GINN vs VOO

GINN vs VOO

Which is better, GINN 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 0.92. GINN is less concentrated, with 15.7% of the fund in its ten largest positions against 37.6%.

Lower Fees: VOOHigher Returns: VOOLess Concentrated: GINN

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

MetricGINNVOO
Expense Ratio0.50%0.03%Best
AUM$198M$997.4B
Dividend Yield1.12%1.04%
Holdings483509
YTD Return+11.49%+13.21%Best
1Y Return+13.21%+17.37%Best
3Y Return (annualized)+21.59%+22.66%Best
5Y Return (annualized)+6.46%+13.14%Best
Volatility (annualized)18.3%14.9%Best
Max Drawdown-41.3%-24.5%Best
$10,000 over 5 years$13,675$18,539Best
Top 10 Weight15.7%Best37.6%
Fund FamilyGoldman Sachs Asset ManagementVanguard (US)
CategoryEquityEquity
StyleAll Cap BlendLarge Cap Blend
InceptionNov 9, 2020Sep 7, 2010

Volatility and max drawdown are measured over the window both funds cover: Nov 9, 2020 to Sep 24, 2026 (5.9 years).

GINN 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 5.9 years both funds cover.

GINN vs VOO Performance

Goldman Sachs Innovate Equity ETF (GINN) is an ETF from Goldman Sachs Asset Management and Vanguard S&P 500 ETF (VOO) is an ETF from Vanguard (US). Over the past year GINN returned +13.21% while VOO returned +17.37%. Year to date, GINN is up 11.49% versus a gain of 13.21% for VOO.

Over three years, GINN compounded at +21.59% per year against +22.66% for VOO; over five years the annualized figures are +6.46% and +13.14% respectively. Across the full 6-year window we track, VOO has the edge at +15.63% annualized vs +9.30%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

GINN has been the more volatile fund, with annualized monthly volatility of 18.3% compared with 14.9% 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 -41.3% for GINN 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 0.92. They move almost in lockstep, so holding both mostly duplicates the same exposure.

Fees and Cost Over Time

GINN charges 0.50% per year while VOO charges 0.03%. On a $10,000 position that is $50 vs $3 annually, a gap of $47 per year that compounds over a long holding period. On income, GINN currently yields 1.12% against 1.04% for VOO.

Holdings Overlap

GINN already in VOO53.0%
VOO already in GINN57.2%

53.0% of GINN's money is in holdings VOO also owns. 57.2% of VOO's money is in holdings GINN also owns.

The two portfolios partly overlap.

130 positions in common, counted across the 474 positions we hold weights for in GINN and 494 in VOO, against full books of 483 and 509.

What only one of them owns

Our book lists 358 positions for VOO that do not appear in our book for GINN (41.9% of the fund), and 192 for GINN that do not appear in VOO (21.6%).

Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.

Top Shared Holdings

StockWeight in GINNWeight in VOODifference
NVDANvidia Corp1.96%7.55%5.59%
AAPLApple, Inc2.01%7.05%5.04%
MSFTMicrosoft Corp2.02%5.36%3.34%
AMZNAmazon.Com Inc1.88%4.13%2.25%
GOOGLAlphabet Inc,class A1.91%3.24%1.33%
AVGOBroadcom Inc0.70%2.86%2.16%
METAMeta Platforms Inc1.52%1.90%0.38%
TSLATesla Inc1.21%1.36%0.15%
LLYEli Lilly & Co.0.92%1.41%0.49%
MUMicron Technology, Inc.0.49%1.44%0.95%

57.2% of VOO is already inside GINN.

You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.

GINNVOO

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Frequently Asked Questions

Which is cheaper, GINN or VOO?

GINN has an expense ratio of 0.50% while VOO charges 0.03%. VOO is the cheaper option, by $47 a year on a $10,000 investment.

Which performed better, GINN or VOO?

Over the past year GINN returned +13.21% vs +17.37% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (6 years), GINN annualized +9.30% vs +15.63% for VOO. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, GINN or VOO?

GINN has been the more volatile fund at 18.3% annualized versus 14.9% for VOO. Worst drawdown: GINN -41.3% vs VOO -24.5%.

Should I hold both GINN and VOO?

GINN and VOO have a monthly-return correlation of 0.92, 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.

What is the holdings overlap between GINN and VOO?

57.2% of VOO's money is in holdings GINN also owns. 57.2% of VOO's is in holdings GINN also owns. They hold 130 positions in common, counted across the 474 positions we hold weights for in GINN and 494 in VOO.

Which pays a higher dividend, GINN or VOO?

GINN yields 1.12% while VOO yields 1.04%, so GINN currently pays the higher dividend yield.

Is VOO better than GINN?

VOO has a lower expense ratio. VOO led over 1Y, 3Y, 5Y and the full window. The two have moved almost in lockstep, correlation 0.92. GINN is less concentrated, with 15.7% of the fund in its ten largest positions against 37.6%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.