BCUS vs VOO
Bancreek US Large Cap 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 | BCUS | VOO | Winner |
|---|---|---|---|
| Expense Ratio | 0.70% | 0.03% | |
| AUM | $159M | $997.4B | |
| Dividend Yield | 0.28% | 1.08% | |
| Holdings | 31 | 509 | |
| YTD Return | +9.45% | +13.49% | |
| 1Y Return | +9.61% | +20.64% | |
| 3Y Return (annualized) | - | +21.93% | |
| 5Y Return (annualized) | - | +12.95% | |
| Volatility (annualized) | 12.5% | 14.1% | |
| Max Drawdown | -18.2% | -34.3% | |
| Fund Family | Bancreek Capital Advisors | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Dec 20, 2023 | Sep 7, 2010 |
BCUS vs VOO Performance
Bancreek US Large Cap ETF (BCUS) is a ETF from Bancreek Capital Advisors and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year BCUS returned +9.61% while VOO returned +20.64%. Year to date, BCUS is up 9.45% versus a gain of 13.49% for VOO.
Risk: Volatility and Drawdowns
VOO has been the more volatile fund, with annualized monthly volatility of 14.1% compared with 12.5% for BCUS. 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 -18.2% for BCUS 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 0.78. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
BCUS charges 0.70% per year while VOO charges 0.03%. On a $10,000 position that is $70 vs $3 annually, a gap of $67 per year that compounds over a long holding period. On income, BCUS currently yields 0.28% against 1.08% for VOO.
Holdings Overlap
BCUS and VOO share 17 holdings out of 518 unique holdings combined, representing a 10.8% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, BCUS or VOO?
BCUS has an expense ratio of 0.70% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $67 per year of difference.
Which performed better, BCUS or VOO?
Over the past year BCUS returned +9.61% vs +20.64% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (3 years), BCUS annualized +14.06% vs +13.51% for VOO. Past performance does not guarantee future results.
Which is riskier, BCUS or VOO?
VOO has been the more volatile fund at 14.1% annualized versus 12.5% for BCUS. Worst drawdown: BCUS -18.2% vs VOO -34.3%.
Should I hold both BCUS and VOO?
BCUS and VOO have a monthly-return correlation of 0.78, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between BCUS and VOO?
BCUS and VOO share 17 common holdings with a 10.8% weight overlap. Combined, they hold 518 unique securities.
Which pays a higher dividend, BCUS or VOO?
BCUS yields 0.28% while VOO yields 1.08%, so VOO currently pays the higher dividend yield.
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