CPII vs VOO

CPII 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

MetricCPIIVOOWinner
Expense Ratio0.70%0.03%
AUM$12M$997.4B
Dividend Yield4.63%1.08%
Holdings16509
YTD Return+1.13%+12.68%
1Y Return+2.04%+21.87%
3Y Return (annualized)-+22.06%
5Y Return (annualized)-+12.95%
Volatility (annualized)5.0%14.1%
Max Drawdown-6.4%-34.3%
Fund FamilyAmerican Beacon FundsVanguard (US)
CategoryFixed IncomeEquity
InceptionJun 28, 2022Sep 7, 2010

CPII vs VOO Performance

American Beacon Ionic Inflation Protection ETF (CPII) is a ETF from American Beacon Funds and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year CPII returned +2.04% while VOO returned +21.87%. Year to date, CPII is up 1.13% versus a gain of 12.68% for VOO.

Risk: Volatility and Drawdowns

VOO has been the more volatile fund, with annualized monthly volatility of 14.1% compared with 5.0% for CPII. 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 -6.4% for CPII 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 -0.18. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

CPII charges 0.70% per year while VOO charges 0.03%. On a $10,000 position that is $70 vs $3 annually, a gap of $67 per year that compounds over a long holding period. On income, CPII currently yields 4.63% against 1.08% for VOO.

Holdings Overlap

0.0%overlap

CPII and VOO share 0 holdings out of 513 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, CPII or VOO?

CPII has an expense ratio of 0.70% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $67 per year of difference.

Which performed better, CPII or VOO?

Over the past year CPII returned +2.04% vs +21.87% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (3 years), CPII annualized +3.69% vs +13.47% for VOO. Past performance does not guarantee future results.

Which is riskier, CPII or VOO?

VOO has been the more volatile fund at 14.1% annualized versus 5.0% for CPII. Worst drawdown: CPII -6.4% vs VOO -34.3%.

Should I hold both CPII and VOO?

CPII and VOO have a monthly-return correlation of -0.18, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between CPII and VOO?

CPII and VOO share 0 common holdings with a 0.0% weight overlap. Combined, they hold 513 unique securities.

Which pays a higher dividend, CPII or VOO?

CPII yields 4.63% while VOO yields 1.08%, so CPII currently pays the higher dividend yield.

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