ATFV vs VOO
Alger 35 ETF vs Vanguard S&P 500 ETF
Quick Verdict
VOO has a lower expense ratio. ATFV delivered stronger 1-year returns. VOO offers more diversification with 505 holdings.
Side-by-Side Comparison
| Metric | ATFV | VOO | Winner |
|---|---|---|---|
| Expense Ratio | 0.56% | 0.03% | |
| AUM | $213M | $979.0B | |
| Dividend Yield | 0.17% | 1.09% | |
| Holdings | 33 | 509 | |
| YTD Return | +12.95% | +13.44% | |
| 1Y Return | +23.95% | +22.62% | |
| 3Y Return (annualized) | +38.28% | +21.47% | |
| 5Y Return (annualized) | +13.27% | +13.27% | |
| Volatility (annualized) | 24.1% | 14.1% | |
| Max Drawdown | -45.3% | -34.3% | |
| Fund Family | Alger | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | May 4, 2021 | Sep 7, 2010 |
ATFV vs VOO Performance
Alger 35 ETF (ATFV) is a ETF from Alger and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year ATFV returned +23.95% while VOO returned +22.62%. Year to date, ATFV is up 12.95% versus a gain of 13.44% for VOO.
Over three years, ATFV compounded at +38.28% per year against +21.47% for VOO; over five years the annualized figures are +13.27% and +13.27% respectively. Across the full 5-year window we track, ATFV has the edge at +14.40% annualized vs +13.55%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
ATFV has been the more volatile fund, with annualized monthly volatility of 24.1% 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 -45.3% for ATFV 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 0.85. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
ATFV charges 0.56% per year while VOO charges 0.03%. On a $10,000 position that is $56 vs $3 annually, a gap of $53 per year that compounds over a long holding period. On income, ATFV currently yields 0.17% against 1.09% for VOO.
Holdings Overlap
ATFV and VOO share 13 holdings out of 524 unique holdings combined, representing a 24.2% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, ATFV or VOO?
ATFV has an expense ratio of 0.56% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $53 per year of difference.
Which performed better, ATFV or VOO?
Over the past year ATFV returned +23.95% vs +22.62% for VOO, so ATFV leads on 1-year performance. Over the longest common window we track (5 years), ATFV annualized +14.40% vs +13.55% for VOO. Past performance does not guarantee future results.
Which is riskier, ATFV or VOO?
ATFV has been the more volatile fund at 24.1% annualized versus 14.1% for VOO. Worst drawdown: ATFV -45.3% vs VOO -34.3%.
Should I hold both ATFV and VOO?
ATFV and VOO have a monthly-return correlation of 0.85, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between ATFV and VOO?
ATFV and VOO share 13 common holdings with a 24.2% weight overlap. Combined, they hold 524 unique securities.
Which pays a higher dividend, ATFV or VOO?
ATFV yields 0.17% while VOO yields 1.09%, so VOO currently pays the higher dividend yield.
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