IOPP vs VOO
Simplify Tara India Opportunities ETF vs Vanguard S&P 500 ETF
Quick Verdict
VOO has a lower expense ratio. VOO delivered stronger 1-year returns. VOO offers more diversification with 509 holdings.
Side-by-Side Comparison
| Metric | IOPP | VOO | Winner |
|---|---|---|---|
| Expense Ratio | 0.73% | 0.03% | |
| AUM | $7M | $997.4B | |
| Dividend Yield | 0.38% | 1.08% | |
| Holdings | 27 | 509 | |
| YTD Return | -0.62% | +13.73% | |
| 1Y Return | -2.38% | +21.53% | |
| 3Y Return (annualized) | - | +22.60% | |
| 5Y Return (annualized) | - | +13.31% | |
| Volatility (annualized) | 15.1% | 14.1% | |
| Max Drawdown | -23.7% | -34.3% | |
| Fund Family | Simplify Exchange Traded Funds | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Mar 4, 2024 | Sep 7, 2010 |
IOPP vs VOO Performance
Simplify Tara India Opportunities ETF (IOPP) is a ETF from Simplify Exchange Traded Funds and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year IOPP returned -2.38% while VOO returned +21.53%. Year to date, IOPP is down 0.62% versus a gain of 13.73% for VOO.
Risk: Volatility and Drawdowns
IOPP has been the more volatile fund, with annualized monthly volatility of 15.1% 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 -23.7% for IOPP 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 0.25. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
IOPP charges 0.73% per year while VOO charges 0.03%. On a $10,000 position that is $73 vs $3 annually, a gap of $70 per year that compounds over a long holding period. On income, IOPP currently yields 0.38% against 1.08% for VOO.
Holdings Overlap
IOPP and VOO share 0 holdings out of 531 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, IOPP or VOO?
IOPP has an expense ratio of 0.73% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $70 per year of difference.
Which performed better, IOPP or VOO?
Over the past year IOPP returned -2.38% vs +21.53% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (3 years), IOPP annualized +6.10% vs +13.55% for VOO. Past performance does not guarantee future results.
Which is riskier, IOPP or VOO?
IOPP has been the more volatile fund at 15.1% annualized versus 14.1% for VOO. Worst drawdown: IOPP -23.7% vs VOO -34.3%.
Should I hold both IOPP and VOO?
IOPP and VOO have a monthly-return correlation of 0.25, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between IOPP and VOO?
IOPP and VOO share 0 common holdings with a 0.0% weight overlap. Combined, they hold 531 unique securities.
Which pays a higher dividend, IOPP or VOO?
IOPP yields 0.38% while VOO yields 1.08%, so VOO currently pays the higher dividend yield.
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