BESF vs VOO
Bastion Energy ETF vs Vanguard S&P 500 ETF
Which is better, BESF or VOO?
Mid Cap Value against Large Cap Blend.
VOO has a lower expense ratio. BESF led over 1Y and the full window. VOO is less concentrated, with 37.6% of the fund in its ten largest positions against 54.2%.
MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.
Side-by-Side Comparison
| Metric | BESF | VOO |
|---|---|---|
| Expense Ratio | 0.80% | 0.03%Best |
| AUM | $32M | $1.0T |
| Dividend Yield | 5.56% | 1.04% |
| Holdings | 46 | 506 |
| YTD Return | +8.30% | +12.75%Best |
| 1Y Return | +30.23%Best | +15.60% |
| 3Y Return (annualized) | - | +22.95% |
| 5Y Return (annualized) | - | +13.55% |
| Volatility (annualized) | 19.7% | 11.6%Best |
| Max Drawdown | -12.9% | -8.9%Best |
| $10,000 over 1.3 years | $15,681Best | $12,984 |
| Top 10 Weight | 54.2% | 37.6%Best |
| Fund Family | EA Series Trust | Vanguard (US) |
| Category | Equity | Equity |
| Style | Mid Cap Value | Large Cap Blend |
| Inception | Jun 3, 2025 | Sep 7, 2010 |
Volatility and max drawdown, and the $10,000 over 1.3 years row, are measured over the window both funds cover: Jun 4, 2025 to Oct 1, 2026 (1.3 years).
BESF vs VOO growth
Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 1.3 years both funds cover.
BESF vs VOO Performance
Bastion Energy ETF (BESF) is an ETF from EA Series Trust and Vanguard S&P 500 ETF (VOO) is an ETF from Vanguard (US). Over the past year BESF returned +30.23% while VOO returned +15.60%. Year to date, BESF is up 8.30% versus a gain of 12.75% for VOO.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
BESF has been the more volatile fund, with annualized monthly volatility of 19.7% compared with 11.6% 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 -12.9% for BESF and -8.9% for VOO. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at -0.08. They move largely independently of each other.
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 5.56% against 1.04% for VOO.
Holdings Overlap
31.1% of BESF's money is in holdings VOO also owns. 0.5% of VOO's money is in holdings BESF also owns.
The two portfolios partly overlap.
The two holdings books were reported 46 days apart, BESF as of Sep 15, 2026 and VOO as of Jul 31, 2026, so some of the difference between them is the time between the two reports rather than the funds.
7 positions in common, counted across the 22 positions we hold weights for in BESF and 494 in VOO, against full books of 46 and 506.
What only one of them owns
Our book lists 480 positions for VOO that do not appear in our book for BESF (98.6% of the fund), and 15 for BESF that do not appear in VOO (68.9%).
Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.
Top Shared Holdings
31.1% of BESF is already inside VOO.
You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.
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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, by $77 a year on a $10,000 investment.
Which performed better, BESF or VOO?
Over the past year BESF returned +30.23% vs +15.60% for VOO, so BESF leads on 1-year performance. Over the longest common window we track (1 years), BESF annualized +41.35% vs +22.25% for VOO. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, BESF or VOO?
BESF has been the more volatile fund at 19.7% annualized versus 11.6% for VOO. Worst drawdown: BESF -12.9% vs VOO -8.9%.
Should I hold both BESF and VOO?
BESF and VOO have a monthly-return correlation of -0.08, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
What is the holdings overlap between BESF and VOO?
31.1% of BESF's money is in holdings VOO also owns. 0.5% of VOO's is in holdings BESF also owns. They hold 7 positions in common, counted across the 22 positions we hold weights for in BESF and 494 in VOO.
Which pays a higher dividend, BESF or VOO?
BESF yields 5.56% while VOO yields 1.04%, so BESF currently pays the higher dividend yield.
Is VOO better than BESF?
VOO has a lower expense ratio. BESF led over 1Y and the full window. VOO is less concentrated, with 37.6% of the fund in its ten largest positions against 54.2%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.