BPH vs VOO
BPH vs VOO
BP P.L.C. ADRhedged vs Vanguard S&P 500 ETF
Quick Verdict
VOO has a lower expense ratio. BPH delivered stronger 1-year returns. VOO offers more diversification with 505 holdings.
Side-by-Side Comparison
| Metric | BPH | VOO | Winner |
|---|---|---|---|
| Expense Ratio | 0.19% | 0.03% | |
| AUM | $2M | $979.0B | |
| Dividend Yield | 2.70% | 1.09% | |
| Holdings | 2 | 509 | |
| YTD Return | +17.47% | +13.80% | |
| 1Y Return | +25.57% | +23.71% | |
| 3Y Return (annualized) | - | +21.50% | |
| 5Y Return (annualized) | - | +13.44% | |
| Volatility (annualized) | 35.4% | 14.1% | |
| Max Drawdown | -26.3% | -34.3% | |
| Fund Family | ADRH | Vanguard (US) | |
| Category | Alternative | Equity | |
| Inception | Jan 3, 2025 | Sep 7, 2010 |
BPH vs VOO Performance
BP P.L.C. ADRhedged (BPH) is a ETF from ADRH and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year BPH returned +25.57% while VOO returned +23.71%. Year to date, BPH is up 17.47% versus a gain of 13.80% for VOO.
Risk: Volatility and Drawdowns
BPH has been the more volatile fund, with annualized monthly volatility of 35.4% 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 -26.3% for BPH 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 -0.20. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
BPH charges 0.19% per year while VOO charges 0.03%. On a $10,000 position that is $19 vs $3 annually, a gap of $16 per year that compounds over a long holding period. On income, BPH currently yields 2.70% against 1.09% for VOO.
Holdings Overlap
BPH and VOO share 0 holdings out of 506 unique holdings combined, representing a 0.0% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, BPH or VOO?
BPH has an expense ratio of 0.19% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $16 per year of difference.
Which performed better, BPH or VOO?
Over the past year BPH returned +25.57% vs +23.71% for VOO, so BPH leads on 1-year performance. Over the longest common window we track (2 years), BPH annualized +17.33% vs +13.58% for VOO. Past performance does not guarantee future results.
Which is riskier, BPH or VOO?
BPH has been the more volatile fund at 35.4% annualized versus 14.1% for VOO. Worst drawdown: BPH -26.3% vs VOO -34.3%.
Should I hold both BPH and VOO?
BPH and VOO have a monthly-return correlation of -0.20, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between BPH and VOO?
BPH and VOO share 0 common holdings with a 0.0% weight overlap. Combined, they hold 506 unique securities.
Which pays a higher dividend, BPH or VOO?
BPH yields 2.70% while VOO yields 1.09%, so BPH currently pays the higher dividend yield.
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