GRW vs VOO

GRW vs VOO

Which is better, GRW or VOO?

Large Cap Growth against Large Cap Blend.

VOO has a lower expense ratio. VOO led over 1Y and the full window. VOO is less concentrated, with 37.6% of the fund in its ten largest positions against 52.5%.

Lower Fees: VOOHigher Returns: VOOLess Concentrated: VOO

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

MetricGRWVOO
Expense Ratio0.75%0.03%Best
AUM$63M$997.4B
Dividend Yield0.26%1.04%
Holdings33509
YTD Return-0.91%+13.21%Best
1Y Return-3.94%+17.37%Best
3Y Return (annualized)-+22.66%
5Y Return (annualized)-+13.14%
Volatility (annualized)16.6%11.8%Best
Max Drawdown-31.5%-18.7%Best
$10,000 over 2.4 years$9,566$15,344Best
Top 10 Weight52.5%37.6%Best
Fund FamilyTCW ETFsVanguard (US)
CategoryEquityEquity
StyleLarge Cap GrowthLarge Cap Blend
InceptionMay 5, 2024Sep 7, 2010

Volatility and max drawdown, and the $10,000 over 2.4 years row, are measured over the window both funds cover: May 7, 2024 to Sep 24, 2026 (2.4 years).

GRW 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 2.4 years both funds cover.

GRW vs VOO Performance

TCW Durable Growth ETF (GRW) is an ETF from TCW ETFs and Vanguard S&P 500 ETF (VOO) is an ETF from Vanguard (US). Over the past year GRW returned -3.94% while VOO returned +17.37%. Year to date, GRW is down 0.91% versus a gain of 13.21% for VOO.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

GRW has been the more volatile fund, with annualized monthly volatility of 16.6% compared with 11.8% 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 -31.5% for GRW 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 0.71. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

GRW 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, GRW currently yields 0.26% against 1.04% for VOO.

Holdings Overlap

GRW already in VOO79.4%
VOO already in GRW28.2%

79.4% of GRW's money is in holdings VOO also owns. 28.2% of VOO's money is in holdings GRW also owns.

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

23 positions in common, counted across the 30 positions we hold weights for in GRW and 494 in VOO, against full books of 33 and 509.

What only one of them owns

Our book lists 464 positions for VOO that do not appear in our book for GRW (71.0% of the fund), and 4 for GRW that do not appear in VOO (9.7%).

Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.

Top Shared Holdings

StockWeight in GRWWeight in VOODifference
NVDANvidia Corp6.56%7.55%0.99%
MSFTMicrosoft Corp5.74%5.36%0.38%
AVGOBroadcom Inc6.04%2.86%3.18%
GOOGLAlphabet Inc,class A4.42%3.24%1.18%
TDGTransdigm Group Inc.7.22%0.11%7.11%
GEGeneral Electric Co.5.81%0.58%5.23%
AMZNAmazon.Com Inc1.98%4.13%2.15%
VVisa Inc Class A3.40%0.93%2.47%
MCKMckesson Corp.3.86%0.16%3.70%
MAMastercard Inc3.25%0.72%2.53%

79.4% of GRW 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.

GRWVOO

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, GRW or VOO?

GRW 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, GRW or VOO?

Over the past year GRW returned -3.94% vs +17.37% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (2 years), GRW annualized -1.83% vs +19.53% for VOO. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, GRW or VOO?

GRW has been the more volatile fund at 16.6% annualized versus 11.8% for VOO. Worst drawdown: GRW -31.5% vs VOO -18.7%.

Should I hold both GRW and VOO?

GRW and VOO have a monthly-return correlation of 0.71, 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 GRW and VOO?

79.4% of GRW's money is in holdings VOO also owns. 28.2% of VOO's is in holdings GRW also owns. They hold 23 positions in common, counted across the 30 positions we hold weights for in GRW and 494 in VOO.

Which pays a higher dividend, GRW or VOO?

GRW yields 0.26% while VOO yields 1.04%, so VOO currently pays the higher dividend yield.

Is VOO better than GRW?

VOO has a lower expense ratio. VOO led over 1Y and the full window. VOO is less concentrated, with 37.6% of the fund in its ten largest positions against 52.5%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.