CLSM vs VOO
ETC Cabana Target Leading Sector Moderate ETF vs Vanguard S&P 500 ETF
Quick Verdict
VOO has a lower expense ratio. CLSM delivered stronger 1-year returns. VOO offers more diversification with 505 holdings.
Side-by-Side Comparison
| Metric | CLSM | VOO | Winner |
|---|---|---|---|
| Expense Ratio | 0.82% | 0.03% | |
| AUM | $94M | $979.0B | |
| Dividend Yield | 0.76% | 1.09% | |
| Holdings | 6 | 509 | |
| YTD Return | +18.87% | +13.72% | |
| 1Y Return | +24.83% | +21.63% | |
| 3Y Return (annualized) | +13.58% | +21.55% | |
| 5Y Return (annualized) | +3.71% | +13.26% | |
| Volatility (annualized) | 12.5% | 14.1% | |
| Max Drawdown | -27.8% | -34.3% | |
| Fund Family | The Cabana Group, LLC | Vanguard (US) | |
| Category | Allocation/Balanced | Equity | |
| Inception | Jul 12, 2021 | Sep 7, 2010 |
CLSM vs VOO Performance
ETC Cabana Target Leading Sector Moderate ETF (CLSM) is a ETF from The Cabana Group, LLC and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year CLSM returned +24.83% while VOO returned +21.63%. Year to date, CLSM is up 18.87% versus a gain of 13.72% for VOO.
Over three years, CLSM compounded at +13.58% per year against +21.55% for VOO; over five years the annualized figures are +3.71% and +13.26% respectively. Across the full 5-year window we track, VOO has the edge at +13.56% annualized vs +3.91%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
VOO has been the more volatile fund, with annualized monthly volatility of 14.1% compared with 12.5% for CLSM. 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 -27.8% for CLSM 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 0.73. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
CLSM charges 0.82% per year while VOO charges 0.03%. On a $10,000 position that is $82 vs $3 annually, a gap of $79 per year that compounds over a long holding period. On income, CLSM currently yields 0.76% against 1.09% for VOO.
Holdings Overlap
CLSM and VOO share 0 holdings out of 510 unique holdings combined, representing a 0.0% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, CLSM or VOO?
CLSM has an expense ratio of 0.82% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $79 per year of difference.
Which performed better, CLSM or VOO?
Over the past year CLSM returned +24.83% vs +21.63% for VOO, so CLSM leads on 1-year performance. Over the longest common window we track (5 years), CLSM annualized +3.91% vs +13.56% for VOO. Past performance does not guarantee future results.
Which is riskier, CLSM or VOO?
VOO has been the more volatile fund at 14.1% annualized versus 12.5% for CLSM. Worst drawdown: CLSM -27.8% vs VOO -34.3%.
Should I hold both CLSM and VOO?
CLSM and VOO have a monthly-return correlation of 0.73, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between CLSM and VOO?
CLSM and VOO share 0 common holdings with a 0.0% weight overlap. Combined, they hold 510 unique securities.
Which pays a higher dividend, CLSM or VOO?
CLSM yields 0.76% while VOO yields 1.09%, so VOO currently pays the higher dividend yield.
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