EMTY vs VOO

Quick Verdict

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

Lower Fees: VOOHigher Returns: VOOMore Diversified: VOO

Side-by-Side Comparison

MetricEMTYVOOWinner
Expense Ratio0.65%0.03%
AUM$3M$979.0B
Dividend Yield3.28%1.09%
Holdings5509
YTD Return-2.83%+14.48%
1Y Return+5.12%+22.02%
3Y Return (annualized)-4.98%+21.80%
5Y Return (annualized)-3.22%+13.36%
Volatility (annualized)24.1%14.2%
Max Drawdown-78.1%-34.3%
Fund FamilyProSharesVanguard (US)
CategoryAlternativeEquity
InceptionNov 14, 2017Sep 7, 2010

EMTY vs VOO Performance

ProShares Decline of the Retail Store ETF (EMTY) is a ETF from ProShares and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year EMTY returned +5.12% while VOO returned +22.02%. Year to date, EMTY is down 2.83% versus a gain of 14.48% for VOO.

Over three years, EMTY compounded at -4.98% per year against +21.80% for VOO; over five years the annualized figures are -3.22% and +13.36% respectively. Across the full 9-year window we track, VOO has the edge at +13.61% annualized vs -11.64%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

EMTY has been the more volatile fund, with annualized monthly volatility of 24.1% 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 -78.1% for EMTY 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 -0.73. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

EMTY 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, EMTY currently yields 3.28% against 1.09% for VOO.

Frequently Asked Questions

Which is cheaper, EMTY or VOO?

EMTY 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, EMTY or VOO?

Over the past year EMTY returned +5.12% vs +22.02% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (9 years), EMTY annualized -11.64% vs +13.61% for VOO. Past performance does not guarantee future results.

Which is riskier, EMTY or VOO?

EMTY has been the more volatile fund at 24.1% annualized versus 14.2% for VOO. Worst drawdown: EMTY -78.1% vs VOO -34.3%.

Should I hold both EMTY and VOO?

EMTY and VOO have a monthly-return correlation of -0.73, so combining them can provide real diversification depending on your allocation goals.

Which pays a higher dividend, EMTY or VOO?

EMTY yields 3.28% while VOO yields 1.09%, so EMTY currently pays the higher dividend yield.

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