GGM vs VOO

GGM vs VOO
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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

MetricGGMVOOWinner
Expense Ratio0.94%0.03%
AUM$21M$997.4B
Dividend Yield1.40%1.08%
Holdings7509
YTD Return+16.75%+12.25%
1Y Return+19.68%+20.92%
3Y Return (annualized)+10.37%+21.79%
5Y Return (annualized)-+13.05%
Volatility (annualized)11.3%14.1%
Max Drawdown-19.7%-34.3%
Fund FamilyGGM Wealth AdvisorsVanguard (US)
CategoryEquityEquity
InceptionSep 25, 2023Sep 7, 2010

GGM vs VOO Performance

GGM Macro Alignment ETF (GGM) is a ETF from GGM Wealth Advisors and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year GGM returned +19.68% while VOO returned +20.92%. Year to date, GGM is up 16.75% versus a gain of 12.25% for VOO.

Over three years, GGM compounded at +10.37% per year against +21.79% for VOO. Across the full 3-year window we track, VOO has the edge at +13.45% annualized vs +10.37%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

VOO has been the more volatile fund, with annualized monthly volatility of 14.1% compared with 11.3% for GGM. 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 -19.7% for GGM 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 0.63. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

GGM charges 0.94% per year while VOO charges 0.03%. On a $10,000 position that is $94 vs $3 annually, a gap of $91 per year that compounds over a long holding period. On income, GGM currently yields 1.40% against 1.08% for VOO.

Holdings Overlap

0.0%overlap

GGM and VOO share 0 holdings out of 510 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, GGM or VOO?

GGM has an expense ratio of 0.94% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $91 per year of difference.

Which performed better, GGM or VOO?

Over the past year GGM returned +19.68% vs +20.92% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (3 years), GGM annualized +10.37% vs +13.45% for VOO. Past performance does not guarantee future results.

Which is riskier, GGM or VOO?

VOO has been the more volatile fund at 14.1% annualized versus 11.3% for GGM. Worst drawdown: GGM -19.7% vs VOO -34.3%.

Should I hold both GGM and VOO?

GGM and VOO have a monthly-return correlation of 0.63, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between GGM and VOO?

GGM and VOO share 0 common holdings with a 0.0% weight overlap. Combined, they hold 510 unique securities.

Which pays a higher dividend, GGM or VOO?

GGM yields 1.40% while VOO yields 1.08%, so GGM currently pays the higher dividend yield.

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