EBIZ vs VOO

EBIZ vs VOO

Which is better, EBIZ or VOO?

Large Cap Growth against Large Cap Blend.

VOO has a lower expense ratio. VOO led over 1Y, 3Y, 5Y and the full window. VOO is less concentrated, with 37.6% of the fund in its ten largest positions against 43.4%.

Lower Fees: VOOHigher Returns: VOOLess 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

MetricEBIZVOO
Expense Ratio0.50%0.03%Best
AUM$28M$997.4B
Dividend Yield0.51%1.04%
Holdings42509
YTD Return-11.78%+14.14%Best
1Y Return-18.76%+17.31%Best
3Y Return (annualized)+17.42%+23.04%Best
5Y Return (annualized)-1.38%+13.63%Best
Volatility (annualized)27.3%16.8%Best
Max Drawdown-61.6%-34.3%Best
$10,000 over 5 years$9,329$18,944Best
Top 10 Weight43.4%37.6%Best
Fund FamilyGlobal X by mirae AssetVanguard (US)
CategoryEquityEquity
StyleLarge Cap GrowthLarge Cap Blend
InceptionNov 27, 2018Sep 7, 2010

Volatility and max drawdown are measured over the window both funds cover: Nov 30, 2018 to Sep 22, 2026 (7.8 years).

EBIZ 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 7.8 years both funds cover.

EBIZ vs VOO Performance

Global X E-commerce ETF (EBIZ) 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 EBIZ returned -18.76% while VOO returned +17.31%. Year to date, EBIZ is down 11.78% versus a gain of 14.14% for VOO.

Over three years, EBIZ compounded at +17.42% per year against +23.04% for VOO; over five years the annualized figures are -1.38% and +13.63% respectively. Across the full 8-year window we track, VOO has the edge at +15.29% annualized vs +8.38%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

EBIZ has been the more volatile fund, with annualized monthly volatility of 27.3% compared with 16.8% 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 -61.6% for EBIZ and -34.3% 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 0.76. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

EBIZ 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, EBIZ currently yields 0.51% against 1.04% for VOO.

Holdings Overlap

EBIZ already in VOO38.1%
VOO already in EBIZ4.7%

38.1% of EBIZ's money is in holdings VOO also owns. 4.7% of VOO's money is in holdings EBIZ also owns.

The two portfolios partly overlap.

9 positions in common, counted across the 40 positions we hold weights for in EBIZ and 494 in VOO, against full books of 42 and 509.

What only one of them owns

Our book lists 478 positions for VOO that do not appear in our book for EBIZ (94.5% of the fund), and 17 for EBIZ that do not appear in VOO (26.3%).

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 EBIZWeight in VOODifference
AMZNAmazon.Com Inc4.02%4.13%0.11%
EXPEExpedia Group Inc (consumer Discretionary)4.58%0.05%4.53%
BKNGBooking Holdings, Inc.4.30%0.23%4.07%
CSGPCostar Group Inc.4.51%0.02%4.49%
GDDYGodaddy Inc. Class A4.43%0.02%4.41%
DPZDomino's Pizza Inc4.40%0.02%4.38%
CVNACarvana Co4.11%0.07%4.04%
WSMWilliams-sonoma Inc4.01%0.04%3.97%
EBAYEbay Inc.3.74%0.08%3.66%

38.1% of EBIZ 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.

EBIZVOO

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Frequently Asked Questions

Which is cheaper, EBIZ or VOO?

EBIZ 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, EBIZ or VOO?

Over the past year EBIZ returned -18.76% vs +17.31% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (8 years), EBIZ annualized +8.38% vs +15.29% for VOO. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, EBIZ or VOO?

EBIZ has been the more volatile fund at 27.3% annualized versus 16.8% for VOO. Worst drawdown: EBIZ -61.6% vs VOO -34.3%.

Should I hold both EBIZ and VOO?

EBIZ and VOO have a monthly-return correlation of 0.76, 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 EBIZ and VOO?

38.1% of EBIZ's money is in holdings VOO also owns. 4.7% of VOO's is in holdings EBIZ also owns. They hold 9 positions in common, counted across the 40 positions we hold weights for in EBIZ and 494 in VOO.

Which pays a higher dividend, EBIZ or VOO?

EBIZ yields 0.51% while VOO yields 1.04%, so VOO currently pays the higher dividend yield.

Is VOO better than EBIZ?

VOO has a lower expense ratio. VOO led over 1Y, 3Y, 5Y and the full window. VOO is less concentrated, with 37.6% of the fund in its ten largest positions against 43.4%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.