BWTG vs VOO
Brendan Wood TopGun ETF vs Vanguard S&P 500 ETF
Quick Verdict
VOO has a lower expense ratio. VOO delivered stronger 1-year returns. VOO offers more diversification with 509 holdings.
Side-by-Side Comparison
| Metric | BWTG | VOO | Winner |
|---|---|---|---|
| Expense Ratio | 0.95% | 0.03% | |
| AUM | $21M | $997.4B | |
| Dividend Yield | 0.33% | 1.08% | |
| Holdings | 26 | 509 | |
| YTD Return | +6.98% | +12.25% | |
| 1Y Return | +13.83% | +20.92% | |
| 3Y Return (annualized) | - | +21.79% | |
| 5Y Return (annualized) | - | +13.05% | |
| Volatility (annualized) | 12.0% | 14.1% | |
| Max Drawdown | -13.2% | -34.3% | |
| Fund Family | Brendan Wood TopGun | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Nov 9, 2023 | Sep 7, 2010 |
BWTG vs VOO Performance
Brendan Wood TopGun ETF (BWTG) is a ETF from Brendan Wood TopGun and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year BWTG returned +13.83% while VOO returned +20.92%. Year to date, BWTG is up 6.98% versus a gain of 12.25% for VOO.
Risk: Volatility and Drawdowns
VOO has been the more volatile fund, with annualized monthly volatility of 14.1% compared with 12.0% for BWTG. 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 -13.2% for BWTG 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 0.85. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
BWTG charges 0.95% per year while VOO charges 0.03%. On a $10,000 position that is $95 vs $3 annually, a gap of $92 per year that compounds over a long holding period. On income, BWTG currently yields 0.33% against 1.08% for VOO.
Holdings Overlap
BWTG and VOO share 3 holdings out of 509 unique holdings combined, representing a 5.2% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, BWTG or VOO?
BWTG has an expense ratio of 0.95% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $92 per year of difference.
Which performed better, BWTG or VOO?
Over the past year BWTG returned +13.83% vs +20.92% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (3 years), BWTG annualized +20.69% vs +13.45% for VOO. Past performance does not guarantee future results.
Which is riskier, BWTG or VOO?
VOO has been the more volatile fund at 14.1% annualized versus 12.0% for BWTG. Worst drawdown: BWTG -13.2% vs VOO -34.3%.
Should I hold both BWTG and VOO?
BWTG and VOO have a monthly-return correlation of 0.85, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between BWTG and VOO?
BWTG and VOO share 3 common holdings with a 5.2% weight overlap. Combined, they hold 509 unique securities.
Which pays a higher dividend, BWTG or VOO?
BWTG yields 0.33% while VOO yields 1.08%, so VOO currently pays the higher dividend yield.
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