BEDZ vs VOO
AdvisorShares Hotel 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 | BEDZ | VOO | Winner |
|---|---|---|---|
| Expense Ratio | 0.99% | 0.03% | |
| AUM | $3M | $997.4B | |
| Dividend Yield | 2.06% | 1.08% | |
| Holdings | 25 | 509 | |
| YTD Return | +8.75% | +13.20% | |
| 1Y Return | +9.87% | +21.62% | |
| 3Y Return (annualized) | +13.95% | +22.16% | |
| 5Y Return (annualized) | +11.19% | +13.42% | |
| Volatility (annualized) | 22.5% | 14.1% | |
| Max Drawdown | -29.7% | -34.3% | |
| Fund Family | Advisor Shares | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Apr 20, 2021 | Sep 7, 2010 |
BEDZ vs VOO Performance
AdvisorShares Hotel ETF (BEDZ) is a ETF from Advisor Shares and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year BEDZ returned +9.87% while VOO returned +21.62%. Year to date, BEDZ is up 8.75% versus a gain of 13.20% for VOO.
Over three years, BEDZ compounded at +13.95% per year against +22.16% for VOO; over five years the annualized figures are +11.19% and +13.42% respectively. Across the full 5-year window we track, VOO has the edge at +13.51% annualized vs +7.93%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
BEDZ has been the more volatile fund, with annualized monthly volatility of 22.5% 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 -29.7% for BEDZ 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 0.74. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
BEDZ charges 0.99% per year while VOO charges 0.03%. On a $10,000 position that is $99 vs $3 annually, a gap of $96 per year that compounds over a long holding period. On income, BEDZ currently yields 2.06% against 1.08% for VOO.
Holdings Overlap
BEDZ and VOO share 9 holdings out of 520 unique holdings combined, representing a 0.7% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, BEDZ or VOO?
BEDZ has an expense ratio of 0.99% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $96 per year of difference.
Which performed better, BEDZ or VOO?
Over the past year BEDZ returned +9.87% vs +21.62% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (5 years), BEDZ annualized +7.93% vs +13.51% for VOO. Past performance does not guarantee future results.
Which is riskier, BEDZ or VOO?
BEDZ has been the more volatile fund at 22.5% annualized versus 14.1% for VOO. Worst drawdown: BEDZ -29.7% vs VOO -34.3%.
Should I hold both BEDZ and VOO?
BEDZ and VOO have a monthly-return correlation of 0.74, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between BEDZ and VOO?
BEDZ and VOO share 9 common holdings with a 0.7% weight overlap. Combined, they hold 520 unique securities.
Which pays a higher dividend, BEDZ or VOO?
BEDZ yields 2.06% while VOO yields 1.08%, so BEDZ currently pays the higher dividend yield.
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