FEBZ vs VOO

FEBZ vs VOO

Which is better, FEBZ or VOO?

All Cap Blend against Large Cap Blend.

VOO has a lower expense ratio. VOO led over 1Y, 3Y, 5Y and the full window. The two have moved almost in lockstep, correlation 0.98.

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

MetricFEBZVOO
Expense Ratio0.79%0.03%Best
AUM$32M$997.4B
Dividend Yield2.22%1.04%
Holdings15509
YTD Return+8.32%+12.37%Best
1Y Return+7.43%+16.61%Best
3Y Return (annualized)+13.63%+21.37%Best
5Y Return (annualized)+10.02%+13.49%Best
Volatility (annualized)11.3%Best15.2%
Max Drawdown-17.5%Best-24.5%
$10,000 over 5 years$16,120$18,827Best
Fund FamilyTrueSharesVanguard (US)
CategoryEquityEquity
StyleAll Cap BlendLarge Cap Blend
InceptionJan 29, 2021Sep 7, 2010

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown are measured over the window both funds cover: Feb 1, 2021 to Sep 18, 2026 (5.6 years).

FEBZ 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 5.6 years both funds cover.

FEBZ vs VOO Performance

TrueShares Structured Outcome (February) ETF (FEBZ) is an ETF from TrueShares and Vanguard S&P 500 ETF (VOO) is an ETF from Vanguard (US). Over the past year FEBZ returned +7.43% while VOO returned +16.61%. Year to date, FEBZ is up 8.32% versus a gain of 12.37% for VOO.

Over three years, FEBZ compounded at +13.63% per year against +21.37% for VOO; over five years the annualized figures are +10.02% and +13.49% respectively. Across the full 6-year window we track, VOO has the edge at +14.99% annualized vs +11.08%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

VOO has been the more volatile fund, with annualized monthly volatility of 15.2% compared with 11.3% for FEBZ. 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 -17.5% for FEBZ and -24.5% 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 0.98. They move almost in lockstep, so holding both mostly duplicates the same exposure.

Fees and Cost Over Time

FEBZ charges 0.79% per year while VOO charges 0.03%. On a $10,000 position that is $79 vs $3 annually, a gap of $76 per year that compounds over a long holding period. On income, FEBZ currently yields 2.22% against 1.04% for VOO.

Holdings Overlap

We hold position weights for 1 holding in FEBZ and 494 in VOO, totalling 0.1% and 99.5% of the two funds. The two books name no position in common, so there is no overlap percentage to show.

0 positions in common, counted across the 1 positions we hold weights for in FEBZ and 494 in VOO, against full books of 15 and 509.

You are not choosing between two funds in isolation.

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

FEBZVOO

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Frequently Asked Questions

Which is cheaper, FEBZ or VOO?

FEBZ has an expense ratio of 0.79% while VOO charges 0.03%. VOO is the cheaper option, by $76 a year on a $10,000 investment.

Which performed better, FEBZ or VOO?

Over the past year FEBZ returned +7.43% vs +16.61% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (6 years), FEBZ annualized +11.08% vs +14.99% for VOO. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, FEBZ or VOO?

VOO has been the more volatile fund at 15.2% annualized versus 11.3% for FEBZ. Worst drawdown: FEBZ -17.5% vs VOO -24.5%.

Should I hold both FEBZ and VOO?

FEBZ and VOO have a monthly-return correlation of 0.98, so they move almost identically. What is left to separate them is the fee and the index each one tracks. This is information, not a recommendation.

Which pays a higher dividend, FEBZ or VOO?

FEBZ yields 2.22% while VOO yields 1.04%, so FEBZ currently pays the higher dividend yield.

Is VOO better than FEBZ?

VOO has a lower expense ratio. VOO led over 1Y, 3Y, 5Y and the full window. The two have moved almost in lockstep, correlation 0.98. Which one suits a particular account depends on what it is for. This is information, not a recommendation.