GYLD vs VOO

GYLD vs VOO
See what your portfolio actually owns
Your funds unpacked, overlap, fees and score, free on screen. The full report is $25, once. Download sample.
X-ray my portfolio free

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

MetricGYLDVOOWinner
Expense Ratio0.75%0.03%
AUM$37M$997.4B
Dividend Yield7.30%1.08%
Holdings155509
YTD Return+10.26%+12.95%
1Y Return+14.46%+20.69%
3Y Return (annualized)+14.69%+22.09%
5Y Return (annualized)+7.58%+13.40%
Volatility (annualized)16.4%14.1%
Max Drawdown-70.0%-34.3%
Fund FamilyArrow Investment TrustVanguard (US)
CategoryAllocation/BalancedEquity
InceptionMay 8, 2012Sep 7, 2010

GYLD vs VOO Performance

Arrow Dow Jones Global Yield ETF (GYLD) is a ETF from Arrow Investment Trust and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year GYLD returned +14.46% while VOO returned +20.69%. Year to date, GYLD is up 10.26% versus a gain of 12.95% for VOO.

Over three years, GYLD compounded at +14.69% per year against +22.09% for VOO; over five years the annualized figures are +7.58% and +13.40% respectively. Across the full 14-year window we track, VOO has the edge at +13.50% annualized vs -0.96%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

GYLD has been the more volatile fund, with annualized monthly volatility of 16.4% 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 -70.0% for GYLD 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 0.72. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

GYLD 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, GYLD currently yields 7.30% against 1.08% for VOO.

Holdings Overlap

0.0%overlap

GYLD and VOO share 0 holdings out of 623 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, GYLD or VOO?

GYLD has an expense ratio of 0.75% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $72 per year of difference.

Which performed better, GYLD or VOO?

Over the past year GYLD returned +14.46% vs +20.69% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (14 years), GYLD annualized -0.96% vs +13.50% for VOO. Past performance does not guarantee future results.

Which is riskier, GYLD or VOO?

GYLD has been the more volatile fund at 16.4% annualized versus 14.1% for VOO. Worst drawdown: GYLD -70.0% vs VOO -34.3%.

Should I hold both GYLD and VOO?

GYLD and VOO have a monthly-return correlation of 0.72, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between GYLD and VOO?

GYLD and VOO share 0 common holdings with a 0.0% weight overlap. Combined, they hold 623 unique securities.

Which pays a higher dividend, GYLD or VOO?

GYLD yields 7.30% while VOO yields 1.08%, so GYLD currently pays the higher dividend yield.

Get Full ETF Analytics

Access complete holdings data, overlap analysis, screener tools, and more with FundXLS.

See what your portfolio actually owns
Your funds unpacked, overlap, fees and score, free on screen. The full report is $25, once. Download sample.
X-ray my portfolio free