CSTK vs VOO
Invesco Comstock Contrarian Equity ETF vs Vanguard S&P 500 ETF
Quick Verdict
VOO has a lower expense ratio. CSTK delivered stronger 1-year returns. VOO offers more diversification with 505 holdings.
Side-by-Side Comparison
| Metric | CSTK | VOO | Winner |
|---|---|---|---|
| Expense Ratio | 0.35% | 0.03% | |
| AUM | $175M | $979.0B | |
| Dividend Yield | 2.16% | 1.09% | |
| Holdings | 55 | 509 | |
| YTD Return | +15.76% | +13.44% | |
| 1Y Return | +25.70% | +22.62% | |
| 3Y Return (annualized) | - | +21.47% | |
| 5Y Return (annualized) | - | +13.27% | |
| Volatility (annualized) | 10.8% | 14.1% | |
| Max Drawdown | -9.3% | -34.3% | |
| Fund Family | Invesco (US) | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | May 7, 2025 | Sep 7, 2010 |
CSTK vs VOO Performance
Invesco Comstock Contrarian Equity ETF (CSTK) is a ETF from Invesco (US) and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year CSTK returned +25.70% while VOO returned +22.62%. Year to date, CSTK is up 15.76% versus a gain of 13.44% for VOO.
Risk: Volatility and Drawdowns
VOO has been the more volatile fund, with annualized monthly volatility of 14.1% compared with 10.8% for CSTK. 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 -9.3% for CSTK 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 0.79. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
CSTK charges 0.35% per year while VOO charges 0.03%. On a $10,000 position that is $35 vs $3 annually, a gap of $32 per year that compounds over a long holding period. On income, CSTK currently yields 2.16% against 1.09% for VOO.
Holdings Overlap
CSTK and VOO share 51 holdings out of 508 unique holdings combined, representing a 20.1% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, CSTK or VOO?
CSTK has an expense ratio of 0.35% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $32 per year of difference.
Which performed better, CSTK or VOO?
Over the past year CSTK returned +25.70% vs +22.62% for VOO, so CSTK leads on 1-year performance. Over the longest common window we track (1 years), CSTK annualized +28.32% vs +13.55% for VOO. Past performance does not guarantee future results.
Which is riskier, CSTK or VOO?
VOO has been the more volatile fund at 14.1% annualized versus 10.8% for CSTK. Worst drawdown: CSTK -9.3% vs VOO -34.3%.
Should I hold both CSTK and VOO?
CSTK and VOO have a monthly-return correlation of 0.79, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between CSTK and VOO?
CSTK and VOO share 51 common holdings with a 20.1% weight overlap. Combined, they hold 508 unique securities.
Which pays a higher dividend, CSTK or VOO?
CSTK yields 2.16% while VOO yields 1.09%, so CSTK currently pays the higher dividend yield.
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