EYLD vs VOO

EYLD vs VOO
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Quick Verdict

VOO has a lower expense ratio. EYLD delivered stronger 1-year returns. VOO offers more diversification with 509 holdings.

Lower Fees: VOOHigher Returns: EYLDMore Diversified: VOO

Side-by-Side Comparison

MetricEYLDVOOWinner
Expense Ratio0.65%0.03%
AUM$888M$997.4B
Dividend Yield5.04%1.08%
Holdings123509
YTD Return+22.67%+14.27%
1Y Return+32.76%+21.79%
3Y Return (annualized)+24.31%+22.19%
5Y Return (annualized)+10.77%+13.28%
Volatility (annualized)17.0%14.2%
Max Drawdown-41.8%-34.3%
Fund FamilyCambria Investment ManagementVanguard (US)
CategoryEquityEquity
InceptionJul 13, 2016Sep 7, 2010

EYLD vs VOO Performance

Cambria Emerging Shareholder Yield ETF (EYLD) is a ETF from Cambria Investment Management and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year EYLD returned +32.76% while VOO returned +21.79%. Year to date, EYLD is up 22.67% versus a gain of 14.27% for VOO.

Over three years, EYLD compounded at +24.31% per year against +22.19% for VOO; over five years the annualized figures are +10.77% and +13.28% respectively. Across the full 10-year window we track, VOO has the edge at +13.59% annualized vs +11.78%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

EYLD has been the more volatile fund, with annualized monthly volatility of 17.0% 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 -41.8% for EYLD 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 0.69. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

EYLD 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, EYLD currently yields 5.04% against 1.08% for VOO.

Holdings Overlap

0.0%overlap

EYLD and VOO share 0 holdings out of 624 unique holdings combined, representing a 0.0% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Frequently Asked Questions

Which is cheaper, EYLD or VOO?

EYLD 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, EYLD or VOO?

Over the past year EYLD returned +32.76% vs +21.79% for VOO, so EYLD leads on 1-year performance. Over the longest common window we track (10 years), EYLD annualized +11.78% vs +13.59% for VOO. Past performance does not guarantee future results.

Which is riskier, EYLD or VOO?

EYLD has been the more volatile fund at 17.0% annualized versus 14.2% for VOO. Worst drawdown: EYLD -41.8% vs VOO -34.3%.

Should I hold both EYLD and VOO?

EYLD and VOO have a monthly-return correlation of 0.69, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between EYLD and VOO?

EYLD and VOO share 0 common holdings with a 0.0% weight overlap. Combined, they hold 624 unique securities.

Which pays a higher dividend, EYLD or VOO?

EYLD yields 5.04% while VOO yields 1.08%, so EYLD currently pays the higher dividend yield.

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