CTEC vs VOO

CTEC vs VOO

Which is better, CTEC or VOO?

All Cap Blend against Large Cap Blend.

VOO has a lower expense ratio. CTEC led over 1Y, VOO over 3Y, 5Y and the full window. VOO is less concentrated, with 36.4% of the fund in its ten largest positions against 58.6%.

Lower Fees: VOOHigher Returns: splitLess Concentrated: VOO

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

MetricCTECVOO
Expense Ratio0.50%0.03%Best
AUM$26M$997.4B
Dividend Yield0.66%1.08%
Holdings45509
YTD Return+4.19%+13.37%Best
1Y Return+35.38%Best+20.08%
3Y Return (annualized)-0.92%+21.29%Best
5Y Return (annualized)-9.80%+12.89%Best
Volatility (annualized)39.3%15.4%Best
Max Drawdown-81.6%-24.5%Best
$10,000 over 5 years$5,971$18,335Best
Top 10 Weight58.6%36.4%Best
Fund FamilyGlobal X by mirae AssetVanguard (US)
CategoryEquityEquity
StyleAll Cap BlendLarge Cap Blend
InceptionOct 27, 2020Sep 7, 2010

Volatility and max drawdown are measured over the window both funds cover: Oct 29, 2020 to Sep 4, 2026 (5.8 years).

CTEC 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 5.8 years both funds cover.

CTEC vs VOO Performance

Global X ClimateTech ETF (CTEC) is an ETF from Global X by mirae Asset and Vanguard S&P 500 ETF (VOO) is an ETF from Vanguard (US). Over the past year CTEC returned +35.38% while VOO returned +20.08%. Year to date, CTEC is up 4.19% versus a gain of 13.37% for VOO.

Over three years, CTEC compounded at -0.92% per year against +21.29% for VOO; over five years the annualized figures are -9.80% and +12.89% respectively. Across the full 6-year window we track, VOO has the edge at +17.15% annualized vs -4.08%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

CTEC has been the more volatile fund, with annualized monthly volatility of 39.3% compared with 15.4% 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 -81.6% for CTEC and -24.5% 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 0.60. They move together some of the time, and apart the rest.

Fees and Cost Over Time

CTEC charges 0.50% per year while VOO charges 0.03%. On a $10,000 position that is $50 vs $3 annually, a gap of $47 per year that compounds over a long holding period. On income, CTEC currently yields 0.66% against 1.08% for VOO.

Holdings Overlap

CTEC already in VOO7.4%

7.4% of CTEC's money is in holdings VOO also owns.

CTEC and VOO share little of their money.

1 positions in common, counted across the 40 positions we hold weights for in CTEC and 504 in VOO, against full books of 45 and 509.

What only one of them owns

Our book lists 493 positions for VOO that do not appear in our book for CTEC (99.3% of the fund), and 14 for CTEC that do not appear in VOO (35.0%).

Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.

Top Shared Holdings

StockWeight in CTECWeight in VOODifference
FSLRFirst Solar, Inc7.43%0.04%7.39%

You are not choosing between two funds in isolation.

Whichever of CTEC and VOO you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

CTECVOO

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Frequently Asked Questions

Which is cheaper, CTEC or VOO?

CTEC has an expense ratio of 0.50% while VOO charges 0.03%. VOO is the cheaper option, by $47 a year on a $10,000 investment.

Which performed better, CTEC or VOO?

Over the past year CTEC returned +35.38% vs +20.08% for VOO, so CTEC leads on 1-year performance. Over the longest common window we track (6 years), CTEC annualized -4.08% vs +17.15% for VOO. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, CTEC or VOO?

CTEC has been the more volatile fund at 39.3% annualized versus 15.4% for VOO. Worst drawdown: CTEC -81.6% vs VOO -24.5%.

Should I hold both CTEC and VOO?

CTEC and VOO have a monthly-return correlation of 0.60, 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 CTEC and VOO?

7.4% of CTEC's money is in holdings VOO also owns. 0.0% of VOO's is in holdings CTEC also owns. They hold 1 positions in common, counted across the 40 positions we hold weights for in CTEC and 504 in VOO.

Which pays a higher dividend, CTEC or VOO?

CTEC yields 0.66% while VOO yields 1.08%, so VOO currently pays the higher dividend yield.

Is VOO better than CTEC?

VOO has a lower expense ratio. CTEC led over 1Y, VOO over 3Y, 5Y and the full window. VOO is less concentrated, with 36.4% of the fund in its ten largest positions against 58.6%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.