COPY vs VOO
Tweedy, Browne Insider + Value ETF vs Vanguard S&P 500 ETF
Which is better, COPY or VOO?
Large Cap Value against Large Cap Blend.
VOO has a lower expense ratio. COPY led over 1Y 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 | COPY | VOO |
|---|---|---|
| Expense Ratio | 0.80% | 0.03%Best |
| AUM | $418M | $997.4B |
| Dividend Yield | 0.77% | 1.04% |
| Holdings | 204 | 509 |
| YTD Return | +19.82%Best | +14.14% |
| 1Y Return | +28.85%Best | +17.31% |
| 3Y Return (annualized) | - | +23.04% |
| 5Y Return (annualized) | - | +13.63% |
| Volatility (annualized) | 10.7%Best | 12.6% |
| Max Drawdown | -14.1%Best | -18.7% |
| $10,000 over 1.7 years | $15,615Best | $13,192 |
| Fund Family | Tweedy Browne Funds | Vanguard (US) |
| Category | Equity | Equity |
| Style | Large Cap Value | Large Cap Blend |
| Inception | Dec 27, 2024 | Sep 7, 2010 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown, and the $10,000 over 1.7 years row, are measured over the window both funds cover: Dec 27, 2024 to Sep 22, 2026 (1.7 years).
COPY 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 covers the 1.7 years both funds cover.
COPY vs VOO Performance
Tweedy, Browne Insider + Value ETF (COPY) is an ETF from Tweedy Browne Funds and Vanguard S&P 500 ETF (VOO) is an ETF from Vanguard (US). Over the past year COPY returned +28.85% while VOO returned +17.31%. Year to date, COPY is up 19.82% versus a gain of 14.14% for VOO.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
VOO has been the more volatile fund, with annualized monthly volatility of 12.6% compared with 10.7% for COPY. 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 -14.1% for COPY 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 0.58. They move together some of the time, and apart the rest.
Fees and Cost Over Time
COPY charges 0.80% per year while VOO charges 0.03%. On a $10,000 position that is $80 vs $3 annually, a gap of $77 per year that compounds over a long holding period. On income, COPY currently yields 0.77% against 1.04% for VOO.
Holdings Overlap
At least 3.3% of VOO's money is in holdings COPY also owns.
Stated as a floor: for COPY, our book for it covers 93.8% of that fund, so a holding it does not list is one we cannot count as shared. The real figure is this or higher.
VOO and COPY share little of their money.
14 positions in common, counted across the 158 positions we hold weights for in COPY and 494 in VOO, against full books of 204 and 509.
Top Shared Holdings
| Stock | Weight in COPY | Weight in VOO | Difference |
|---|---|---|---|
| BRK.BBerkshire Hathaway Inc Brk/B Us Equity | 0.44% | 1.46% | 1.02% |
| UNHUnitedhealth Group Incorporated | 0.43% | 0.58% | 0.15% |
| BMYBristol-Myers Squibb Co. | 0.69% | 0.21% | 0.48% |
| ADBEAdobe Systems | 0.68% | 0.16% | 0.52% |
| ELVElevance Health Inc | 0.70% | 0.13% | 0.57% |
| COPConocophillips Common Stock USD 0.01 | 0.57% | 0.23% | 0.34% |
| CICigna Corp. | 0.58% | 0.11% | 0.47% |
| ZTSZoetis Inc, Class A | 0.58% | 0.05% | 0.53% |
| UPSUnited Parcel Service, Inc | 0.47% | 0.12% | 0.35% |
| DVNDevon Energy Corporation | 0.45% | 0.08% | 0.37% |
You are not choosing between two funds in isolation.
Whichever of COPY 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, COPY or VOO?
COPY has an expense ratio of 0.80% while VOO charges 0.03%. VOO is the cheaper option, by $77 a year on a $10,000 investment.
Which performed better, COPY or VOO?
Over the past year COPY returned +28.85% vs +17.31% for VOO, so COPY leads on 1-year performance. Over the longest common window we track (2 years), COPY annualized +29.97% vs +17.70% for VOO. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, COPY or VOO?
VOO has been the more volatile fund at 12.6% annualized versus 10.7% for COPY. Worst drawdown: COPY -14.1% vs VOO -18.7%.
Should I hold both COPY and VOO?
COPY and VOO have a monthly-return correlation of 0.58, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
What is the holdings overlap between COPY and VOO?
At least 3.3% of VOO's money is in holdings COPY also owns. Our book for COPY is partial, so the real figure is this or higher. They hold 14 positions in common, counted across the 158 positions we hold weights for in COPY and 494 in VOO.
Which pays a higher dividend, COPY or VOO?
COPY yields 0.77% while VOO yields 1.04%, so VOO currently pays the higher dividend yield.
Is VOO better than COPY?
VOO has a lower expense ratio. COPY led over 1Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.