AUGU vs VOO

AUGU vs VOO

Which is better, AUGU or VOO?

Option Writing against Large Cap Blend.

VOO has a lower expense ratio. VOO led over 1Y and the full window. The two have moved almost in lockstep, correlation 0.99.

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

MetricAUGUVOO
Expense Ratio0.74%0.03%Best
AUM$41M$997.4B
Dividend Yield0.00%1.04%
Holdings4509
YTD Return+8.71%+12.37%Best
1Y Return+11.01%+16.61%Best
3Y Return (annualized)-+21.37%
5Y Return (annualized)-+13.49%
Volatility (annualized)9.6%Best12.4%
Max Drawdown-12.2%Best-18.7%
$10,000 over 2.1 years$12,873$14,338Best
Fund FamilyAllianzIMVanguard (US)
CategoryAlternativeEquity
StyleOption WritingLarge Cap Blend
InceptionJul 31, 2024Sep 7, 2010

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown, and the $10,000 over 2.1 years row, are measured over the window both funds cover: Aug 1, 2024 to Sep 18, 2026 (2.1 years).

AUGU 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 2.1 years both funds cover.

AUGU vs VOO Performance

AllianzIM US Equity Buffer15 Uncapped Aug ETF (AUGU) is an ETF from AllianzIM and Vanguard S&P 500 ETF (VOO) is an ETF from Vanguard (US). Over the past year AUGU returned +11.01% while VOO returned +16.61%. Year to date, AUGU is up 8.71% versus a gain of 12.37% for VOO.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

VOO has been the more volatile fund, with annualized monthly volatility of 12.4% compared with 9.6% for AUGU. 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 -12.2% for AUGU and -18.7% 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 0.99. They move almost in lockstep, so holding both mostly duplicates the same exposure.

Fees and Cost Over Time

AUGU 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, AUGU currently yields 0.00% against 1.04% for VOO.

You are not choosing between two funds in isolation.

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

AUGUVOO

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Frequently Asked Questions

Which is cheaper, AUGU or VOO?

AUGU has an expense ratio of 0.74% while VOO charges 0.03%. VOO is the cheaper option, by $71 a year on a $10,000 investment.

Which performed better, AUGU or VOO?

Over the past year AUGU returned +11.01% vs +16.61% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (2 years), AUGU annualized +12.78% vs +18.72% for VOO. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, AUGU or VOO?

VOO has been the more volatile fund at 12.4% annualized versus 9.6% for AUGU. Worst drawdown: AUGU -12.2% vs VOO -18.7%.

Should I hold both AUGU and VOO?

AUGU and VOO have a monthly-return correlation of 0.99, 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, AUGU or VOO?

AUGU yields 0.00% while VOO yields 1.04%, so VOO currently pays the higher dividend yield.

Is VOO better than AUGU?

VOO has a lower expense ratio. VOO led over 1Y and the full window. The two have moved almost in lockstep, correlation 0.99. Which one suits a particular account depends on what it is for. This is information, not a recommendation.