GOLY vs VOO

GOLY 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

MetricGOLYVOOWinner
Expense Ratio0.90%0.03%
AUM$88M$997.4B
Dividend Yield9.33%1.08%
Holdings15509
YTD Return-22.07%+14.27%
1Y Return-3.30%+21.79%
3Y Return (annualized)+17.89%+22.19%
5Y Return (annualized)+5.97%+13.28%
Volatility (annualized)23.8%14.2%
Max Drawdown-45.0%-34.3%
Fund FamilySTRATEGY SHARESVanguard (US)
CategoryFixed IncomeEquity
InceptionMay 17, 2021Sep 7, 2010

GOLY vs VOO Performance

Strategy Shares Gold Enhanced Yield ETF (GOLY) is a ETF from STRATEGY SHARES and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year GOLY returned -3.30% while VOO returned +21.79%. Year to date, GOLY is down 22.07% versus a gain of 14.27% for VOO.

Over three years, GOLY compounded at +17.89% per year against +22.19% for VOO; over five years the annualized figures are +5.97% and +13.28% respectively. Across the full 5-year window we track, VOO has the edge at +13.59% annualized vs +1.34%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

GOLY has been the more volatile fund, with annualized monthly volatility of 23.8% 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 -45.0% for GOLY 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 0.40. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

GOLY charges 0.90% per year while VOO charges 0.03%. On a $10,000 position that is $90 vs $3 annually, a gap of $87 per year that compounds over a long holding period. On income, GOLY currently yields 9.33% against 1.08% for VOO.

Holdings Overlap

0.0%overlap

GOLY and VOO share 0 holdings out of 512 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, GOLY or VOO?

GOLY has an expense ratio of 0.90% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $87 per year of difference.

Which performed better, GOLY or VOO?

Over the past year GOLY returned -3.30% vs +21.79% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (5 years), GOLY annualized +1.34% vs +13.59% for VOO. Past performance does not guarantee future results.

Which is riskier, GOLY or VOO?

GOLY has been the more volatile fund at 23.8% annualized versus 14.2% for VOO. Worst drawdown: GOLY -45.0% vs VOO -34.3%.

Should I hold both GOLY and VOO?

GOLY and VOO have a monthly-return correlation of 0.40, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between GOLY and VOO?

GOLY and VOO share 0 common holdings with a 0.0% weight overlap. Combined, they hold 512 unique securities.

Which pays a higher dividend, GOLY or VOO?

GOLY yields 9.33% while VOO yields 1.08%, so GOLY currently pays the higher dividend yield.

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