BZQ vs VOO

BZQ 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

MetricBZQVOOWinner
Expense Ratio0.95%0.03%
AUM$3M$997.4B
Dividend Yield6.94%1.08%
Holdings6509
YTD Return-19.87%+12.25%
1Y Return-45.80%+20.92%
3Y Return (annualized)-24.10%+21.79%
5Y Return (annualized)-26.35%+13.05%
Volatility (annualized)58.3%14.1%
Max Drawdown-99.8%-34.3%
Fund FamilyProSharesVanguard (US)
CategoryAlternativeEquity
InceptionJun 16, 2009Sep 7, 2010

BZQ vs VOO Performance

ProShares UltraShort MSCI Brazil Capped (BZQ) is a ETF from ProShares and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year BZQ returned -45.80% while VOO returned +20.92%. Year to date, BZQ is down 19.87% versus a gain of 12.25% for VOO.

Over three years, BZQ compounded at -24.10% per year against +21.79% for VOO; over five years the annualized figures are -26.35% and +13.05% respectively. Across the full 16-year window we track, VOO has the edge at +13.45% annualized vs -28.89%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

BZQ has been the more volatile fund, with annualized monthly volatility of 58.3% 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 -99.8% for BZQ 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 -0.44. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

BZQ 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, BZQ currently yields 6.94% against 1.08% for VOO.

Frequently Asked Questions

Which is cheaper, BZQ or VOO?

BZQ 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, BZQ or VOO?

Over the past year BZQ returned -45.80% vs +20.92% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (16 years), BZQ annualized -28.89% vs +13.45% for VOO. Past performance does not guarantee future results.

Which is riskier, BZQ or VOO?

BZQ has been the more volatile fund at 58.3% annualized versus 14.1% for VOO. Worst drawdown: BZQ -99.8% vs VOO -34.3%.

Should I hold both BZQ and VOO?

BZQ and VOO have a monthly-return correlation of -0.44, so combining them can provide real diversification depending on your allocation goals.

Which pays a higher dividend, BZQ or VOO?

BZQ yields 6.94% while VOO yields 1.08%, so BZQ currently pays the higher dividend yield.

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