GFGF vs VOO

Quick Verdict

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

Lower Fees: VOOHigher Returns: VOOMore Diversified: VOO

Side-by-Side Comparison

MetricGFGFVOOWinner
Expense Ratio0.66%0.03%
AUM$36M$979.0B
Dividend Yield0.21%1.09%
Holdings31509
YTD Return+4.38%+14.48%
1Y Return+10.83%+22.02%
3Y Return (annualized)+17.51%+21.80%
5Y Return (annualized)-+13.36%
Volatility (annualized)17.3%14.2%
Max Drawdown-28.0%-34.3%
Fund FamilyGuruFocus Investments, LLCVanguard (US)
CategoryEquityEquity
InceptionDec 15, 2021Sep 7, 2010

GFGF vs VOO Performance

Guru Favorite Stocks ETF (GFGF) is a ETF from GuruFocus Investments, LLC and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year GFGF returned +10.83% while VOO returned +22.02%. Year to date, GFGF is up 4.38% versus a gain of 14.48% for VOO.

Over three years, GFGF compounded at +17.51% per year against +21.80% for VOO. Across the full 5-year window we track, VOO has the edge at +13.61% annualized vs +9.04%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

GFGF has been the more volatile fund, with annualized monthly volatility of 17.3% 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 -28.0% for GFGF 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 0.96. They move almost in lockstep, so holding both mostly duplicates the same exposure.

Fees and Cost Over Time

GFGF charges 0.66% per year while VOO charges 0.03%. On a $10,000 position that is $66 vs $3 annually, a gap of $63 per year that compounds over a long holding period. On income, GFGF currently yields 0.21% against 1.09% for VOO.

Holdings Overlap

30.1%overlap

GFGF and VOO share 25 holdings out of 510 unique holdings combined, representing a 30.1% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in GFGFWeight in VOODifference
NVDA3.93%7.51%3.58%
MSFT6.94%4.30%2.64%
AAPL4.12%6.59%2.47%
GOOGLProProPro
AMZNProProPro
LLYProProPro
BRK.BProProPro
UNHProProPro
VProProPro
GOOGProProPro
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Frequently Asked Questions

Which is cheaper, GFGF or VOO?

GFGF has an expense ratio of 0.66% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $63 per year of difference.

Which performed better, GFGF or VOO?

Over the past year GFGF returned +10.83% vs +22.02% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (5 years), GFGF annualized +9.04% vs +13.61% for VOO. Past performance does not guarantee future results.

Which is riskier, GFGF or VOO?

GFGF has been the more volatile fund at 17.3% annualized versus 14.2% for VOO. Worst drawdown: GFGF -28.0% vs VOO -34.3%.

Should I hold both GFGF and VOO?

GFGF and VOO have a monthly-return correlation of 0.96, so they move almost identically. Holding both adds little diversification - most investors pick one, usually on fees or the specific index tracked.

What is the holdings overlap between GFGF and VOO?

GFGF and VOO share 25 common holdings with a 30.1% weight overlap. Combined, they hold 510 unique securities.

Which pays a higher dividend, GFGF or VOO?

GFGF yields 0.21% while VOO yields 1.09%, so VOO currently pays the higher dividend yield.

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