BUL vs VOO

BUL vs VOO

Which is better, BUL or VOO?

Mid Cap Blend against Large Cap Blend.

VOO has a lower expense ratio. BUL led over 1Y, VOO over 3Y, 5Y and the full window. VOO is less concentrated, with 36.4% of the fund in its ten largest positions against 44.1%.

Lower Fees: VOOHigher Returns: splitLess Concentrated: 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

MetricBULVOO
Expense Ratio0.60%0.03%Best
AUM$143M$997.4B
Dividend Yield0.21%1.08%
Holdings51509
YTD Return+15.30%Best+13.37%
1Y Return+20.38%Best+20.08%
3Y Return (annualized)+20.94%+21.29%Best
5Y Return (annualized)+10.86%+12.89%Best
Volatility (annualized)19.7%16.4%Best
Max Drawdown-37.3%-34.3%Best
$10,000 over 5 years$16,745$18,335Best
Top 10 Weight44.1%36.4%Best
Fund FamilyPacer ETFsVanguard (US)
CategoryEquityEquity
StyleMid Cap BlendLarge Cap Blend
InceptionMay 2, 2019Sep 7, 2010

Volatility and max drawdown are measured over the window both funds cover: May 3, 2019 to Sep 4, 2026 (7.3 years).

BUL vs VOO growth

Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 7.3 years both funds cover.

BUL vs VOO Performance

Pacer US Cash Cows Growth ETF (BUL) is an ETF from Pacer ETFs and Vanguard S&P 500 ETF (VOO) is an ETF from Vanguard (US). Over the past year BUL returned +20.38% while VOO returned +20.08%. Year to date, BUL is up 15.30% versus a gain of 13.37% for VOO.

Over three years, BUL compounded at +20.94% per year against +21.29% for VOO; over five years the annualized figures are +10.86% and +12.89% respectively. Across the full 7-year window we track, VOO has the edge at +15.25% annualized vs +14.28%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

BUL has been the more volatile fund, with annualized monthly volatility of 19.7% compared with 16.4% 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 -37.3% for BUL 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 0.89. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

BUL charges 0.60% per year while VOO charges 0.03%. On a $10,000 position that is $60 vs $3 annually, a gap of $57 per year that compounds over a long holding period. On income, BUL currently yields 0.21% against 1.08% for VOO.

Holdings Overlap

BUL already in VOO49.8%
VOO already in BUL1.0%

49.8% of BUL's money is in holdings VOO also owns. 1.0% of VOO's money is in holdings BUL also owns.

The two portfolios partly overlap.

12 positions in common, counted across the 50 positions we hold weights for in BUL and 505 in VOO, against full books of 51 and 509.

What only one of them owns

Our book lists 485 positions for VOO that do not appear in our book for BUL (98.5% of the fund), and 37 for BUL that do not appear in VOO (46.7%).

Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.

Top Shared Holdings

StockWeight in BULWeight in VOODifference
BKNGBooking Holdings, Inc.5.59%0.21%5.38%
UBERUber Technologies Inc4.96%0.23%4.73%
HCAHca-the Healthcare Co4.91%0.09%4.82%
CCLCarnival Corporation Common Stock4.81%0.06%4.75%
NEMNewmont Corp Common4.63%0.15%4.48%
EXPEExpedia Group Inc (consumer Discretionary)4.66%0.05%4.61%
TPRTapestry Inc.3.92%0.05%3.87%
LVSLas Vegas Sands Corp.3.79%0.02%3.77%
VRSNVerisign Inc.3.39%0.03%3.36%
FSLRFirst Solar, Inc3.26%0.04%3.22%

49.8% of BUL is already inside VOO.

You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.

BULVOO

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Frequently Asked Questions

Which is cheaper, BUL or VOO?

BUL has an expense ratio of 0.60% while VOO charges 0.03%. VOO is the cheaper option, by $57 a year on a $10,000 investment.

Which performed better, BUL or VOO?

Over the past year BUL returned +20.38% vs +20.08% for VOO, so BUL leads on 1-year performance. Over the longest common window we track (7 years), BUL annualized +14.28% vs +15.25% for VOO. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, BUL or VOO?

BUL has been the more volatile fund at 19.7% annualized versus 16.4% for VOO. Worst drawdown: BUL -37.3% vs VOO -34.3%.

Should I hold both BUL and VOO?

BUL and VOO have a monthly-return correlation of 0.89, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.

What is the holdings overlap between BUL and VOO?

49.8% of BUL's money is in holdings VOO also owns. 1.0% of VOO's is in holdings BUL also owns. They hold 12 positions in common, counted across the 50 positions we hold weights for in BUL and 505 in VOO.

Which pays a higher dividend, BUL or VOO?

BUL yields 0.21% while VOO yields 1.08%, so VOO currently pays the higher dividend yield.

Is VOO better than BUL?

VOO has a lower expense ratio. BUL led over 1Y, VOO over 3Y, 5Y and the full window. VOO is less concentrated, with 36.4% of the fund in its ten largest positions against 44.1%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.