EGGY vs VOO
NestYield Dynamic Income ETF vs Vanguard S&P 500 ETF
Quick Verdict
VOO has a lower expense ratio. EGGY delivered stronger 1-year returns. VOO offers more diversification with 509 holdings.
Side-by-Side Comparison
| Metric | EGGY | VOO | Winner |
|---|---|---|---|
| Expense Ratio | 0.92% | 0.03% | |
| AUM | $162M | $997.4B | |
| Dividend Yield | 38.31% | 1.08% | |
| Holdings | 44 | 509 | |
| YTD Return | +21.01% | +12.95% | |
| 1Y Return | +21.23% | +20.69% | |
| 3Y Return (annualized) | - | +22.09% | |
| 5Y Return (annualized) | - | +13.40% | |
| Volatility (annualized) | 33.7% | 14.1% | |
| Max Drawdown | -33.6% | -34.3% | |
| Fund Family | NestYield | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Dec 26, 2024 | Sep 7, 2010 |
EGGY vs VOO Performance
NestYield Dynamic Income ETF (EGGY) is a ETF from NestYield and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year EGGY returned +21.23% while VOO returned +20.69%. Year to date, EGGY is up 21.01% versus a gain of 12.95% for VOO.
Risk: Volatility and Drawdowns
EGGY has been the more volatile fund, with annualized monthly volatility of 33.7% compared with 14.1% 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 EGGY 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 0.70. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
EGGY charges 0.92% per year while VOO charges 0.03%. On a $10,000 position that is $92 vs $3 annually, a gap of $89 per year that compounds over a long holding period. On income, EGGY currently yields 38.31% against 1.08% for VOO.
Holdings Overlap
EGGY and VOO share 14 holdings out of 512 unique holdings combined, representing a 10.2% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, EGGY or VOO?
EGGY has an expense ratio of 0.92% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $89 per year of difference.
Which performed better, EGGY or VOO?
Over the past year EGGY returned +21.23% vs +20.69% for VOO, so EGGY leads on 1-year performance. Over the longest common window we track (2 years), EGGY annualized +22.55% vs +13.50% for VOO. Past performance does not guarantee future results.
Which is riskier, EGGY or VOO?
EGGY has been the more volatile fund at 33.7% annualized versus 14.1% for VOO. Worst drawdown: EGGY -33.6% vs VOO -34.3%.
Should I hold both EGGY and VOO?
EGGY and VOO have a monthly-return correlation of 0.70, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between EGGY and VOO?
EGGY and VOO share 14 common holdings with a 10.2% weight overlap. Combined, they hold 512 unique securities.
Which pays a higher dividend, EGGY or VOO?
EGGY yields 38.31% while VOO yields 1.08%, so EGGY currently pays the higher dividend yield.
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