GVLU vs VOO
Gotham 1000 Value ETF vs Vanguard S&P 500 ETF
Quick Verdict
VOO has a lower expense ratio. GVLU delivered stronger 1-year returns. VOO offers more diversification with 509 holdings.
Side-by-Side Comparison
| Metric | GVLU | VOO | Winner |
|---|---|---|---|
| Expense Ratio | 0.50% | 0.03% | |
| AUM | $257M | $997.4B | |
| Dividend Yield | 5.71% | 1.08% | |
| Holdings | 476 | 509 | |
| YTD Return | +17.30% | +12.25% | |
| 1Y Return | +24.45% | +20.92% | |
| 3Y Return (annualized) | +16.75% | +21.79% | |
| 5Y Return (annualized) | - | +13.05% | |
| Volatility (annualized) | 17.1% | 14.1% | |
| Max Drawdown | -20.8% | -34.3% | |
| Fund Family | Gotham ETFs | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Jun 7, 2022 | Sep 7, 2010 |
GVLU vs VOO Performance
Gotham 1000 Value ETF (GVLU) is a ETF from Gotham ETFs and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year GVLU returned +24.45% while VOO returned +20.92%. Year to date, GVLU is up 17.30% versus a gain of 12.25% for VOO.
Over three years, GVLU compounded at +16.75% per year against +21.79% for VOO. Across the full 4-year window we track, VOO has the edge at +13.45% annualized vs +12.77%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
GVLU has been the more volatile fund, with annualized monthly volatility of 17.1% 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 -20.8% for GVLU 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 0.78. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
GVLU charges 0.50% per year while VOO charges 0.03%. On a $10,000 position that is $50 vs $3 annually, a gap of $47 per year that compounds over a long holding period. On income, GVLU currently yields 5.71% against 1.08% for VOO.
Holdings Overlap
GVLU and VOO share 190 holdings out of 788 unique holdings combined, representing a 10.3% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, GVLU or VOO?
GVLU has an expense ratio of 0.50% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $47 per year of difference.
Which performed better, GVLU or VOO?
Over the past year GVLU returned +24.45% vs +20.92% for VOO, so GVLU leads on 1-year performance. Over the longest common window we track (4 years), GVLU annualized +12.77% vs +13.45% for VOO. Past performance does not guarantee future results.
Which is riskier, GVLU or VOO?
GVLU has been the more volatile fund at 17.1% annualized versus 14.1% for VOO. Worst drawdown: GVLU -20.8% vs VOO -34.3%.
Should I hold both GVLU and VOO?
GVLU and VOO have a monthly-return correlation of 0.78, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between GVLU and VOO?
GVLU and VOO share 190 common holdings with a 10.3% weight overlap. Combined, they hold 788 unique securities.
Which pays a higher dividend, GVLU or VOO?
GVLU yields 5.71% while VOO yields 1.08%, so GVLU currently pays the higher dividend yield.
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