ASGI vs VOO

ASGI vs VOO
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Quick Verdict

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

Lower Fees: VOOHigher Returns: ASGIMore Diversified: VOO

Side-by-Side Comparison

MetricASGIVOOWinner
Expense Ratio1.78%0.03%
AUM$695M$997.4B
Dividend Yield11.88%1.08%
Holdings73509
YTD Return+19.89%+12.95%
1Y Return+30.58%+20.69%
3Y Return (annualized)+27.20%+22.09%
5Y Return (annualized)+13.83%+13.40%
Volatility (annualized)19.1%14.1%
Max Drawdown-23.7%-34.3%
Fund FamilyAberdeenVanguard (US)
CategoryEquityEquity
InceptionJul 28, 2020Sep 7, 2010

ASGI vs VOO Performance

Abrdn Global Infrastructure Income Fund (ASGI) is a ETF from Aberdeen and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year ASGI returned +30.58% while VOO returned +20.69%. Year to date, ASGI is up 19.89% versus a gain of 12.95% for VOO.

Over three years, ASGI compounded at +27.20% per year against +22.09% for VOO; over five years the annualized figures are +13.83% and +13.40% respectively. Across the full 6-year window we track, ASGI has the edge at +14.20% annualized vs +13.50%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

ASGI has been the more volatile fund, with annualized monthly volatility of 19.1% 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 -23.7% for ASGI 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 0.69. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

ASGI charges 1.78% per year while VOO charges 0.03%. On a $10,000 position that is $178 vs $3 annually, a gap of $175 per year that compounds over a long holding period. On income, ASGI currently yields 11.88% against 1.08% for VOO.

Holdings Overlap

1.7%overlap

ASGI and VOO share 16 holdings out of 545 unique holdings combined, representing a 1.7% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in ASGIWeight in VOODifference
NEE2.47%0.28%2.19%
UNP2.10%0.25%1.85%
WMB2.12%0.14%1.98%
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Frequently Asked Questions

Which is cheaper, ASGI or VOO?

ASGI has an expense ratio of 1.78% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $175 per year of difference.

Which performed better, ASGI or VOO?

Over the past year ASGI returned +30.58% vs +20.69% for VOO, so ASGI leads on 1-year performance. Over the longest common window we track (6 years), ASGI annualized +14.20% vs +13.50% for VOO. Past performance does not guarantee future results.

Which is riskier, ASGI or VOO?

ASGI has been the more volatile fund at 19.1% annualized versus 14.1% for VOO. Worst drawdown: ASGI -23.7% vs VOO -34.3%.

Should I hold both ASGI and VOO?

ASGI and VOO have a monthly-return correlation of 0.69, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between ASGI and VOO?

ASGI and VOO share 16 common holdings with a 1.7% weight overlap. Combined, they hold 545 unique securities.

Which pays a higher dividend, ASGI or VOO?

ASGI yields 11.88% while VOO yields 1.08%, so ASGI currently pays the higher dividend yield.

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