EKG vs VOO
First Trust Nasdaq Lux Digital Health Solutions ETF vs Vanguard S&P 500 ETF
Quick Verdict
VOO has a lower expense ratio. EKG delivered stronger 1-year returns. VOO offers more diversification with 509 holdings.
Side-by-Side Comparison
| Metric | EKG | VOO | Winner |
|---|---|---|---|
| Expense Ratio | 0.65% | 0.03% | |
| AUM | $4M | $997.4B | |
| Dividend Yield | 0.00% | 1.08% | |
| Holdings | 39 | 509 | |
| YTD Return | +15.18% | +13.20% | |
| 1Y Return | +25.18% | +21.62% | |
| 3Y Return (annualized) | +11.60% | +22.16% | |
| 5Y Return (annualized) | - | +13.42% | |
| Volatility (annualized) | 26.5% | 14.1% | |
| Max Drawdown | -43.8% | -34.3% | |
| Fund Family | First Trust Portfolios (US) | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Mar 22, 2022 | Sep 7, 2010 |
EKG vs VOO Performance
First Trust Nasdaq Lux Digital Health Solutions ETF (EKG) is a ETF from First Trust Portfolios (US) and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year EKG returned +25.18% while VOO returned +21.62%. Year to date, EKG is up 15.18% versus a gain of 13.20% for VOO.
Over three years, EKG compounded at +11.60% per year against +22.16% for VOO. Across the full 4-year window we track, VOO has the edge at +13.51% annualized vs +2.21%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
EKG has been the more volatile fund, with annualized monthly volatility of 26.5% 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 -43.8% for EKG 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 0.78. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
EKG charges 0.65% per year while VOO charges 0.03%. On a $10,000 position that is $65 vs $3 annually, a gap of $62 per year that compounds over a long holding period. On income, EKG currently yields 0.00% against 1.08% for VOO.
Holdings Overlap
EKG and VOO share 7 holdings out of 536 unique holdings combined, representing a 0.4% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, EKG or VOO?
EKG has an expense ratio of 0.65% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $62 per year of difference.
Which performed better, EKG or VOO?
Over the past year EKG returned +25.18% vs +21.62% for VOO, so EKG leads on 1-year performance. Over the longest common window we track (4 years), EKG annualized +2.21% vs +13.51% for VOO. Past performance does not guarantee future results.
Which is riskier, EKG or VOO?
EKG has been the more volatile fund at 26.5% annualized versus 14.1% for VOO. Worst drawdown: EKG -43.8% vs VOO -34.3%.
Should I hold both EKG and VOO?
EKG and VOO have a monthly-return correlation of 0.78, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between EKG and VOO?
EKG and VOO share 7 common holdings with a 0.4% weight overlap. Combined, they hold 536 unique securities.
Which pays a higher dividend, EKG or VOO?
EKG yields 0.00% while VOO yields 1.08%, so VOO currently pays the higher dividend yield.
Popular ETF Comparisons
Get Full ETF Analytics
Access complete holdings data, overlap analysis, screener tools, and more with FundXLS.