IWMY vs VOO
Defiance R2000 Weekly Distribution 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 | IWMY | VOO | Winner |
|---|---|---|---|
| Expense Ratio | 1.05% | 0.03% | |
| AUM | $98M | $997.4B | |
| Dividend Yield | 41.94% | 1.08% | |
| Holdings | 5 | 509 | |
| YTD Return | +13.55% | +12.25% | |
| 1Y Return | +17.51% | +20.92% | |
| 3Y Return (annualized) | - | +21.79% | |
| 5Y Return (annualized) | - | +13.05% | |
| Volatility (annualized) | 14.8% | 14.1% | |
| Max Drawdown | -35.7% | -34.3% | |
| Fund Family | Defiance ETFs, LLC | Vanguard (US) | |
| Category | Alternative | Equity | |
| Inception | Oct 30, 2023 | Sep 7, 2010 |
IWMY vs VOO Performance
Defiance R2000 Weekly Distribution ETF (IWMY) is a ETF from Defiance ETFs, LLC and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year IWMY returned +17.51% while VOO returned +20.92%. Year to date, IWMY is up 13.55% versus a gain of 12.25% for VOO.
Risk: Volatility and Drawdowns
IWMY has been the more volatile fund, with annualized monthly volatility of 14.8% 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 -35.7% for IWMY 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 0.61. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
IWMY charges 1.05% per year while VOO charges 0.03%. On a $10,000 position that is $105 vs $3 annually, a gap of $102 per year that compounds over a long holding period. On income, IWMY currently yields 41.94% against 1.08% for VOO.
Holdings Overlap
IWMY 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, IWMY or VOO?
IWMY has an expense ratio of 1.05% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $102 per year of difference.
Which performed better, IWMY or VOO?
Over the past year IWMY returned +17.51% vs +20.92% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (3 years), IWMY annualized -0.52% vs +13.45% for VOO. Past performance does not guarantee future results.
Which is riskier, IWMY or VOO?
IWMY has been the more volatile fund at 14.8% annualized versus 14.1% for VOO. Worst drawdown: IWMY -35.7% vs VOO -34.3%.
Should I hold both IWMY and VOO?
IWMY and VOO have a monthly-return correlation of 0.61, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between IWMY and VOO?
IWMY and VOO share 0 common holdings with a 0.0% weight overlap. Combined, they hold 506 unique securities.
Which pays a higher dividend, IWMY or VOO?
IWMY yields 41.94% while VOO yields 1.08%, so IWMY currently pays the higher dividend yield.
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