GRNY vs VOO

Quick Verdict

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

Lower Fees: VOOHigher Returns: VOOMore Diversified: VOO

Side-by-Side Comparison

MetricGRNYVOOWinner
Expense Ratio0.75%0.03%
AUM$4.3B$979.0B
Dividend Yield0.07%1.09%
Holdings43509
YTD Return+12.05%+13.44%
1Y Return+18.00%+22.62%
3Y Return (annualized)-+21.47%
5Y Return (annualized)-+13.27%
Volatility (annualized)18.1%14.1%
Max Drawdown-24.2%-34.3%
Fund FamilyFundstrat CapitalVanguard (US)
CategoryEquityEquity
InceptionNov 7, 2024Sep 7, 2010

GRNY vs VOO Performance

Fundstrat Granny Shots US Large Cap ETF (GRNY) is a ETF from Fundstrat Capital and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year GRNY returned +18.00% while VOO returned +22.62%. Year to date, GRNY is up 12.05% versus a gain of 13.44% for VOO.

Risk: Volatility and Drawdowns

GRNY has been the more volatile fund, with annualized monthly volatility of 18.1% compared with 14.1% 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 -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 0.88. 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 1.09% for VOO.

Holdings Overlap

30.5%overlap

GRNY and VOO share 41 holdings out of 506 unique holdings combined, representing a 30.5% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in GRNYWeight in VOODifference
NVDA2.23%7.51%5.28%
AAPL2.28%6.59%4.31%
MSFT2.46%4.30%1.84%
AMZNProProPro
GOOGLProProPro
AVGOProProPro
METAProProPro
TSLAProProPro
AMDProProPro
LLYProProPro
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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. On a $10,000 investment, that is $72 per year of difference.

Which performed better, GRNY or VOO?

Over the past year GRNY returned +18.00% vs +22.62% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (2 years), GRNY annualized +20.48% vs +13.55% for VOO. Past performance does not guarantee future results.

Which is riskier, GRNY or VOO?

GRNY has been the more volatile fund at 18.1% annualized versus 14.1% for VOO. Worst drawdown: GRNY -24.2% vs VOO -34.3%.

Should I hold both GRNY and VOO?

GRNY and VOO have a monthly-return correlation of 0.88, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between GRNY and VOO?

GRNY and VOO share 41 common holdings with a 30.5% weight overlap. Combined, they hold 506 unique securities.

Which pays a higher dividend, GRNY or VOO?

GRNY yields 0.07% while VOO yields 1.09%, so VOO currently pays the higher dividend yield.

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