EDGE vs VOO
MRBL Enhanced Equity ETF vs Vanguard S&P 500 ETF
Quick Verdict
VOO has a lower expense ratio. EDGE delivered stronger 1-year returns. VOO offers more diversification with 505 holdings.
Side-by-Side Comparison
| Metric | EDGE | VOO | Winner |
|---|---|---|---|
| Expense Ratio | 0.74% | 0.03% | |
| AUM | $10M | $979.0B | |
| Dividend Yield | 0.00% | 1.09% | |
| Holdings | 5 | 509 | |
| YTD Return | +13.80% | +13.80% | |
| 1Y Return | +25.97% | +23.71% | |
| 3Y Return (annualized) | - | +21.50% | |
| 5Y Return (annualized) | - | +13.44% | |
| Volatility (annualized) | 11.9% | 14.1% | |
| Max Drawdown | -20.7% | -34.3% | |
| Fund Family | MRBL Management | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Jan 21, 2025 | Sep 7, 2010 |
EDGE vs VOO Performance
MRBL Enhanced Equity ETF (EDGE) is a ETF from MRBL Management and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year EDGE returned +25.97% while VOO returned +23.71%. Year to date, EDGE is up 13.80% versus a gain of 13.80% for VOO.
Risk: Volatility and Drawdowns
VOO has been the more volatile fund, with annualized monthly volatility of 14.1% compared with 11.9% for EDGE. 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 -20.7% for EDGE 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 0.96. They move almost in lockstep, so holding both mostly duplicates the same exposure.
Fees and Cost Over Time
EDGE charges 0.74% per year while VOO charges 0.03%. On a $10,000 position that is $74 vs $3 annually, a gap of $71 per year that compounds over a long holding period. On income, EDGE currently yields 0.00% against 1.09% for VOO.
Holdings Overlap
EDGE and VOO share 0 holdings out of 506 unique holdings combined, representing a 0.0% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, EDGE or VOO?
EDGE has an expense ratio of 0.74% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $71 per year of difference.
Which performed better, EDGE or VOO?
Over the past year EDGE returned +25.97% vs +23.71% for VOO, so EDGE leads on 1-year performance. Over the longest common window we track (2 years), EDGE annualized +17.84% vs +13.58% for VOO. Past performance does not guarantee future results.
Which is riskier, EDGE or VOO?
VOO has been the more volatile fund at 14.1% annualized versus 11.9% for EDGE. Worst drawdown: EDGE -20.7% vs VOO -34.3%.
Should I hold both EDGE and VOO?
EDGE and VOO have a monthly-return correlation of 0.96, so they move almost identically. Holding both adds little diversification - most investors pick one, usually on fees or the specific index tracked.
What is the holdings overlap between EDGE and VOO?
EDGE and VOO share 0 common holdings with a 0.0% weight overlap. Combined, they hold 506 unique securities.
Which pays a higher dividend, EDGE or VOO?
EDGE yields 0.00% while VOO yields 1.09%, so VOO currently pays the higher dividend yield.
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