AUGT vs VOO

Quick Verdict

VOO has a lower expense ratio. VOO delivered stronger 1-year returns. VOO offers more diversification with 505 holdings.

Lower Fees: VOOHigher Returns: VOOMore Diversified: VOO

Side-by-Side Comparison

MetricAUGTVOOWinner
Expense Ratio0.74%0.03%
AUM$30M$979.0B
Dividend Yield0.00%1.09%
Holdings5509
YTD Return+10.12%+13.79%
1Y Return+16.28%+23.01%
3Y Return (annualized)+16.96%+21.78%
5Y Return (annualized)-+13.39%
Volatility (annualized)8.5%14.1%
Max Drawdown-13.1%-34.3%
Fund FamilyAllianzIMVanguard (US)
CategoryAlternativeEquity
InceptionJul 31, 2023Sep 7, 2010

AUGT vs VOO Performance

AllianzIM US Equity Buffer10 Aug ETF (AUGT) is a ETF from AllianzIM and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year AUGT returned +16.28% while VOO returned +23.01%. Year to date, AUGT is up 10.12% versus a gain of 13.79% for VOO.

Over three years, AUGT compounded at +16.96% per year against +21.78% for VOO. Across the full 3-year window we track, AUGT has the edge at +16.11% annualized vs +13.57%. 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 8.5% for AUGT. 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 -13.1% for AUGT 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 0.98. They move almost in lockstep, so holding both mostly duplicates the same exposure.

Fees and Cost Over Time

AUGT 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, AUGT currently yields 0.00% against 1.09% for VOO.

Frequently Asked Questions

Which is cheaper, AUGT or VOO?

AUGT 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, AUGT or VOO?

Over the past year AUGT returned +16.28% vs +23.01% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (3 years), AUGT annualized +16.11% vs +13.57% for VOO. Past performance does not guarantee future results.

Which is riskier, AUGT or VOO?

VOO has been the more volatile fund at 14.1% annualized versus 8.5% for AUGT. Worst drawdown: AUGT -13.1% vs VOO -34.3%.

Should I hold both AUGT and VOO?

AUGT and VOO have a monthly-return correlation of 0.98, 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, AUGT or VOO?

AUGT yields 0.00% while VOO yields 1.09%, so VOO currently pays the higher dividend yield.

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