Outcome (April) ETF (APRZ) is an ETF from TrueShares and Vanguard S&P 500 ETF (VOO) is an ETF from Vanguard (US). Over the past year APRZ returned +7.77% while VOO returned +17.54%. Year to date, APRZ is up 7.29% versus a gain of 11.55% for VOO.

Over three years, APRZ compounded at +13.50% per year against +20.71% for VOO; over five years the annualized figures are +9.61% and +12.80% respectively.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

VOO has been the more volatile fund, with annualized monthly volatility of 15.3% compared with 11.5% for APRZ. 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 -18.1% for APRZ and -24.5% 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 0.98. They move almost in lockstep, so holding both mostly duplicates the same exposure.

Fees and Cost Over Time

APRZ 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, APRZ currently yields 3.09% against 1.04% for VOO.

Holdings Overlap

We hold position weights for 1 holding in APRZ and 505 in VOO, totalling 0.1% and 99.9% of the two funds. The two books name no position in common, so there is no overlap percentage to show.

0 positions in common, counted across the 1 positions we hold weights for in APRZ and 505 in VOO, against full books of 13 and 509.

You are not choosing between two funds in isolation.

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

APRZVOO

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, APRZ or VOO?

APRZ 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, APRZ or VOO?

Over the past year APRZ returned +7.77% 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, APRZ or VOO?

VOO has been the more volatile fund at 15.3% annualized versus 11.5% for APRZ. Worst drawdown: APRZ -18.1% vs VOO -24.5%.

Should I hold both APRZ and VOO?

APRZ and VOO have a monthly-return correlation of 0.98, so they move almost identically. What is left to separate them is the fee and the index each one tracks. This is information, not a recommendation.

Which pays a higher dividend, APRZ or VOO?

APRZ yields 3.09% while VOO yields 1.04%, so APRZ currently pays the higher dividend yield.

Is VOO better than APRZ?

VOO has a lower expense ratio. VOO led over 1Y, 3Y, 5Y and the full window. The two have moved almost in lockstep, correlation 0.98. Which one suits a particular account depends on what it is for. This is information, not a recommendation.