CVGD vs VOO

CVGD vs VOO

Which is better, CVGD or VOO?

VOO costs less.

VOO has a lower expense ratio.

Lower Fees: 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

MetricCVGDVOO
Expense Ratio0.50%0.03%Best
AUM$143M$997.4B
Dividend Yield0.26%1.08%
Holdings45509
YTD Return+6.40%+12.74%Best
1Y Return-+19.43%
3Y Return (annualized)-+21.18%
5Y Return (annualized)-+12.76%
Top 10 Weight36.4%Tie36.4%Tie
Fund FamilyCresAlta Investment Management, Inc.Vanguard (US)
CategoryEquityEquity
StyleLarge Cap BlendLarge Cap Blend
InceptionMay 18, 2026Sep 7, 2010

Not shown on this pair: Volatility (annualized), Max Drawdown, $10,000 over the window.

CVGD 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 is available from the range buttons; it is not the opening view here because over the whole period one of these two funds moves so much further than the other that its line would sit flat on the axis.

CVGD vs VOO Performance

CresAlta Global Dividend ETF (CVGD) is an ETF from CresAlta Investment Management, Inc. and Vanguard S&P 500 ETF (VOO) is an ETF from Vanguard (US). Year to date, CVGD is up 6.40% versus a gain of 12.74% for VOO.

Past performance does not guarantee future results.

Fees and Cost Over Time

CVGD 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, CVGD currently yields 0.26% against 1.08% for VOO.

Holdings Overlap

CVGD already in VOO49.5%
VOO already in CVGD6.8%

49.5% of CVGD's money is in holdings VOO also owns. 6.8% of VOO's money is in holdings CVGD also owns.

The two portfolios partly overlap.

22 positions in common, counted across the 44 positions we hold weights for in CVGD and 504 in VOO, against full books of 45 and 509.

What only one of them owns

Our book lists 473 positions for VOO that do not appear in our book for CVGD (92.6% of the fund), and 11 for CVGD that do not appear in VOO (27.4%).

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 CVGDWeight in VOODifference
MSFTMicrosoft Corp 4.100 Feb 06 372.50%4.30%1.80%
VZVerizon Communications Inc Com Usd13.79%0.27%3.52%
CVSCvs Health Corp.3.77%0.20%3.57%
ELV:BRElevance Health, Inc.3.66%0.13%3.53%
GILDGilead Sciences Inc3.13%0.24%2.89%
HBANHuntington Bancshares Inc./Oh3.28%0.06%3.22%
CRMSalesforce Inc.2.92%0.20%2.72%
SCHWCharles Schwab Corp.2.51%0.23%2.28%
DGDollar General Corp.2.51%0.04%2.47%
WLTWWillis Towers Watson Plc2.47%0.04%2.43%

49.5% of CVGD is already inside VOO.

You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.

CVGDVOO

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Frequently Asked Questions

Which is cheaper, CVGD or VOO?

CVGD 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.

What is the holdings overlap between CVGD and VOO?

49.5% of CVGD's money is in holdings VOO also owns. 6.8% of VOO's is in holdings CVGD also owns. They hold 22 positions in common, counted across the 44 positions we hold weights for in CVGD and 504 in VOO.

Which pays a higher dividend, CVGD or VOO?

CVGD yields 0.26% while VOO yields 1.08%, so VOO currently pays the higher dividend yield.

Is VOO better than CVGD?

VOO has a lower expense ratio. Which one suits a particular account depends on what it is for. This is information, not a recommendation.