GSEP vs VOO

GSEP vs VOO
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Quick Verdict

VOO has a lower expense ratio. VOO delivered stronger 1-year returns. VOO offers more diversification with 509 holdings.

Lower Fees: VOOHigher Returns: VOOMore Diversified: VOO

Side-by-Side Comparison

MetricGSEPVOOWinner
Expense Ratio0.85%0.03%
AUM$345M$997.4B
Dividend Yield0.00%1.08%
Holdings5509
YTD Return+7.35%+12.25%
1Y Return+11.27%+20.92%
3Y Return (annualized)+11.64%+21.79%
5Y Return (annualized)-+13.05%
Volatility (annualized)6.0%14.1%
Max Drawdown-10.1%-34.3%
Fund FamilyFirst Trust Portfolios (US)Vanguard (US)
CategoryAlternativeEquity
InceptionSep 15, 2023Sep 7, 2010

GSEP vs VOO Performance

FT Vest US Equity Moderate Buffer ETF - September (GSEP) is a ETF from First Trust Portfolios (US) and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year GSEP returned +11.27% while VOO returned +20.92%. Year to date, GSEP is up 7.35% versus a gain of 12.25% for VOO.

Over three years, GSEP compounded at +11.64% per year against +21.79% for VOO. Across the full 3-year window we track, VOO has the edge at +13.45% annualized vs +11.64%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

VOO has been the more volatile fund, with annualized monthly volatility of 14.1% compared with 6.0% for GSEP. 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 -10.1% for GSEP 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 0.97. They move almost in lockstep, so holding both mostly duplicates the same exposure.

Fees and Cost Over Time

GSEP charges 0.85% per year while VOO charges 0.03%. On a $10,000 position that is $85 vs $3 annually, a gap of $82 per year that compounds over a long holding period. On income, GSEP currently yields 0.00% against 1.08% for VOO.

Holdings Overlap

0.0%overlap

GSEP and VOO share 0 holdings out of 506 unique holdings combined, representing a 0.0% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Frequently Asked Questions

Which is cheaper, GSEP or VOO?

GSEP has an expense ratio of 0.85% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $82 per year of difference.

Which performed better, GSEP or VOO?

Over the past year GSEP returned +11.27% vs +20.92% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (3 years), GSEP annualized +11.64% vs +13.45% for VOO. Past performance does not guarantee future results.

Which is riskier, GSEP or VOO?

VOO has been the more volatile fund at 14.1% annualized versus 6.0% for GSEP. Worst drawdown: GSEP -10.1% vs VOO -34.3%.

Should I hold both GSEP and VOO?

GSEP and VOO have a monthly-return correlation of 0.97, 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 GSEP and VOO?

GSEP and VOO share 0 common holdings with a 0.0% weight overlap. Combined, they hold 506 unique securities.

Which pays a higher dividend, GSEP or VOO?

GSEP yields 0.00% while VOO yields 1.08%, so VOO currently pays the higher dividend yield.

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