EGGQ vs VOO
NestYield Visionary ETF vs Vanguard S&P 500 ETF
Quick Verdict
VOO has a lower expense ratio. EGGQ delivered stronger 1-year returns. VOO offers more diversification with 509 holdings.
Side-by-Side Comparison
| Metric | EGGQ | VOO | Winner |
|---|---|---|---|
| Expense Ratio | 0.93% | 0.03% | |
| AUM | $86M | $997.4B | |
| Dividend Yield | 8.40% | 1.08% | |
| Holdings | 45 | 509 | |
| YTD Return | +25.93% | +14.27% | |
| 1Y Return | +29.54% | +21.79% | |
| 3Y Return (annualized) | - | +22.19% | |
| 5Y Return (annualized) | - | +13.28% | |
| Volatility (annualized) | 36.4% | 14.2% | |
| Max Drawdown | -33.6% | -34.3% | |
| Fund Family | NestYield | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Dec 26, 2024 | Sep 7, 2010 |
EGGQ vs VOO Performance
NestYield Visionary ETF (EGGQ) is a ETF from NestYield and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year EGGQ returned +29.54% while VOO returned +21.79%. Year to date, EGGQ is up 25.93% versus a gain of 14.27% for VOO.
Risk: Volatility and Drawdowns
EGGQ has been the more volatile fund, with annualized monthly volatility of 36.4% compared with 14.2% 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 -33.6% for EGGQ 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 0.74. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
EGGQ charges 0.93% per year while VOO charges 0.03%. On a $10,000 position that is $93 vs $3 annually, a gap of $90 per year that compounds over a long holding period. On income, EGGQ currently yields 8.40% against 1.08% for VOO.
Holdings Overlap
EGGQ and VOO share 15 holdings out of 512 unique holdings combined, representing a 10.7% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, EGGQ or VOO?
EGGQ has an expense ratio of 0.93% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $90 per year of difference.
Which performed better, EGGQ or VOO?
Over the past year EGGQ returned +29.54% vs +21.79% for VOO, so EGGQ leads on 1-year performance. Over the longest common window we track (2 years), EGGQ annualized +31.60% vs +13.59% for VOO. Past performance does not guarantee future results.
Which is riskier, EGGQ or VOO?
EGGQ has been the more volatile fund at 36.4% annualized versus 14.2% for VOO. Worst drawdown: EGGQ -33.6% vs VOO -34.3%.
Should I hold both EGGQ and VOO?
EGGQ and VOO have a monthly-return correlation of 0.74, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between EGGQ and VOO?
EGGQ and VOO share 15 common holdings with a 10.7% weight overlap. Combined, they hold 512 unique securities.
Which pays a higher dividend, EGGQ or VOO?
EGGQ yields 8.40% while VOO yields 1.08%, so EGGQ currently pays the higher dividend yield.
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