GRNY vs VOO

GRNY vs VOO

Which is better, GRNY or VOO?

Large Cap Growth against Large Cap Blend.

VOO has a lower expense ratio. GRNY led over the full window, VOO over 1Y. GRNY is less concentrated, with 25.5% of the fund in its ten largest positions against 37.6%.

Lower Fees: VOOHigher Returns: splitLess Concentrated: GRNY

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

MetricGRNYVOO
Expense Ratio0.75%0.03%Best
AUM$4.4B$997.4B
Dividend Yield0.07%1.04%
Holdings44509
YTD Return+13.89%+14.14%Best
1Y Return+12.54%+17.31%Best
3Y Return (annualized)-+23.16%
5Y Return (annualized)-+13.85%
Volatility (annualized)17.6%12.6%Best
Max Drawdown-24.2%-18.7%Best
$10,000 over 1.9 years$14,182Best$13,362
Top 10 Weight25.5%Best37.6%
Fund FamilyFundstrat CapitalVanguard (US)
CategoryEquityEquity
StyleLarge Cap GrowthLarge Cap Blend
InceptionNov 7, 2024Sep 7, 2010

Volatility and max drawdown, and the $10,000 over 1.9 years row, are measured over the window both funds cover: Nov 7, 2024 to Sep 21, 2026 (1.9 years).

GRNY 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 1.9 years both funds cover.

GRNY vs VOO Performance

Fundstrat Granny Shots US Large Cap ETF (GRNY) is an ETF from Fundstrat Capital and Vanguard S&P 500 ETF (VOO) is an ETF from Vanguard (US). Over the past year GRNY returned +12.54% while VOO returned +17.31%. Year to date, GRNY is up 13.89% versus a gain of 14.14% for VOO.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

GRNY has been the more volatile fund, with annualized monthly volatility of 17.6% compared with 12.6% 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 -24.2% for GRNY and -18.7% 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 0.88. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

GRNY charges 0.75% per year while VOO charges 0.03%. On a $10,000 position that is $75 vs $3 annually, a gap of $72 per year that compounds over a long holding period. On income, GRNY currently yields 0.07% against 1.04% for VOO.

Holdings Overlap

GRNY already in VOO94.3%
VOO already in GRNY43.1%

94.3% of GRNY's money is in holdings VOO also owns. 43.1% of VOO's money is in holdings GRNY also owns.

Most of GRNY is already inside VOO. Owning both mostly buys the same companies twice.

40 positions in common, counted across the 42 positions we hold weights for in GRNY and 494 in VOO, against full books of 44 and 509.

What only one of them owns

Measured across the 42 and 494 positions we hold weights for.

VOO holds 447 positions GRNY does not, 56.1% of the fund.

Largest: AVGO 2.86%, GOOG 2.62%, META 1.90%, BRK.B 1.46%, XOM 1.00%

Top Shared Holdings

StockWeight in GRNYWeight in VOODifference
NVDANvidia Corp2.45%7.55%5.10%
AAPLApple, Inc2.44%7.05%4.61%
MSFTMicrosoft Corp2.47%5.36%2.89%
AMZNAmazon.Com Inc2.29%4.13%1.84%
GOOGLAlphabet Inc,class A2.33%3.24%0.91%
JPMJpmorgan Chase2.39%1.46%0.93%
TSLATesla Inc2.44%1.36%1.08%
MUMicron Technology, Inc.2.33%1.44%0.89%
LLYEli Lilly & Co.2.26%1.41%0.85%
AMDAdvanced Micro Devices Inc2.32%1.21%1.11%

94.3% of GRNY is already inside VOO.

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

GRNYVOO

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Frequently Asked Questions

Which is cheaper, GRNY or VOO?

GRNY has an expense ratio of 0.75% while VOO charges 0.03%. VOO is the cheaper option, by $72 a year on a $10,000 investment.

Which performed better, GRNY or VOO?

Over the past year GRNY returned +12.54% vs +17.31% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (2 years), GRNY annualized +20.19% vs +16.48% for VOO. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, GRNY or VOO?

GRNY has been the more volatile fund at 17.6% annualized versus 12.6% for VOO. Worst drawdown: GRNY -24.2% vs VOO -18.7%.

Should I hold both GRNY and VOO?

GRNY and VOO have a monthly-return correlation of 0.88, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.

What is the holdings overlap between GRNY and VOO?

94.3% of GRNY's money is in holdings VOO also owns. 43.1% of VOO's is in holdings GRNY also owns. They hold 40 positions in common, counted across the 42 positions we hold weights for in GRNY and 494 in VOO.

Which pays a higher dividend, GRNY or VOO?

GRNY yields 0.07% while VOO yields 1.04%, so VOO currently pays the higher dividend yield.

Is VOO better than GRNY?

VOO has a lower expense ratio. GRNY led over the full window, VOO over 1Y. GRNY is less concentrated, with 25.5% 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.