FIZY vs VOO
Fitz-Gerald Must Have Portfolio and Options Overlay ETF vs Vanguard S&P 500 ETF
Quick Verdict
VOO has a lower expense ratio. VOO offers more diversification with 509 holdings.
Side-by-Side Comparison
| Metric | FIZY | VOO | Winner |
|---|---|---|---|
| Expense Ratio | 1.01% | 0.03% | |
| AUM | $9M | $997.4B | |
| Dividend Yield | - | 1.08% | |
| Holdings | 31 | 509 | |
| YTD Return | +0.32% | +12.87% | |
| 1Y Return | - | +21.15% | |
| 3Y Return (annualized) | - | +20.93% | |
| 5Y Return (annualized) | - | +12.76% | |
| Volatility (annualized) | - | 14.1% | |
| Max Drawdown | -3.8% | -34.3% | |
| Fund Family | XFunds | Vanguard (US) | |
| Category | Alternative | Equity | |
| Inception | Aug 3, 2026 | Sep 7, 2010 |
FIZY vs VOO Performance
Fitz-Gerald Must Have Portfolio and Options Overlay ETF (FIZY) is a ETF from XFunds and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Year to date, FIZY is up 0.32% versus a gain of 12.87% for VOO.
Risk: Volatility and Drawdowns
The deepest peak-to-trough decline in our data was -3.8% for FIZY and -34.3% for VOO. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
Fees and Cost Over Time
FIZY charges 1.01% per year while VOO charges 0.03%. On a $10,000 position that is $101 vs $3 annually, a gap of $98 per year that compounds over a long holding period.
Holdings Overlap
FIZY and VOO share 26 holdings out of 510 unique holdings combined, representing a 34.7% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, FIZY or VOO?
FIZY has an expense ratio of 1.01% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $98 per year of difference.
What is the holdings overlap between FIZY and VOO?
FIZY and VOO share 26 common holdings with a 34.7% weight overlap. Combined, they hold 510 unique securities.
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