GVUS vs VOO

GVUS vs VOO

Which is better, GVUS or VOO?

Large Cap Value against Large Cap Blend.

VOO has a lower expense ratio. GVUS led over 1Y, VOO over the full window. GVUS is less concentrated, with 28.6% of the fund in its ten largest positions against 36.4%.

Lower Fees: VOOHigher Returns: splitLess Concentrated: GVUS

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

MetricGVUSVOO
Expense Ratio0.12%0.03%Best
AUM$417M$997.4B
Dividend Yield1.46%1.04%
Holdings864509
YTD Return+21.46%Best+12.50%
1Y Return+27.46%Best+17.58%
3Y Return (annualized)-+21.27%
5Y Return (annualized)-+12.95%
Volatility (annualized)11.6%Best11.8%
Max Drawdown-16.3%Best-18.7%
$10,000 over 2.8 years$17,029$17,418Best
Top 10 Weight28.6%Best36.4%
Fund FamilyGoldman Sachs Asset ManagementVanguard (US)
CategoryEquityEquity
StyleLarge Cap ValueLarge Cap Blend
InceptionNov 28, 2023Sep 7, 2010

Volatility and max drawdown, and the $10,000 over 2.8 years row, are measured over the window both funds cover: Nov 30, 2023 to Sep 11, 2026 (2.8 years).

GVUS 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 2.8 years both funds cover.

GVUS vs VOO Performance

Goldman Sachs MarketBeta Russell 1000 Value Equity ETF (GVUS) is an ETF from Goldman Sachs Asset Management and Vanguard S&P 500 ETF (VOO) is an ETF from Vanguard (US). Over the past year GVUS returned +27.46% while VOO returned +17.58%. Year to date, GVUS is up 21.46% versus a gain of 12.50% for VOO.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

VOO has been the more volatile fund, with annualized monthly volatility of 11.8% compared with 11.6% for GVUS. 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 -16.3% for GVUS 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 0.76. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

GVUS charges 0.12% per year while VOO charges 0.03%. On a $10,000 position that is $12 vs $3 annually, a gap of $9 per year that compounds over a long holding period. On income, GVUS currently yields 1.46% against 1.04% for VOO.

Holdings Overlap

GVUS already in VOO89.1%
VOO already in GVUS60.6%

89.1% of GVUS's money is in holdings VOO also owns. 60.6% of VOO's money is in holdings GVUS also owns.

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

402 positions in common, counted across the 751 positions we hold weights for in GVUS and 505 in VOO, against full books of 864 and 509.

What only one of them owns

Our book lists 99 positions for VOO that do not appear in our book for GVUS (39.1% of the fund), and 285 for GVUS that do not appear in VOO (7.6%).

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 GVUSWeight in VOODifference
AAPLApple, Inc5.28%6.59%1.31%
AMZNAmazon.Com Inc6.27%3.62%2.65%
MSFTMicrosoft Corp 4.100 Feb 06 374.84%4.30%0.54%
BRK.BBerkshire Hathaway B2.50%1.42%1.08%
JPMJpmorgan Chase & Co.2.57%1.26%1.31%
XOMExxon Mobil Corp.1.76%0.88%0.88%
JNJJohnson & Johnson1.66%0.95%0.71%
METAMeta Platforms, Inc.0.61%1.92%1.31%
INTCIntel Corp.1.17%1.02%0.15%
CSCOCisco Systems Inc. - Ordinary Shares1.30%0.72%0.58%

89.1% of GVUS 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.

GVUSVOO

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Frequently Asked Questions

Which is cheaper, GVUS or VOO?

GVUS has an expense ratio of 0.12% while VOO charges 0.03%. VOO is the cheaper option, by $9 a year on a $10,000 investment.

Which performed better, GVUS or VOO?

Over the past year GVUS returned +27.46% vs +17.58% for VOO, so GVUS leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, GVUS or VOO?

VOO has been the more volatile fund at 11.8% annualized versus 11.6% for GVUS. Worst drawdown: GVUS -16.3% vs VOO -18.7%.

Should I hold both GVUS and VOO?

GVUS and VOO have a monthly-return correlation of 0.76, 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 GVUS and VOO?

89.1% of GVUS's money is in holdings VOO also owns. 60.6% of VOO's is in holdings GVUS also owns. They hold 402 positions in common, counted across the 751 positions we hold weights for in GVUS and 505 in VOO.

Which pays a higher dividend, GVUS or VOO?

GVUS yields 1.46% while VOO yields 1.04%, so GVUS currently pays the higher dividend yield.

Is VOO better than GVUS?

VOO has a lower expense ratio. GVUS led over 1Y, VOO over the full window. GVUS is less concentrated, with 28.6% of the fund in its ten largest positions against 36.4%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.