BTEC vs VOO

BTEC vs VOO

Which is better, BTEC or VOO?

Mid Cap Growth against Large Cap Blend.

VOO has a lower expense ratio. VOO led over 1Y and the full window.

Lower Fees: VOOHigher Returns: VOO

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

MetricBTECVOO
Expense Ratio0.42%0.03%Best
AUM$16M$1.0T
Dividend Yield0.00%1.04%
Holdings268506
Volatility (annualized)27.4%15.9%Best
Max Drawdown-62.9%-34.3%Best
$10,000 over 8.3 years$15,756$29,070Best
Fund FamilyPrincipal FundsVanguard (US)
CategoryEquityEquity
StyleMid Cap GrowthLarge Cap Blend
InceptionAug 19, 2016Sep 7, 2010

Not shown on this pair: YTD Return, 1Y Return, 3Y Return (annualized), 5Y Return (annualized), Top 10 Weight.

The two price series end 686 days apart, so a return over any period would be measuring two different stretches of market. Those rows are withheld. BTEC has data through Nov 22, 2024 and VOO through Oct 9, 2026.

Volatility and max drawdown, and the $10,000 over 8.3 years row, are measured over the window both funds cover: Aug 22, 2016 to Nov 22, 2024 (8.3 years).

Risk: Volatility and Drawdowns

BTEC has been the more volatile fund, with annualized monthly volatility of 27.4% compared with 15.9% 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 -62.9% for BTEC 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 0.63. They move together some of the time, and apart the rest.

Fees and Cost Over Time

BTEC charges 0.42% per year while VOO charges 0.03%. On a $10,000 position that is $42 vs $3 annually, a gap of $39 per year that compounds over a long holding period. On income, BTEC currently yields 0.00% against 1.04% for VOO.

You are not choosing between two funds in isolation.

Whichever of BTEC and VOO you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

BTECVOO

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, BTEC or VOO?

BTEC has an expense ratio of 0.42% while VOO charges 0.03%. VOO is the cheaper option, by $39 a year on a $10,000 investment.

Which is riskier, BTEC or VOO?

BTEC has been the more volatile fund at 27.4% annualized versus 15.9% for VOO. Worst drawdown: BTEC -62.9% vs VOO -34.3%.

Should I hold both BTEC and VOO?

BTEC and VOO have a monthly-return correlation of 0.63, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.

Which pays a higher dividend, BTEC or VOO?

BTEC yields 0.00% while VOO yields 1.04%, so VOO currently pays the higher dividend yield.

Is VOO better than BTEC?

VOO has a lower expense ratio. VOO led over 1Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.