ITAN vs VOO

ITAN vs VOO

Which is better, ITAN or VOO?

Nearly the same fund. VOO costs less.

VOO has a lower expense ratio. ITAN led over 1Y and 3Y, VOO over 5Y and the full window. The two have moved almost in lockstep, correlation 0.96. ITAN is less concentrated, with 21.1% of the fund in its ten largest positions against 37.6%.

Lower Fees: VOOHigher Returns: splitLess Concentrated: ITAN

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

MetricITANVOO
Expense Ratio0.50%0.03%Best
AUM$117M$997.4B
Dividend Yield0.98%1.04%
Holdings160509
YTD Return+19.54%Best+11.01%
1Y Return+30.24%Best+15.60%
3Y Return (annualized)+23.71%Best+20.82%
5Y Return (annualized)+12.46%+12.60%Best
Volatility (annualized)17.5%15.6%Best
Max Drawdown-30.4%-24.5%Best
$10,000 over 5 years$17,988$18,101Best
Top 10 Weight21.1%Best37.6%
Fund FamilySparkline CapitalVanguard (US)
CategoryEquityEquity
StyleLarge Cap BlendLarge Cap Blend
InceptionJun 29, 2021Sep 7, 2010

Volatility and max drawdown are measured over the window both funds cover: Jun 29, 2021 to Sep 16, 2026 (5.2 years).

ITAN 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 5.2 years both funds cover.

ITAN vs VOO Performance

Sparkline Intangible Value ETF (ITAN) is an ETF from Sparkline Capital and Vanguard S&P 500 ETF (VOO) is an ETF from Vanguard (US). Over the past year ITAN returned +30.24% while VOO returned +15.60%. Year to date, ITAN is up 19.54% versus a gain of 11.01% for VOO.

Over three years, ITAN compounded at +23.71% per year against +20.82% for VOO; over five years the annualized figures are +12.46% and +12.60% respectively.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

ITAN has been the more volatile fund, with annualized monthly volatility of 17.5% compared with 15.6% 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 -30.4% for ITAN and -24.5% 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 0.96. They move almost in lockstep, so holding both mostly duplicates the same exposure.

Fees and Cost Over Time

ITAN 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, ITAN currently yields 0.98% against 1.04% for VOO.

Holdings Overlap

ITAN already in VOO78.0%
VOO already in ITAN20.6%

78.0% of ITAN's money is in holdings VOO also owns. 20.6% of VOO's money is in holdings ITAN also owns.

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

99 positions in common, counted across the 160 positions we hold weights for in ITAN and 494 in VOO, against full books of 160 and 509.

What only one of them owns

Our book lists 390 positions for VOO that do not appear in our book for ITAN (78.6% of the fund), and 55 for ITAN that do not appear in VOO (19.1%).

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 ITANWeight in VOODifference
AMZNAmazon.Com Inc4.80%4.13%0.67%
GOOGLAlphabet Inc,class A0.87%3.24%2.37%
GOOGAlphabet Inc0.86%2.62%1.76%
INTCIntel Corporation2.38%0.66%1.72%
MRKMerck & Company Inc2.09%0.50%1.59%
CSCOCisco Systems Inc. - Ordinary Shares1.81%0.71%1.10%
CRMSalesforce Inc Crm Us Equity2.06%0.23%1.83%
IBMInternational Business Machines Corp.1.81%0.33%1.48%
QCOMQualcomm Inc.1.62%0.24%1.38%
TBBAt&t Inc1.56%0.25%1.31%

78.0% of ITAN 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.

ITANVOO

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Frequently Asked Questions

Which is cheaper, ITAN or VOO?

ITAN has an expense ratio of 0.50% while VOO charges 0.03%. VOO is the cheaper option, by $47 a year on a $10,000 investment.

Which performed better, ITAN or VOO?

Over the past year ITAN returned +30.24% vs +15.60% for VOO, so ITAN leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, ITAN or VOO?

ITAN has been the more volatile fund at 17.5% annualized versus 15.6% for VOO. Worst drawdown: ITAN -30.4% vs VOO -24.5%.

Should I hold both ITAN and VOO?

ITAN and VOO have a monthly-return correlation of 0.96, so they move almost identically. What is left to separate them is the fee and the index each one tracks. This is information, not a recommendation.

What is the holdings overlap between ITAN and VOO?

78.0% of ITAN's money is in holdings VOO also owns. 20.6% of VOO's is in holdings ITAN also owns. They hold 99 positions in common, counted across the 160 positions we hold weights for in ITAN and 494 in VOO.

Which pays a higher dividend, ITAN or VOO?

ITAN yields 0.98% while VOO yields 1.04%, so VOO currently pays the higher dividend yield.

Is VOO better than ITAN?

VOO has a lower expense ratio. ITAN led over 1Y and 3Y, VOO over 5Y and the full window. The two have moved almost in lockstep, correlation 0.96. ITAN is less concentrated, with 21.1% of the fund in its ten largest positions against 37.6%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.