BWET vs VOO
Breakwave Tanker Shipping ETF vs Vanguard S&P 500 ETF
Which is better, BWET or VOO?
Multi Alternative against Large Cap Blend.
VOO has a lower expense ratio. BWET led over 1Y, 3Y and the full window.
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
| Metric | BWET | VOO |
|---|---|---|
| Expense Ratio | 3.50% | 0.03%Best |
| AUM | $188M | $1.0T |
| Dividend Yield | 0.00% | 1.04% |
| Holdings | 18 | 506 |
| YTD Return | +4310.71%Best | +12.75% |
| 1Y Return | +5983.43%Best | +15.60% |
| 3Y Return (annualized) | +279.36%Best | +22.95% |
| 5Y Return (annualized) | - | +13.55% |
| Volatility (annualized) | 105.7% | 12.6%Best |
| Max Drawdown | -56.9% | -18.7%Best |
| $10,000 over 3.4 years | $583,128Best | $19,558 |
| Fund Family | ETFMG | Vanguard (US) |
| Category | Alternative | Equity |
| Style | Multi Alternative | Large Cap Blend |
| Inception | May 1, 2023 | Sep 7, 2010 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown, and the $10,000 over 3.4 years row, are measured over the window both funds cover: May 3, 2023 to Oct 1, 2026 (3.4 years).
BWET 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 is available from the range buttons; it is not the opening view here because over the whole period one of these two funds moves so much further than the other that its line would sit flat on the axis.
BWET vs VOO Performance
Breakwave Tanker Shipping ETF (BWET) is an ETF from ETFMG and Vanguard S&P 500 ETF (VOO) is an ETF from Vanguard (US). Over the past year BWET returned +5983.43% while VOO returned +15.60%. Year to date, BWET is up 4310.71% versus a gain of 12.75% for VOO.
Over three years, BWET compounded at +279.36% per year against +22.95% for VOO.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
BWET has been the more volatile fund, with annualized monthly volatility of 105.7% compared with 12.6% 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 -56.9% for BWET and -18.7% 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 -0.01. They move largely independently of each other.
Fees and Cost Over Time
BWET charges 3.50% per year while VOO charges 0.03%. On a $10,000 position that is $350 vs $3 annually, a gap of $347 per year that compounds over a long holding period. On income, BWET currently yields 0.00% against 1.04% for VOO.
You are not choosing between two funds in isolation.
Whichever of BWET and VOO you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, BWET or VOO?
BWET has an expense ratio of 3.50% while VOO charges 0.03%. VOO is the cheaper option, by $347 a year on a $10,000 investment.
Which performed better, BWET or VOO?
Over the past year BWET returned +5983.43% vs +15.60% for VOO, so BWET leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, BWET or VOO?
BWET has been the more volatile fund at 105.7% annualized versus 12.6% for VOO. Worst drawdown: BWET -56.9% vs VOO -18.7%.
Should I hold both BWET and VOO?
BWET and VOO have a monthly-return correlation of -0.01, 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, BWET or VOO?
BWET yields 0.00% while VOO yields 1.04%, so VOO currently pays the higher dividend yield.
Is VOO better than BWET?
VOO has a lower expense ratio. BWET led over 1Y, 3Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.