BRIF vs VOO

Quick Verdict

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

Lower Fees: VOOHigher Returns: VOOMore Diversified: VOO

Side-by-Side Comparison

MetricBRIFVOOWinner
Expense Ratio0.65%0.03%
AUM$154M$979.0B
Dividend Yield0.42%1.09%
Holdings48509
YTD Return+2.53%+13.72%
1Y Return+16.36%+21.63%
3Y Return (annualized)-+21.55%
5Y Return (annualized)-+13.26%
Volatility (annualized)9.2%14.1%
Max Drawdown-17.2%-34.3%
Fund FamilyFaith Investor ServicesVanguard (US)
CategoryEquityEquity
InceptionDec 20, 2024Sep 7, 2010

BRIF vs VOO Performance

FIS Bright Portfolios Focused Equity ETF (BRIF) is a ETF from Faith Investor Services and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year BRIF returned +16.36% while VOO returned +21.63%. Year to date, BRIF is up 2.53% versus a gain of 13.72% for VOO.

Risk: Volatility and Drawdowns

VOO has been the more volatile fund, with annualized monthly volatility of 14.1% compared with 9.2% for BRIF. 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 -17.2% for BRIF 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 0.93. They move almost in lockstep, so holding both mostly duplicates the same exposure.

Fees and Cost Over Time

BRIF charges 0.65% per year while VOO charges 0.03%. On a $10,000 position that is $65 vs $3 annually, a gap of $62 per year that compounds over a long holding period. On income, BRIF currently yields 0.42% against 1.09% for VOO.

Holdings Overlap

23.0%overlap

BRIF and VOO share 43 holdings out of 509 unique holdings combined, representing a 23.0% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in BRIFWeight in VOODifference
NVDA7.23%7.51%0.28%
AVGO3.33%2.77%0.56%
LLY4.57%1.47%3.10%
CSCOProProPro
ABBVProProPro
LIN:IEProProPro
CMIProProPro
MUProProPro
ALLProProPro
TJXProProPro
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Frequently Asked Questions

Which is cheaper, BRIF or VOO?

BRIF has an expense ratio of 0.65% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $62 per year of difference.

Which performed better, BRIF or VOO?

Over the past year BRIF returned +16.36% vs +21.63% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (1 years), BRIF annualized +19.18% vs +13.56% for VOO. Past performance does not guarantee future results.

Which is riskier, BRIF or VOO?

VOO has been the more volatile fund at 14.1% annualized versus 9.2% for BRIF. Worst drawdown: BRIF -17.2% vs VOO -34.3%.

Should I hold both BRIF and VOO?

BRIF and VOO have a monthly-return correlation of 0.93, so they move almost identically. Holding both adds little diversification - most investors pick one, usually on fees or the specific index tracked.

What is the holdings overlap between BRIF and VOO?

BRIF and VOO share 43 common holdings with a 23.0% weight overlap. Combined, they hold 509 unique securities.

Which pays a higher dividend, BRIF or VOO?

BRIF yields 0.42% while VOO yields 1.09%, so VOO currently pays the higher dividend yield.

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