ELCV vs VOO

Quick Verdict

VOO has a lower expense ratio. ELCV delivered stronger 1-year returns. VOO offers more diversification with 505 holdings.

Lower Fees: VOOHigher Returns: ELCVMore Diversified: VOO

Side-by-Side Comparison

MetricELCVVOOWinner
Expense Ratio0.49%0.03%
AUM$251M$979.0B
Dividend Yield2.06%1.09%
Holdings47509
YTD Return+21.26%+13.72%
1Y Return+27.07%+21.63%
3Y Return (annualized)-+21.55%
5Y Return (annualized)-+13.26%
Volatility (annualized)13.9%14.1%
Max Drawdown-18.4%-34.3%
Fund FamilyEventideVanguard (US)
CategoryEquityEquity
InceptionSep 30, 2024Sep 7, 2010

ELCV vs VOO Performance

Eventide High Dividend ETF (ELCV) is a ETF from Eventide and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year ELCV returned +27.07% while VOO returned +21.63%. Year to date, ELCV is up 21.26% versus a gain of 13.72% for VOO.

Risk: Volatility and Drawdowns

VOO has been the more volatile fund, with annualized monthly volatility of 14.1% compared with 13.9% for ELCV. 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 -18.4% for ELCV 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 0.62. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

ELCV charges 0.49% per year while VOO charges 0.03%. On a $10,000 position that is $49 vs $3 annually, a gap of $46 per year that compounds over a long holding period. On income, ELCV currently yields 2.06% against 1.09% for VOO.

Holdings Overlap

13.2%overlap

ELCV and VOO share 38 holdings out of 513 unique holdings combined, representing a 13.2% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in ELCVWeight in VOODifference
AVGO2.79%2.77%0.02%
PLD5.35%0.20%5.15%
ETR4.94%0.08%4.86%
XOMProProPro
MUProProPro
WMBProProPro
AMGNProProPro
CATProProPro
HDProProPro
GEVProProPro
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Frequently Asked Questions

Which is cheaper, ELCV or VOO?

ELCV has an expense ratio of 0.49% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $46 per year of difference.

Which performed better, ELCV or VOO?

Over the past year ELCV returned +27.07% vs +21.63% for VOO, so ELCV leads on 1-year performance. Over the longest common window we track (2 years), ELCV annualized +16.47% vs +13.56% for VOO. Past performance does not guarantee future results.

Which is riskier, ELCV or VOO?

VOO has been the more volatile fund at 14.1% annualized versus 13.9% for ELCV. Worst drawdown: ELCV -18.4% vs VOO -34.3%.

Should I hold both ELCV and VOO?

ELCV and VOO have a monthly-return correlation of 0.62, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between ELCV and VOO?

ELCV and VOO share 38 common holdings with a 13.2% weight overlap. Combined, they hold 513 unique securities.

Which pays a higher dividend, ELCV or VOO?

ELCV yields 2.06% while VOO yields 1.09%, so ELCV currently pays the higher dividend yield.

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