CZAR vs VOO
Themes Natural Monopoly ETF vs Vanguard S&P 500 ETF
Quick Verdict
VOO has a lower expense ratio. VOO delivered stronger 1-year returns. VOO offers more diversification with 509 holdings.
Side-by-Side Comparison
| Metric | CZAR | VOO | Winner |
|---|---|---|---|
| Expense Ratio | 0.35% | 0.03% | |
| AUM | $2M | $997.4B | |
| Dividend Yield | 1.42% | 1.08% | |
| Holdings | 218 | 509 | |
| YTD Return | +3.77% | +12.25% | |
| 1Y Return | +4.52% | +20.92% | |
| 3Y Return (annualized) | - | +21.79% | |
| 5Y Return (annualized) | - | +13.05% | |
| Volatility (annualized) | 9.6% | 14.1% | |
| Max Drawdown | -13.4% | -34.3% | |
| Fund Family | Themes ETFs | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Dec 13, 2023 | Sep 7, 2010 |
CZAR vs VOO Performance
Themes Natural Monopoly ETF (CZAR) is a ETF from Themes ETFs and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year CZAR returned +4.52% while VOO returned +20.92%. Year to date, CZAR is up 3.77% versus a gain of 12.25% for VOO.
Risk: Volatility and Drawdowns
VOO has been the more volatile fund, with annualized monthly volatility of 14.1% compared with 9.6% for CZAR. 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 -13.4% for CZAR 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 0.71. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
CZAR 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, CZAR currently yields 1.42% against 1.08% for VOO.
Holdings Overlap
CZAR and VOO share 45 holdings out of 554 unique holdings combined, representing a 15.4% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, CZAR or VOO?
CZAR 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, CZAR or VOO?
Over the past year CZAR returned +4.52% vs +20.92% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (3 years), CZAR annualized +11.86% vs +13.45% for VOO. Past performance does not guarantee future results.
Which is riskier, CZAR or VOO?
VOO has been the more volatile fund at 14.1% annualized versus 9.6% for CZAR. Worst drawdown: CZAR -13.4% vs VOO -34.3%.
Should I hold both CZAR and VOO?
CZAR and VOO have a monthly-return correlation of 0.71, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between CZAR and VOO?
CZAR and VOO share 45 common holdings with a 15.4% weight overlap. Combined, they hold 554 unique securities.
Which pays a higher dividend, CZAR or VOO?
CZAR yields 1.42% while VOO yields 1.08%, so CZAR currently pays the higher dividend yield.
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