IDUB vs VOO

Quick Verdict

VOO has a lower expense ratio. IDUB delivered stronger 1-year returns. VOO offers more diversification with 505 holdings.

Lower Fees: VOOHigher Returns: IDUBMore Diversified: VOO

Side-by-Side Comparison

MetricIDUBVOOWinner
Expense Ratio0.44%0.03%
AUM$491M$979.0B
Dividend Yield4.57%1.09%
Holdings5509
YTD Return+13.57%+13.80%
1Y Return+26.09%+23.71%
3Y Return (annualized)+16.59%+21.50%
5Y Return (annualized)+5.91%+13.44%
Volatility (annualized)12.9%14.1%
Max Drawdown-29.2%-34.3%
Fund FamilyAptus ETFsVanguard (US)
CategoryAlternativeEquity
InceptionJul 22, 2021Sep 7, 2010

IDUB vs VOO Performance

Aptus International Enhanced Yield ETF (IDUB) is a ETF from Aptus ETFs and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year IDUB returned +26.09% while VOO returned +23.71%. Year to date, IDUB is up 13.57% versus a gain of 13.80% for VOO.

Over three years, IDUB compounded at +16.59% per year against +21.50% for VOO; over five years the annualized figures are +5.91% and +13.44% respectively. Across the full 5-year window we track, VOO has the edge at +13.58% annualized vs +5.96%. 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 12.9% for IDUB. 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 -29.2% for IDUB 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

IDUB charges 0.44% per year while VOO charges 0.03%. On a $10,000 position that is $44 vs $3 annually, a gap of $41 per year that compounds over a long holding period. On income, IDUB currently yields 4.57% against 1.09% for VOO.

Holdings Overlap

0.0%overlap

IDUB 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, IDUB or VOO?

IDUB has an expense ratio of 0.44% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $41 per year of difference.

Which performed better, IDUB or VOO?

Over the past year IDUB returned +26.09% vs +23.71% for VOO, so IDUB leads on 1-year performance. Over the longest common window we track (5 years), IDUB annualized +5.96% vs +13.58% for VOO. Past performance does not guarantee future results.

Which is riskier, IDUB or VOO?

VOO has been the more volatile fund at 14.1% annualized versus 12.9% for IDUB. Worst drawdown: IDUB -29.2% vs VOO -34.3%.

Should I hold both IDUB and VOO?

IDUB 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 IDUB and VOO?

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

Which pays a higher dividend, IDUB or VOO?

IDUB yields 4.57% while VOO yields 1.09%, so IDUB currently pays the higher dividend yield.

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