BRKW 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

MetricBRKWVOOWinner
Expense Ratio0.99%0.03%
AUM$15M$979.0B
Dividend Yield24.79%1.09%
Holdings5509
YTD Return-5.11%+13.72%
1Y Return-0.43%+21.63%
3Y Return (annualized)-+21.55%
5Y Return (annualized)-+13.26%
Volatility (annualized)17.0%14.1%
Max Drawdown-14.5%-34.3%
Fund FamilyRoundhill InvestmentsVanguard (US)
CategoryEquityEquity
InceptionJun 18, 2025Sep 7, 2010

BRKW vs VOO Performance

Roundhill BRKB WeeklyPay ETF (BRKW) is a ETF from Roundhill Investments and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year BRKW returned -0.43% while VOO returned +21.63%. Year to date, BRKW is down 5.11% versus a gain of 13.72% for VOO.

Risk: Volatility and Drawdowns

BRKW has been the more volatile fund, with annualized monthly volatility of 17.0% 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 -14.5% for BRKW 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 -0.10. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

BRKW charges 0.99% per year while VOO charges 0.03%. On a $10,000 position that is $99 vs $3 annually, a gap of $96 per year that compounds over a long holding period. On income, BRKW currently yields 24.79% against 1.09% for VOO.

Holdings Overlap

1.4%overlap

BRKW and VOO share 1 holdings out of 506 unique holdings combined, representing a 1.4% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in BRKWWeight in VOODifference
BRK.B7.83%1.42%6.41%

Frequently Asked Questions

Which is cheaper, BRKW or VOO?

BRKW has an expense ratio of 0.99% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $96 per year of difference.

Which performed better, BRKW or VOO?

Over the past year BRKW returned -0.43% vs +21.63% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (1 years), BRKW annualized -3.19% vs +13.56% for VOO. Past performance does not guarantee future results.

Which is riskier, BRKW or VOO?

BRKW has been the more volatile fund at 17.0% annualized versus 14.1% for VOO. Worst drawdown: BRKW -14.5% vs VOO -34.3%.

Should I hold both BRKW and VOO?

BRKW and VOO have a monthly-return correlation of -0.10, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between BRKW and VOO?

BRKW and VOO share 1 common holdings with a 1.4% weight overlap. Combined, they hold 506 unique securities.

Which pays a higher dividend, BRKW or VOO?

BRKW yields 24.79% while VOO yields 1.09%, so BRKW currently pays the higher dividend yield.

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