COPY vs VOO
Tweedy, Browne Insider + Value ETF vs Vanguard S&P 500 ETF
Quick Verdict
VOO has a lower expense ratio. COPY delivered stronger 1-year returns. VOO offers more diversification with 509 holdings.
Side-by-Side Comparison
| Metric | COPY | VOO | Winner |
|---|---|---|---|
| Expense Ratio | 0.80% | 0.03% | |
| AUM | $420M | $997.4B | |
| Dividend Yield | 0.79% | 1.08% | |
| Holdings | 204 | 509 | |
| YTD Return | +21.35% | +12.13% | |
| 1Y Return | +31.89% | +20.36% | |
| 3Y Return (annualized) | - | +20.90% | |
| 5Y Return (annualized) | - | +12.59% | |
| Volatility (annualized) | 10.4% | 14.1% | |
| Max Drawdown | -14.1% | -34.3% | |
| Fund Family | Tweedy Browne Funds | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Dec 27, 2024 | Sep 7, 2010 |
COPY vs VOO Performance
Tweedy, Browne Insider + Value ETF (COPY) is a ETF from Tweedy Browne Funds and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year COPY returned +31.89% while VOO returned +20.36%. Year to date, COPY is up 21.35% versus a gain of 12.13% for VOO.
Risk: Volatility and Drawdowns
VOO has been the more volatile fund, with annualized monthly volatility of 14.1% compared with 10.4% 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 -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 0.61. They move independently enough that combining them can meaningfully diversify a portfolio.
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 0.79% against 1.08% for VOO.
Holdings Overlap
COPY and VOO share 19 holdings out of 650 unique holdings combined, representing a 2.4% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
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. On a $10,000 investment, that is $77 per year of difference.
Which performed better, COPY or VOO?
Over the past year COPY returned +31.89% vs +20.36% for VOO, so COPY leads on 1-year performance. Over the longest common window we track (2 years), COPY annualized +32.13% vs +13.41% for VOO. Past performance does not guarantee future results.
Which is riskier, COPY or VOO?
VOO has been the more volatile fund at 14.1% annualized versus 10.4% for COPY. Worst drawdown: COPY -14.1% vs VOO -34.3%.
Should I hold both COPY and VOO?
COPY and VOO have a monthly-return correlation of 0.61, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between COPY and VOO?
COPY and VOO share 19 common holdings with a 2.4% weight overlap. Combined, they hold 650 unique securities.
Which pays a higher dividend, COPY or VOO?
COPY yields 0.79% while VOO yields 1.08%, so VOO currently pays the higher dividend yield.
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