DISO vs VOO

DISO 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

MetricDISOVOOWinner
Expense Ratio1.32%0.03%
AUM$4M$997.4B
Dividend Yield43.83%1.08%
Holdings30509
YTD Return-9.37%+12.95%
1Y Return-10.67%+20.69%
3Y Return (annualized)-+22.09%
5Y Return (annualized)-+13.40%
Volatility (annualized)22.2%14.1%
Max Drawdown-26.6%-34.3%
Fund FamilyYieldMax ETFVanguard (US)
CategoryAlternativeEquity
InceptionAug 24, 2023Sep 7, 2010

DISO vs VOO Performance

YieldMax DIS Option Income Strategy ETF (DISO) is a ETF from YieldMax ETF and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year DISO returned -10.67% while VOO returned +20.69%. Year to date, DISO is down 9.37% versus a gain of 12.95% for VOO.

Risk: Volatility and Drawdowns

DISO has been the more volatile fund, with annualized monthly volatility of 22.2% compared with 14.1% 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 -26.6% for DISO 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 0.63. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

DISO charges 1.32% per year while VOO charges 0.03%. On a $10,000 position that is $132 vs $3 annually, a gap of $129 per year that compounds over a long holding period. On income, DISO currently yields 43.83% against 1.08% for VOO.

Holdings Overlap

0.3%overlap

DISO and VOO share 1 holdings out of 510 unique holdings combined, representing a 0.3% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in DISOWeight in VOODifference
DIS1.09%0.26%0.83%

Frequently Asked Questions

Which is cheaper, DISO or VOO?

DISO has an expense ratio of 1.32% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $129 per year of difference.

Which performed better, DISO or VOO?

Over the past year DISO returned -10.67% vs +20.69% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (3 years), DISO annualized +4.73% vs +13.50% for VOO. Past performance does not guarantee future results.

Which is riskier, DISO or VOO?

DISO has been the more volatile fund at 22.2% annualized versus 14.1% for VOO. Worst drawdown: DISO -26.6% vs VOO -34.3%.

Should I hold both DISO and VOO?

DISO and VOO have a monthly-return correlation of 0.63, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between DISO and VOO?

DISO and VOO share 1 common holdings with a 0.3% weight overlap. Combined, they hold 510 unique securities.

Which pays a higher dividend, DISO or VOO?

DISO yields 43.83% while VOO yields 1.08%, so DISO currently pays the higher dividend yield.

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