BDRY vs VOO
Breakwave Dry Bulk Shipping ETF vs Vanguard S&P 500 ETF
Quick Verdict
VOO has a lower expense ratio. BDRY delivered stronger 1-year returns. VOO offers more diversification with 505 holdings.
Side-by-Side Comparison
| Metric | BDRY | VOO | Winner |
|---|---|---|---|
| Expense Ratio | 0.44% | 0.03% | |
| AUM | $28M | $979.0B | |
| Dividend Yield | 0.00% | 1.09% | |
| Holdings | 17 | 509 | |
| YTD Return | +62.65% | +13.80% | |
| 1Y Return | +77.55% | +23.71% | |
| 3Y Return (annualized) | +39.52% | +21.50% | |
| 5Y Return (annualized) | -12.25% | +13.44% | |
| Volatility (annualized) | 70.2% | 14.1% | |
| Max Drawdown | -89.2% | -34.3% | |
| Fund Family | ETFMG | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Mar 22, 2018 | Sep 7, 2010 |
BDRY vs VOO Performance
Breakwave Dry Bulk Shipping ETF (BDRY) is a ETF from ETFMG and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year BDRY returned +77.55% while VOO returned +23.71%. Year to date, BDRY is up 62.65% versus a gain of 13.80% for VOO.
Over three years, BDRY compounded at +39.52% per year against +21.50% for VOO; over five years the annualized figures are -12.25% and +13.44% respectively. Across the full 8-year window we track, VOO has the edge at +13.58% annualized vs -7.10%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
BDRY has been the more volatile fund, with annualized monthly volatility of 70.2% 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 -89.2% for BDRY 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 0.16. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
BDRY charges 0.44% per year while VOO charges 0.03%. On a $10,000 position that is $44 vs $3 annually, a gap of $41 per year that compounds over a long holding period. On income, BDRY currently yields 0.00% against 1.09% for VOO.
Holdings Overlap
BDRY and VOO share 0 holdings out of 506 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, BDRY or VOO?
BDRY has an expense ratio of 0.44% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $41 per year of difference.
Which performed better, BDRY or VOO?
Over the past year BDRY returned +77.55% vs +23.71% for VOO, so BDRY leads on 1-year performance. Over the longest common window we track (8 years), BDRY annualized -7.10% vs +13.58% for VOO. Past performance does not guarantee future results.
Which is riskier, BDRY or VOO?
BDRY has been the more volatile fund at 70.2% annualized versus 14.1% for VOO. Worst drawdown: BDRY -89.2% vs VOO -34.3%.
Should I hold both BDRY and VOO?
BDRY and VOO have a monthly-return correlation of 0.16, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between BDRY and VOO?
BDRY and VOO share 0 common holdings with a 0.0% weight overlap. Combined, they hold 506 unique securities.
Which pays a higher dividend, BDRY or VOO?
BDRY yields 0.00% while VOO yields 1.09%, so VOO currently pays the higher dividend yield.
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