GPTY vs VOO

Quick Verdict

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

Lower Fees: VOOHigher Returns: GPTYMore Diversified: VOO

Side-by-Side Comparison

MetricGPTYVOOWinner
Expense Ratio1.06%0.03%
AUM$101M$979.0B
Dividend Yield33.24%1.09%
Holdings74509
YTD Return+25.30%+14.48%
1Y Return+33.30%+22.02%
3Y Return (annualized)-+21.80%
5Y Return (annualized)-+13.36%
Volatility (annualized)31.4%14.2%
Max Drawdown-26.6%-34.3%
Fund FamilyYieldMax ETFVanguard (US)
CategoryEquityEquity
InceptionJan 22, 2025Sep 7, 2010

GPTY vs VOO Performance

YieldMax AI & Tech Portfolio Option Income ETF (GPTY) is a ETF from YieldMax ETF and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year GPTY returned +33.30% while VOO returned +22.02%. Year to date, GPTY is up 25.30% versus a gain of 14.48% for VOO.

Risk: Volatility and Drawdowns

GPTY has been the more volatile fund, with annualized monthly volatility of 31.4% 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 -26.6% for GPTY 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 0.85. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

GPTY charges 1.06% per year while VOO charges 0.03%. On a $10,000 position that is $106 vs $3 annually, a gap of $103 per year that compounds over a long holding period. On income, GPTY currently yields 33.24% against 1.09% for VOO.

Holdings Overlap

32.9%overlap

GPTY and VOO share 18 holdings out of 513 unique holdings combined, representing a 32.9% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in GPTYWeight in VOODifference
NVDA6.27%7.51%1.24%
AAPL4.51%6.59%2.08%
GOOGL5.83%3.25%2.58%
MSFTProProPro
AMZNProProPro
AVGOProProPro
IBMProProPro
AMDProProPro
METAProProPro
INTCProProPro
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Frequently Asked Questions

Which is cheaper, GPTY or VOO?

GPTY has an expense ratio of 1.06% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $103 per year of difference.

Which performed better, GPTY or VOO?

Over the past year GPTY returned +33.30% vs +22.02% for VOO, so GPTY leads on 1-year performance. Over the longest common window we track (2 years), GPTY annualized +28.66% vs +13.61% for VOO. Past performance does not guarantee future results.

Which is riskier, GPTY or VOO?

GPTY has been the more volatile fund at 31.4% annualized versus 14.2% for VOO. Worst drawdown: GPTY -26.6% vs VOO -34.3%.

Should I hold both GPTY and VOO?

GPTY and VOO have a monthly-return correlation of 0.85, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between GPTY and VOO?

GPTY and VOO share 18 common holdings with a 32.9% weight overlap. Combined, they hold 513 unique securities.

Which pays a higher dividend, GPTY or VOO?

GPTY yields 33.24% while VOO yields 1.09%, so GPTY currently pays the higher dividend yield.

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