EQRR vs VOO
ProShares Equities for Rising Rates ETF vs Vanguard S&P 500 ETF
Quick Verdict
VOO has a lower expense ratio. EQRR delivered stronger 1-year returns. VOO offers more diversification with 505 holdings.
Side-by-Side Comparison
| Metric | EQRR | VOO | Winner |
|---|---|---|---|
| Expense Ratio | 0.35% | 0.03% | |
| AUM | $32M | $979.0B | |
| Dividend Yield | 1.08% | 1.09% | |
| Holdings | 51 | 509 | |
| YTD Return | +33.32% | +13.44% | |
| 1Y Return | +46.31% | +22.62% | |
| 3Y Return (annualized) | +19.80% | +21.47% | |
| 5Y Return (annualized) | +14.38% | +13.27% | |
| Volatility (annualized) | 25.2% | 14.1% | |
| Max Drawdown | -59.5% | -34.3% | |
| Fund Family | ProShares | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Jul 24, 2017 | Sep 7, 2010 |
EQRR vs VOO Performance
ProShares Equities for Rising Rates ETF (EQRR) is a ETF from ProShares and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year EQRR returned +46.31% while VOO returned +22.62%. Year to date, EQRR is up 33.32% versus a gain of 13.44% for VOO.
Over three years, EQRR compounded at +19.80% per year against +21.47% for VOO; over five years the annualized figures are +14.38% and +13.27% respectively. Across the full 9-year window we track, VOO has the edge at +13.55% annualized vs +10.10%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
EQRR has been the more volatile fund, with annualized monthly volatility of 25.2% 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 -59.5% for EQRR 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 0.79. 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 1.08% against 1.09% for VOO.
Holdings Overlap
EQRR and VOO share 46 holdings out of 509 unique holdings combined, representing a 13.9% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
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. On a $10,000 investment, that is $32 per year of difference.
Which performed better, EQRR or VOO?
Over the past year EQRR returned +46.31% vs +22.62% for VOO, so EQRR leads on 1-year performance. Over the longest common window we track (9 years), EQRR annualized +10.10% vs +13.55% for VOO. Past performance does not guarantee future results.
Which is riskier, EQRR or VOO?
EQRR has been the more volatile fund at 25.2% annualized versus 14.1% 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 combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between EQRR and VOO?
EQRR and VOO share 46 common holdings with a 13.9% weight overlap. Combined, they hold 509 unique securities.
Which pays a higher dividend, EQRR or VOO?
EQRR yields 1.08% while VOO yields 1.09%, so VOO currently pays the higher dividend yield.
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