EQRR vs VOO
ProShares Equities for Rising Rates ETF vs Vanguard S&P 500 ETF
Which is better, EQRR or VOO?
Large Cap Value against Large Cap Blend.
VOO has a lower expense ratio. EQRR led over 1Y, VOO over 3Y, 5Y and the full window. EQRR is less concentrated, with 33.0% of the fund in its ten largest positions against 39.1%.
MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.
Side-by-Side Comparison
| Metric | EQRR | VOO |
|---|---|---|
| Expense Ratio | 0.35% | 0.03%Best |
| AUM | $33M | $1.0T |
| Dividend Yield | 1.02% | 1.05% |
| Holdings | 151 | 519 |
| YTD Return | +26.67%Best | +11.74% |
| 1Y Return | +30.06%Best | +12.07% |
| 3Y Return (annualized) | +21.16% | +21.38%Best |
| 5Y Return (annualized) | +11.64% | +11.69%Best |
| Volatility (annualized) | 25.0% | 15.9%Best |
| Max Drawdown | -59.5% | -34.3%Best |
| $10,000 over 5 years | $17,342 | $17,381Best |
| Top 10 Weight | 33.0%Best | 39.1% |
| Fund Family | ProShares | Vanguard (US) |
| Category | Equity | Equity |
| Style | Large Cap Value | Large Cap Blend |
| Inception | Jul 24, 2017 | Sep 7, 2010 |
Volatility and max drawdown are measured over the window both funds cover: Jul 25, 2017 to Nov 12, 2026 (9.3 years).
EQRR vs VOO growth
Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 9.3 years both funds cover.
EQRR vs VOO Performance
ProShares Equities for Rising Rates ETF (EQRR) is an ETF from ProShares and Vanguard S&P 500 ETF (VOO) is an ETF from Vanguard (US). Over the past year EQRR returned +30.06% while VOO returned +12.07%. Year to date, EQRR is up 26.67% versus a gain of 11.74% for VOO.
Over three years, EQRR compounded at +21.16% per year against +21.38% for VOO; over five years the annualized figures are +11.64% and +11.69% respectively. Across the full 9-year window we track, VOO has the edge at +13.77% annualized vs +9.20%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
EQRR has been the more volatile fund, with annualized monthly volatility of 25.0% compared with 15.9% 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 -59.5% for EQRR and -34.3% for VOO. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.79. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
EQRR charges 0.35% per year while VOO charges 0.03%. On a $10,000 position that is $35 vs $3 annually, a gap of $32 per year that compounds over a long holding period. On income, EQRR currently yields 1.02% against 1.05% for VOO.
Holdings Overlap
77.2% of EQRR's money is in holdings VOO also owns. 21.9% of VOO's money is in holdings EQRR also owns.
Most of EQRR is already inside VOO. Owning both mostly buys the same companies twice.
39 positions in common, counted across the 47 positions we hold weights for in EQRR and 506 in VOO, against full books of 151 and 519.
What only one of them owns
Our book lists 462 positions for VOO that do not appear in our book for EQRR (78.1% of the fund), and 8 for EQRR that do not appear in VOO (18.3%).
Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.
Top Shared Holdings
| Stock | Weight in EQRR | Weight in VOO | Difference |
|---|---|---|---|
| NVDANvidia Corp | 2.39% | 8.39% | 6.00% |
| GOOGLAlphabet Inc | 2.48% | 3.07% | 0.59% |
| AMZNAmazon.Com Inc | 1.04% | 3.71% | 2.67% |
| CVXChevron Corp | 3.27% | 0.61% | 2.66% |
| COPConocophillips Common Stock USD 0.01 | 3.40% | 0.23% | 3.17% |
| VLOValero Energy | 3.33% | 0.17% | 3.16% |
| EOGEog Resources Inc | 3.35% | 0.11% | 3.24% |
| OXYOccidental Petroleum Corp. | 3.29% | 0.06% | 3.23% |
| FANGDiamondback Energy Inc. | 3.24% | 0.06% | 3.18% |
| DVNDevon Energy Corp. | 3.22% | 0.08% | 3.14% |
77.2% of EQRR is already inside VOO.
You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, EQRR or VOO?
EQRR has an expense ratio of 0.35% while VOO charges 0.03%. VOO is the cheaper option, by $32 a year on a $10,000 investment.
Which performed better, EQRR or VOO?
Over the past year EQRR returned +30.06% vs +12.07% for VOO, so EQRR leads on 1-year performance. Over the longest common window we track (9 years), EQRR annualized +9.20% vs +13.77% for VOO. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, EQRR or VOO?
EQRR has been the more volatile fund at 25.0% annualized versus 15.9% for VOO. Worst drawdown: EQRR -59.5% vs VOO -34.3%.
Should I hold both EQRR and VOO?
EQRR and VOO have a monthly-return correlation of 0.79, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
What is the holdings overlap between EQRR and VOO?
77.2% of EQRR's money is in holdings VOO also owns. 21.9% of VOO's is in holdings EQRR also owns. They hold 39 positions in common, counted across the 47 positions we hold weights for in EQRR and 506 in VOO.
Which pays a higher dividend, EQRR or VOO?
EQRR yields 1.02% while VOO yields 1.05%, so VOO currently pays the higher dividend yield.
Is VOO better than EQRR?
VOO has a lower expense ratio. EQRR led over 1Y, VOO over 3Y, 5Y and the full window. EQRR is less concentrated, with 33.0% of the fund in its ten largest positions against 39.1%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.