ERTH vs VOO

ERTH vs VOO

Which is better, ERTH or VOO?

VOO has been ahead.

VOO has a lower expense ratio. VOO led over 1Y, 3Y, 5Y and the full window.

Lower Fees: VOOHigher Returns: VOO

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

MetricERTHVOO
Expense Ratio0.65%0.03%Best
AUM$121M$1.0T
Dividend Yield2.01%1.05%
Holdings393519
YTD Return-10.48%+11.07%Best
1Y Return-12.12%+11.71%Best
3Y Return (annualized)+3.07%+21.10%Best
5Y Return (annualized)-8.76%+11.55%Best
Volatility (annualized)20.0%14.0%Best
Max Drawdown-51.8%-34.3%Best
$10,000 over 5 years$6,323$17,272Best
Fund FamilyInvesco (US)Vanguard (US)
CategoryEquityEquity
StyleLarge Cap BlendLarge Cap Blend
InceptionOct 24, 2006Sep 7, 2010

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown are measured over the window both funds cover: Sep 9, 2010 to Nov 9, 2026 (16.2 years).

ERTH 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 16.2 years both funds cover.

ERTH vs VOO Performance

Invesco MSCI Sustainable Future ETF (ERTH) is an ETF from Invesco (US) and Vanguard S&P 500 ETF (VOO) is an ETF from Vanguard (US). Over the past year ERTH returned -12.12% while VOO returned +11.71%. Year to date, ERTH is down 10.48% versus a gain of 11.07% for VOO.

Over three years, ERTH compounded at +3.07% per year against +21.10% for VOO; over five years the annualized figures are -8.76% and +11.55% respectively. Across the full 16-year window we track, VOO has the edge at +13.18% annualized vs +5.33%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

ERTH has been the more volatile fund, with annualized monthly volatility of 20.0% compared with 14.0% 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 -51.8% for ERTH 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 0.80. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

ERTH 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, ERTH currently yields 2.01% against 1.05% for VOO.

You are not choosing between two funds in isolation.

Whichever of ERTH and VOO you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

ERTHVOO

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, ERTH or VOO?

ERTH has an expense ratio of 0.65% while VOO charges 0.03%. VOO is the cheaper option, by $62 a year on a $10,000 investment.

Which performed better, ERTH or VOO?

Over the past year ERTH returned -12.12% vs +11.71% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (16 years), ERTH annualized +5.33% vs +13.18% for VOO. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, ERTH or VOO?

ERTH has been the more volatile fund at 20.0% annualized versus 14.0% for VOO. Worst drawdown: ERTH -51.8% vs VOO -34.3%.

Should I hold both ERTH and VOO?

ERTH and VOO have a monthly-return correlation of 0.80, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.

Which pays a higher dividend, ERTH or VOO?

ERTH yields 2.01% while VOO yields 1.05%, so ERTH currently pays the higher dividend yield.

Is VOO better than ERTH?

VOO has a lower expense ratio. VOO led over 1Y, 3Y, 5Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.