BOUT vs VOO
CapForce IBD Breakout Opportunities ETF vs Vanguard S&P 500 ETF
Which is better, BOUT or VOO?
Mid Cap Growth against Large Cap Blend.
VOO has a lower expense ratio. VOO led over 1Y, 3Y, 5Y and the full window. VOO is less concentrated, with 36.4% of the fund in its ten largest positions against 64.8%.
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 | BOUT | VOO |
|---|---|---|
| Expense Ratio | 0.80% | 0.03%Best |
| AUM | $15M | $997.4B |
| Dividend Yield | 0.27% | 1.08% |
| Holdings | 27 | 509 |
| YTD Return | +22.94%Best | +13.37% |
| 1Y Return | +17.65% | +20.08%Best |
| 3Y Return (annualized) | +12.86% | +21.29%Best |
| 5Y Return (annualized) | +5.31% | +12.89%Best |
| Volatility (annualized) | 21.6% | 16.8%Best |
| Max Drawdown | -36.8% | -34.3%Best |
| $10,000 over 5 years | $12,952 | $18,335Best |
| Top 10 Weight | 64.8% | 36.4%Best |
| Fund Family | Capital-FORCE ETF | Vanguard (US) |
| Category | Equity | Equity |
| Style | Mid Cap Growth | Large Cap Blend |
| Inception | Sep 12, 2018 | Sep 7, 2010 |
Volatility and max drawdown are measured over the window both funds cover: Sep 13, 2018 to Sep 4, 2026 (8 years).
BOUT 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 8 years both funds cover.
BOUT vs VOO Performance
CapForce IBD Breakout Opportunities ETF (BOUT) is an ETF from Capital-FORCE ETF and Vanguard S&P 500 ETF (VOO) is an ETF from Vanguard (US). Over the past year BOUT returned +17.65% while VOO returned +20.08%. Year to date, BOUT is up 22.94% versus a gain of 13.37% for VOO.
Over three years, BOUT compounded at +12.86% per year against +21.29% for VOO; over five years the annualized figures are +5.31% and +12.89% respectively. Across the full 8-year window we track, VOO has the edge at +14.10% annualized vs +8.15%.
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 16.8% 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 what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.79. 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 0.27% against 1.08% for VOO.
Holdings Overlap
28.4% of BOUT's money is in holdings VOO also owns. 1.2% of VOO's money is in holdings BOUT also owns.
BOUT and VOO share little of their money.
7 positions in common, counted across the 26 positions we hold weights for in BOUT and 505 in VOO, against full books of 27 and 509.
What only one of them owns
Our book lists 490 positions for VOO that do not appear in our book for BOUT (98.3% of the fund), and 14 for BOUT that do not appear in VOO (57.6%).
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
| Stock | Weight in BOUT | Weight in VOO | Difference |
|---|---|---|---|
| USBUS Bancorp | 7.02% | 0.15% | 6.87% |
| TPRTapestry Inc. | 6.32% | 0.05% | 6.27% |
| PNCPnc Financial Services Group Inc. | 6.01% | 0.15% | 5.86% |
| BACBank of America Corp.: Financials | 4.03% | 0.58% | 3.45% |
| BKBank Of New York Mellon Corp | 2.01% | 0.15% | 1.86% |
| RJFRaymond James Financial Inc. | 2.02% | 0.04% | 1.98% |
| GRMNGarminltd. | 1.02% | 0.06% | 0.96% |
28.4% of BOUT 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.
Free for up to 10 holdings. No account needed.
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, by $77 a year on a $10,000 investment.
Which performed better, BOUT or VOO?
Over the past year BOUT returned +17.65% vs +20.08% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (8 years), BOUT annualized +8.15% vs +14.10% for VOO. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, BOUT or VOO?
BOUT has been the more volatile fund at 21.6% annualized versus 16.8% 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 0.79, 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 BOUT and VOO?
28.4% of BOUT's money is in holdings VOO also owns. 1.2% of VOO's is in holdings BOUT also owns. They hold 7 positions in common, counted across the 26 positions we hold weights for in BOUT and 505 in VOO.
Which pays a higher dividend, BOUT or VOO?
BOUT yields 0.27% while VOO yields 1.08%, so VOO currently pays the higher dividend yield.
Is VOO better than BOUT?
VOO has a lower expense ratio. VOO led over 1Y, 3Y, 5Y and the full window. VOO is less concentrated, with 36.4% of the fund in its ten largest positions against 64.8%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.