GCAL vs VOO

Quick Verdict

VOO has a lower expense ratio. VOO delivered stronger 1-year returns. VOO offers more diversification with 505 holdings.

Lower Fees: VOOHigher Returns: VOOMore Diversified: VOO

Side-by-Side Comparison

MetricGCALVOOWinner
Expense Ratio0.30%0.03%
AUM$173M$979.0B
Dividend Yield3.31%1.09%
Holdings324509
YTD Return+1.35%+13.72%
1Y Return+5.40%+21.63%
3Y Return (annualized)-+21.55%
5Y Return (annualized)-+13.26%
Volatility (annualized)3.3%14.1%
Max Drawdown-4.4%-34.3%
Fund FamilyGoldman Sachs Asset ManagementVanguard (US)
CategoryFixed IncomeEquity
InceptionJul 23, 2024Sep 7, 2010

GCAL vs VOO Performance

Goldman Sachs Dynamic California Municipal Income ETF (GCAL) is a ETF from Goldman Sachs Asset Management and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year GCAL returned +5.40% while VOO returned +21.63%. Year to date, GCAL is up 1.35% versus a gain of 13.72% for VOO.

Risk: Volatility and Drawdowns

VOO has been the more volatile fund, with annualized monthly volatility of 14.1% compared with 3.3% for GCAL. 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 -4.4% for GCAL 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 0.60. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

GCAL charges 0.30% per year while VOO charges 0.03%. On a $10,000 position that is $30 vs $3 annually, a gap of $27 per year that compounds over a long holding period. On income, GCAL currently yields 3.31% against 1.09% for VOO.

Holdings Overlap

0.0%overlap

GCAL and VOO share 0 holdings out of 589 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, GCAL or VOO?

GCAL has an expense ratio of 0.30% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $27 per year of difference.

Which performed better, GCAL or VOO?

Over the past year GCAL returned +5.40% vs +21.63% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (2 years), GCAL annualized +3.60% vs +13.56% for VOO. Past performance does not guarantee future results.

Which is riskier, GCAL or VOO?

VOO has been the more volatile fund at 14.1% annualized versus 3.3% for GCAL. Worst drawdown: GCAL -4.4% vs VOO -34.3%.

Should I hold both GCAL and VOO?

GCAL and VOO have a monthly-return correlation of 0.60, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between GCAL and VOO?

GCAL and VOO share 0 common holdings with a 0.0% weight overlap. Combined, they hold 589 unique securities.

Which pays a higher dividend, GCAL or VOO?

GCAL yields 3.31% while VOO yields 1.09%, so GCAL currently pays the higher dividend yield.

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