GROZ vs VOO
Zacks Focus Growth ETF vs Vanguard S&P 500 ETF
Quick Verdict
VOO has a lower expense ratio. VOO delivered stronger 1-year returns. VOO offers more diversification with 509 holdings.
Side-by-Side Comparison
| Metric | GROZ | VOO | Winner |
|---|---|---|---|
| Expense Ratio | 0.56% | 0.03% | |
| AUM | $102M | $979.0B | |
| Dividend Yield | 0.04% | 1.09% | |
| Holdings | 47 | 509 | |
| YTD Return | +11.55% | +14.48% | |
| 1Y Return | +20.21% | +22.02% | |
| 3Y Return (annualized) | - | +21.80% | |
| 5Y Return (annualized) | - | +13.36% | |
| Volatility (annualized) | 17.0% | 14.2% | |
| Max Drawdown | -23.3% | -34.3% | |
| Fund Family | Zacks | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Sep 9, 2024 | Sep 7, 2010 |
GROZ vs VOO Performance
Zacks Focus Growth ETF (GROZ) is a ETF from Zacks and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year GROZ returned +20.21% while VOO returned +22.02%. Year to date, GROZ is up 11.55% versus a gain of 14.48% for VOO.
Risk: Volatility and Drawdowns
GROZ has been the more volatile fund, with annualized monthly volatility of 17.0% 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 -23.3% for GROZ 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 0.95. They move almost in lockstep, so holding both mostly duplicates the same exposure.
Fees and Cost Over Time
GROZ charges 0.56% per year while VOO charges 0.03%. On a $10,000 position that is $56 vs $3 annually, a gap of $53 per year that compounds over a long holding period. On income, GROZ currently yields 0.04% against 1.09% for VOO.
Holdings Overlap
GROZ and VOO share 26 holdings out of 520 unique holdings combined, representing a 38.6% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, GROZ or VOO?
GROZ has an expense ratio of 0.56% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $53 per year of difference.
Which performed better, GROZ or VOO?
Over the past year GROZ returned +20.21% vs +22.02% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (2 years), GROZ annualized +18.37% vs +13.61% for VOO. Past performance does not guarantee future results.
Which is riskier, GROZ or VOO?
GROZ has been the more volatile fund at 17.0% annualized versus 14.2% for VOO. Worst drawdown: GROZ -23.3% vs VOO -34.3%.
Should I hold both GROZ and VOO?
GROZ and VOO have a monthly-return correlation of 0.95, so they move almost identically. Holding both adds little diversification - most investors pick one, usually on fees or the specific index tracked.
What is the holdings overlap between GROZ and VOO?
GROZ and VOO share 26 common holdings with a 38.6% weight overlap. Combined, they hold 520 unique securities.
Which pays a higher dividend, GROZ or VOO?
GROZ yields 0.04% while VOO yields 1.09%, so VOO currently pays the higher dividend yield.
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