BRKW vs VOO

BRKW vs VOO
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Quick Verdict

VOO has a lower expense ratio. VOO delivered stronger 1-year returns. VOO offers more diversification with 509 holdings.

Lower Fees: VOOHigher Returns: VOOMore Diversified: VOO

Side-by-Side Comparison

MetricBRKWVOOWinner
Expense Ratio1.00%0.03%
AUM$15M$997.4B
Dividend Yield22.81%1.08%
Holdings5509
YTD Return-7.24%+12.87%
1Y Return-9.35%+21.15%
3Y Return (annualized)-+20.93%
5Y Return (annualized)-+12.76%
Volatility (annualized)17.2%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 -9.35% while VOO returned +21.15%. Year to date, BRKW is down 7.24% versus a gain of 12.87% for VOO.

Risk: Volatility and Drawdowns

BRKW has been the more volatile fund, with annualized monthly volatility of 17.2% 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 -0.11. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

BRKW charges 1.00% per year while VOO charges 0.03%. On a $10,000 position that is $100 vs $3 annually, a gap of $97 per year that compounds over a long holding period. On income, BRKW currently yields 22.81% against 1.08% for VOO.

Holdings Overlap

0.8%overlap

BRKW and VOO share 1 holdings out of 506 unique holdings combined, representing a 0.8% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in BRKWWeight in VOODifference
BRK.B0.85%1.42%0.57%

Frequently Asked Questions

Which is cheaper, BRKW or VOO?

BRKW has an expense ratio of 1.00% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $97 per year of difference.

Which performed better, BRKW or VOO?

Over the past year BRKW returned -9.35% vs +21.15% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (1 years), BRKW annualized -4.87% vs +13.46% for VOO. Past performance does not guarantee future results.

Which is riskier, BRKW or VOO?

BRKW has been the more volatile fund at 17.2% 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 -0.11, 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 0.8% weight overlap. Combined, they hold 506 unique securities.

Which pays a higher dividend, BRKW or VOO?

BRKW yields 22.81% while VOO yields 1.08%, so BRKW currently pays the higher dividend yield.

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