BOUT vs VOO

Quick Verdict

VOO has a lower expense ratio. BOUT delivered stronger 1-year returns. VOO offers more diversification with 505 holdings.

Lower Fees: VOOHigher Returns: BOUTMore Diversified: VOO

Side-by-Side Comparison

MetricBOUTVOOWinner
Expense Ratio0.80%0.03%
AUM$16M$979.0B
Dividend Yield0.26%1.09%
Holdings48509
YTD Return+27.15%+13.79%
1Y Return+25.63%+23.01%
3Y Return (annualized)+14.21%+21.78%
5Y Return (annualized)+6.78%+13.39%
Volatility (annualized)21.6%14.1%
Max Drawdown-36.8%-34.3%
Fund FamilyCapital-FORCE ETFVanguard (US)
CategoryEquityEquity
InceptionSep 12, 2018Sep 7, 2010

BOUT vs VOO Performance

CapForce IBD Breakout Opportunities ETF (BOUT) is a ETF from Capital-FORCE ETF and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year BOUT returned +25.63% while VOO returned +23.01%. Year to date, BOUT is up 27.15% versus a gain of 13.79% for VOO.

Over three years, BOUT compounded at +14.21% per year against +21.78% for VOO; over five years the annualized figures are +6.78% and +13.39% respectively. Across the full 8-year window we track, VOO has the edge at +13.57% annualized vs +8.69%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

BOUT has been the more volatile fund, with annualized monthly volatility of 21.6% 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 -36.8% for BOUT 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 0.80. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

BOUT 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, BOUT currently yields 0.26% against 1.09% for VOO.

Holdings Overlap

12.7%overlap

BOUT and VOO share 23 holdings out of 529 unique holdings combined, representing a 12.7% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in BOUTWeight in VOODifference
AAPL2.18%6.59%4.41%
GOOGL3.24%3.25%0.01%
SNDK4.60%0.52%4.08%
JNJProProPro
GSProProPro
STLDProProPro
IBKRProProPro
INTCProProPro
IRMProProPro
LLYProProPro
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Frequently Asked Questions

Which is cheaper, BOUT or VOO?

BOUT 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, BOUT or VOO?

Over the past year BOUT returned +25.63% vs +23.01% for VOO, so BOUT leads on 1-year performance. Over the longest common window we track (8 years), BOUT annualized +8.69% vs +13.57% for VOO. Past performance does not guarantee future results.

Which is riskier, BOUT or VOO?

BOUT has been the more volatile fund at 21.6% annualized versus 14.1% for VOO. Worst drawdown: BOUT -36.8% vs VOO -34.3%.

Should I hold both BOUT and VOO?

BOUT and VOO have a monthly-return correlation of 0.80, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between BOUT and VOO?

BOUT and VOO share 23 common holdings with a 12.7% weight overlap. Combined, they hold 529 unique securities.

Which pays a higher dividend, BOUT or VOO?

BOUT yields 0.26% while VOO yields 1.09%, so VOO currently pays the higher dividend yield.

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