EFFE vs VOO

EFFE vs VOO

Which is better, EFFE or VOO?

EFFE has been ahead.

VOO has a lower expense ratio. EFFE led over 1Y and the full window.

Lower Fees: VOOHigher Returns: EFFE

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

MetricEFFEVOO
Expense Ratio0.69%0.03%Best
AUM$148M$997.4B
Dividend Yield4.13%1.08%
Holdings99509
YTD Return+24.53%Best+13.37%
1Y Return+30.97%Best+20.08%
3Y Return (annualized)-+21.29%
5Y Return (annualized)-+12.89%
Volatility (annualized)19.2%12.6%Best
Max Drawdown-16.3%Best-18.7%
$10,000 over 1.7 years$15,372Best$13,403
Fund FamilyHarbor FundsVanguard (US)
CategoryEquityEquity
StyleLarge Cap BlendLarge Cap Blend
InceptionDec 17, 2024Sep 7, 2010

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown, and the $10,000 over 1.7 years row, are measured over the window both funds cover: Dec 19, 2024 to Sep 4, 2026 (1.7 years).

EFFE 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 1.7 years both funds cover.

EFFE vs VOO Performance

Harbor Osmosis Emerging Markets Resource Efficient ETF (EFFE) is an ETF from Harbor Funds and Vanguard S&P 500 ETF (VOO) is an ETF from Vanguard (US). Over the past year EFFE returned +30.97% while VOO returned +20.08%. Year to date, EFFE is up 24.53% versus a gain of 13.37% for VOO.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

EFFE has been the more volatile fund, with annualized monthly volatility of 19.2% compared with 12.6% 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 -16.3% for EFFE and -18.7% 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 0.69. They move together some of the time, and apart the rest.

Fees and Cost Over Time

EFFE charges 0.69% per year while VOO charges 0.03%. On a $10,000 position that is $69 vs $3 annually, a gap of $66 per year that compounds over a long holding period. On income, EFFE currently yields 4.13% against 1.08% for VOO.

Holdings Overlap

We hold position weights for 92 holdings in EFFE and 505 in VOO, totalling 110.0% and 99.9% of the two funds. The two books name no position in common, so there is no overlap percentage to show.

0 positions in common, counted across the 92 positions we hold weights for in EFFE and 505 in VOO, against full books of 99 and 509.

You are not choosing between two funds in isolation.

Whichever of EFFE and VOO you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

EFFEVOO

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, EFFE or VOO?

EFFE has an expense ratio of 0.69% while VOO charges 0.03%. VOO is the cheaper option, by $66 a year on a $10,000 investment.

Which performed better, EFFE or VOO?

Over the past year EFFE returned +30.97% vs +20.08% for VOO, so EFFE leads on 1-year performance. Over the longest common window we track (2 years), EFFE annualized +28.78% vs +18.80% for VOO. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, EFFE or VOO?

EFFE has been the more volatile fund at 19.2% annualized versus 12.6% for VOO. Worst drawdown: EFFE -16.3% vs VOO -18.7%.

Should I hold both EFFE and VOO?

EFFE and VOO have a monthly-return correlation of 0.69, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.

Which pays a higher dividend, EFFE or VOO?

EFFE yields 4.13% while VOO yields 1.08%, so EFFE currently pays the higher dividend yield.

Is VOO better than EFFE?

VOO has a lower expense ratio. EFFE led over 1Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.