KEAT vs VOO
Keating Active ETF vs Vanguard S&P 500 ETF
Quick Verdict
VOO has a lower expense ratio. KEAT delivered stronger 1-year returns. VOO offers more diversification with 505 holdings.
Side-by-Side Comparison
| Metric | KEAT | VOO | Winner |
|---|---|---|---|
| Expense Ratio | 0.85% | 0.03% | |
| AUM | $119M | $979.0B | |
| Dividend Yield | 2.66% | 1.09% | |
| Holdings | 27 | 509 | |
| YTD Return | +12.50% | +14.48% | |
| 1Y Return | +24.73% | +22.02% | |
| 3Y Return (annualized) | - | +21.80% | |
| 5Y Return (annualized) | - | +13.36% | |
| Volatility (annualized) | 11.9% | 14.2% | |
| Max Drawdown | -10.6% | -34.3% | |
| Fund Family | Keating Investment Counselors | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Mar 27, 2024 | Sep 7, 2010 |
KEAT vs VOO Performance
Keating Active ETF (KEAT) is a ETF from Keating Investment Counselors and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year KEAT returned +24.73% while VOO returned +22.02%. Year to date, KEAT is up 12.50% versus a gain of 14.48% for VOO.
Risk: Volatility and Drawdowns
VOO has been the more volatile fund, with annualized monthly volatility of 14.2% compared with 11.9% for KEAT. 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 -10.6% for KEAT 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 0.14. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
KEAT charges 0.85% per year while VOO charges 0.03%. On a $10,000 position that is $85 vs $3 annually, a gap of $82 per year that compounds over a long holding period. On income, KEAT currently yields 2.66% against 1.09% for VOO.
Holdings Overlap
KEAT and VOO share 6 holdings out of 528 unique holdings combined, representing a 1.0% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, KEAT or VOO?
KEAT has an expense ratio of 0.85% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $82 per year of difference.
Which performed better, KEAT or VOO?
Over the past year KEAT returned +24.73% vs +22.02% for VOO, so KEAT leads on 1-year performance. Over the longest common window we track (2 years), KEAT annualized +15.98% vs +13.61% for VOO. Past performance does not guarantee future results.
Which is riskier, KEAT or VOO?
VOO has been the more volatile fund at 14.2% annualized versus 11.9% for KEAT. Worst drawdown: KEAT -10.6% vs VOO -34.3%.
Should I hold both KEAT and VOO?
KEAT and VOO have a monthly-return correlation of 0.14, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between KEAT and VOO?
KEAT and VOO share 6 common holdings with a 1.0% weight overlap. Combined, they hold 528 unique securities.
Which pays a higher dividend, KEAT or VOO?
KEAT yields 2.66% while VOO yields 1.09%, so KEAT currently pays the higher dividend yield.
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