CONY vs VOO

Quick Verdict

VOO has a lower expense ratio. VOO delivered stronger 1-year returns. VOO offers more diversification with 505 holdings.

Lower Fees: VOOHigher Returns: VOOMore Diversified: VOO

Side-by-Side Comparison

MetricCONYVOOWinner
Expense Ratio1.22%0.03%
AUM$368M$979.0B
Dividend Yield192.35%1.09%
Holdings23509
YTD Return-32.82%+13.79%
1Y Return-48.94%+23.01%
3Y Return (annualized)+4.79%+21.78%
5Y Return (annualized)-+13.39%
Volatility (annualized)60.5%14.1%
Max Drawdown-63.6%-34.3%
Fund FamilyYieldMax ETFVanguard (US)
CategoryAlternativeEquity
InceptionAug 14, 2023Sep 7, 2010

CONY vs VOO Performance

YieldMax COIN Option Income Strategy ETF (CONY) is a ETF from YieldMax ETF and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year CONY returned -48.94% while VOO returned +23.01%. Year to date, CONY is down 32.82% versus a gain of 13.79% for VOO.

Over three years, CONY compounded at +4.79% per year against +21.78% for VOO. Across the full 3-year window we track, VOO has the edge at +13.57% annualized vs +4.79%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

CONY has been the more volatile fund, with annualized monthly volatility of 60.5% 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 -63.6% for CONY 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 0.59. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

CONY charges 1.22% per year while VOO charges 0.03%. On a $10,000 position that is $122 vs $3 annually, a gap of $119 per year that compounds over a long holding period. On income, CONY currently yields 192.35% against 1.09% for VOO.

Holdings Overlap

0.0%overlap

CONY and VOO share 0 holdings out of 507 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, CONY or VOO?

CONY has an expense ratio of 1.22% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $119 per year of difference.

Which performed better, CONY or VOO?

Over the past year CONY returned -48.94% vs +23.01% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (3 years), CONY annualized +4.79% vs +13.57% for VOO. Past performance does not guarantee future results.

Which is riskier, CONY or VOO?

CONY has been the more volatile fund at 60.5% annualized versus 14.1% for VOO. Worst drawdown: CONY -63.6% vs VOO -34.3%.

Should I hold both CONY and VOO?

CONY and VOO have a monthly-return correlation of 0.59, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between CONY and VOO?

CONY and VOO share 0 common holdings with a 0.0% weight overlap. Combined, they hold 507 unique securities.

Which pays a higher dividend, CONY or VOO?

CONY yields 192.35% while VOO yields 1.09%, so CONY currently pays the higher dividend yield.

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