AZTD vs VOO
Aztlan Global Stock Selection DM SMID ETF vs Vanguard S&P 500 ETF
Quick Verdict
VOO has a lower expense ratio. VOO delivered stronger 1-year returns. VOO offers more diversification with 509 holdings.
Side-by-Side Comparison
| Metric | AZTD | VOO | Winner |
|---|---|---|---|
| Expense Ratio | 0.75% | 0.03% | |
| AUM | $40M | $997.4B | |
| Dividend Yield | 0.93% | 1.08% | |
| Holdings | 55 | 509 | |
| YTD Return | +12.90% | +13.20% | |
| 1Y Return | +16.45% | +21.62% | |
| 3Y Return (annualized) | +17.44% | +22.16% | |
| 5Y Return (annualized) | - | +13.42% | |
| Volatility (annualized) | 16.7% | 14.1% | |
| Max Drawdown | -16.8% | -34.3% | |
| Fund Family | Aztlan Equity Management, LLC | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Aug 17, 2022 | Sep 7, 2010 |
AZTD vs VOO Performance
Aztlan Global Stock Selection DM SMID ETF (AZTD) is a ETF from Aztlan Equity Management, LLC and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year AZTD returned +16.45% while VOO returned +21.62%. Year to date, AZTD is up 12.90% versus a gain of 13.20% for VOO.
Over three years, AZTD compounded at +17.44% per year against +22.16% for VOO. Across the full 4-year window we track, VOO has the edge at +13.51% annualized vs +13.48%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
AZTD has been the more volatile fund, with annualized monthly volatility of 16.7% 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 -16.8% for AZTD 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 0.80. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
AZTD charges 0.75% per year while VOO charges 0.03%. On a $10,000 position that is $75 vs $3 annually, a gap of $72 per year that compounds over a long holding period. On income, AZTD currently yields 0.93% against 1.08% for VOO.
Holdings Overlap
Frequently Asked Questions
Which is cheaper, AZTD or VOO?
AZTD has an expense ratio of 0.75% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $72 per year of difference.
Which performed better, AZTD or VOO?
Over the past year AZTD returned +16.45% vs +21.62% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (4 years), AZTD annualized +13.48% vs +13.51% for VOO. Past performance does not guarantee future results.
Which is riskier, AZTD or VOO?
AZTD has been the more volatile fund at 16.7% annualized versus 14.1% for VOO. Worst drawdown: AZTD -16.8% vs VOO -34.3%.
Should I hold both AZTD and VOO?
AZTD and VOO have a monthly-return correlation of 0.80, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between AZTD and VOO?
AZTD and VOO share 2 common holdings with a 0.1% weight overlap. Combined, they hold 554 unique securities.
Which pays a higher dividend, AZTD or VOO?
AZTD yields 0.93% while VOO yields 1.08%, so VOO currently pays the higher dividend yield.
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