BESF vs VOO
Bastion Energy ETF vs Vanguard S&P 500 ETF
Quick Verdict
VOO has a lower expense ratio. BESF delivered stronger 1-year returns. VOO offers more diversification with 509 holdings.
Side-by-Side Comparison
| Metric | BESF | VOO | Winner |
|---|---|---|---|
| Expense Ratio | 0.80% | 0.03% | |
| AUM | $34M | $997.4B | |
| Dividend Yield | 5.85% | 1.08% | |
| Holdings | 21 | 509 | |
| YTD Return | +17.17% | +13.20% | |
| 1Y Return | +61.06% | +21.62% | |
| 3Y Return (annualized) | - | +22.16% | |
| 5Y Return (annualized) | - | +13.42% | |
| Volatility (annualized) | 16.3% | 14.1% | |
| Max Drawdown | -11.0% | -34.3% | |
| Fund Family | EA Series Trust | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Jun 3, 2025 | Sep 7, 2010 |
BESF vs VOO Performance
Bastion Energy ETF (BESF) is a ETF from EA Series Trust and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year BESF returned +61.06% while VOO returned +21.62%. Year to date, BESF is up 17.17% versus a gain of 13.20% for VOO.
Risk: Volatility and Drawdowns
BESF has been the more volatile fund, with annualized monthly volatility of 16.3% 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 -11.0% for BESF 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 -0.25. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
BESF charges 0.80% per year while VOO charges 0.03%. On a $10,000 position that is $80 vs $3 annually, a gap of $77 per year that compounds over a long holding period. On income, BESF currently yields 5.85% against 1.08% for VOO.
Holdings Overlap
BESF and VOO share 7 holdings out of 520 unique holdings combined, representing a 0.5% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, BESF or VOO?
BESF has an expense ratio of 0.80% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $77 per year of difference.
Which performed better, BESF or VOO?
Over the past year BESF returned +61.06% vs +21.62% for VOO, so BESF leads on 1-year performance. Over the longest common window we track (1 years), BESF annualized +56.05% vs +13.51% for VOO. Past performance does not guarantee future results.
Which is riskier, BESF or VOO?
BESF has been the more volatile fund at 16.3% annualized versus 14.1% for VOO. Worst drawdown: BESF -11.0% vs VOO -34.3%.
Should I hold both BESF and VOO?
BESF and VOO have a monthly-return correlation of -0.25, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between BESF and VOO?
BESF and VOO share 7 common holdings with a 0.5% weight overlap. Combined, they hold 520 unique securities.
Which pays a higher dividend, BESF or VOO?
BESF yields 5.85% while VOO yields 1.08%, so BESF currently pays the higher dividend yield.
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