EASY vs VOO

EASY 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

MetricEASYVOOWinner
Expense Ratio0.85%0.03%
AUM$62M$997.4B
Dividend Yield0.78%1.08%
Holdings27509
YTD Return+8.33%+13.25%
1Y Return+7.93%+19.96%
3Y Return (annualized)-+21.27%
5Y Return (annualized)-+12.81%
Volatility (annualized)-14.1%
Max Drawdown-7.8%-34.3%
Fund FamilyLiberty One Investment Management, LLCVanguard (US)
CategoryEquityEquity
InceptionSep 30, 2025Sep 7, 2010

EASY vs VOO Performance

Liberty One Defensive Dividend Growth ETF (EASY) is a ETF from Liberty One Investment Management, LLC and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year EASY returned +7.93% while VOO returned +19.96%. Year to date, EASY is up 8.33% versus a gain of 13.25% for VOO.

Risk: Volatility and Drawdowns

The deepest peak-to-trough decline in our data was -7.8% for EASY and -34.3% for VOO. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.

Fees and Cost Over Time

EASY charges 0.85% per year while VOO charges 0.03%. On a $10,000 position that is $85 vs $3 annually, a gap of $82 per year that compounds over a long holding period. On income, EASY currently yields 0.78% against 1.08% for VOO.

Holdings Overlap

7.8%overlap

EASY and VOO share 20 holdings out of 507 unique holdings combined, representing a 7.8% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in EASYWeight in VOODifference
MSFT3.39%4.30%0.91%
JNJ5.36%0.95%4.41%
UNH5.69%0.59%5.10%
CAHProProPro
CASYProProPro
KOProProPro
WMProProPro
CBProProPro
PGProProPro
LNTProProPro
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Frequently Asked Questions

Which is cheaper, EASY or VOO?

EASY has an expense ratio of 0.85% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $82 per year of difference.

Which performed better, EASY or VOO?

Over the past year EASY returned +7.93% vs +19.96% for VOO, so VOO leads on 1-year performance. Past performance does not guarantee future results.

What is the holdings overlap between EASY and VOO?

EASY and VOO share 20 common holdings with a 7.8% weight overlap. Combined, they hold 507 unique securities.

Which pays a higher dividend, EASY or VOO?

EASY yields 0.78% while VOO yields 1.08%, so VOO currently pays the higher dividend yield.

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