BABO 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

MetricBABOVOOWinner
Expense Ratio1.00%0.03%
AUM$17M$979.0B
Dividend Yield110.77%1.09%
Holdings11509
YTD Return-16.83%+13.79%
1Y Return+3.53%+23.01%
3Y Return (annualized)-+21.78%
5Y Return (annualized)-+13.39%
Volatility (annualized)41.5%14.1%
Max Drawdown-42.6%-34.3%
Fund FamilyYieldMax ETFVanguard (US)
CategoryAlternativeEquity
InceptionAug 7, 2024Sep 7, 2010

BABO vs VOO Performance

YieldMax BABA Option Income Strategy ETF (BABO) is a ETF from YieldMax ETF and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year BABO returned +3.53% while VOO returned +23.01%. Year to date, BABO is down 16.83% versus a gain of 13.79% for VOO.

Risk: Volatility and Drawdowns

BABO has been the more volatile fund, with annualized monthly volatility of 41.5% 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 -42.6% for BABO 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 0.17. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

BABO charges 1.00% per year while VOO charges 0.03%. On a $10,000 position that is $100 vs $3 annually, a gap of $97 per year that compounds over a long holding period. On income, BABO currently yields 110.77% against 1.09% for VOO.

Holdings Overlap

0.0%overlap

BABO and VOO share 0 holdings out of 508 unique holdings combined, representing a 0.0% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Frequently Asked Questions

Which is cheaper, BABO or VOO?

BABO has an expense ratio of 1.00% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $97 per year of difference.

Which performed better, BABO or VOO?

Over the past year BABO returned +3.53% vs +23.01% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (2 years), BABO annualized +13.18% vs +13.57% for VOO. Past performance does not guarantee future results.

Which is riskier, BABO or VOO?

BABO has been the more volatile fund at 41.5% annualized versus 14.1% for VOO. Worst drawdown: BABO -42.6% vs VOO -34.3%.

Should I hold both BABO and VOO?

BABO and VOO have a monthly-return correlation of 0.17, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between BABO and VOO?

BABO and VOO share 0 common holdings with a 0.0% weight overlap. Combined, they hold 508 unique securities.

Which pays a higher dividend, BABO or VOO?

BABO yields 110.77% while VOO yields 1.09%, so BABO currently pays the higher dividend yield.

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