KNOW vs VOO

Quick Verdict

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

Lower Fees: VOOHigher Returns: VOOMore Diversified: VOO

Side-by-Side Comparison

MetricKNOWVOOWinner
Expense Ratio1.09%0.03%
AUM$7M$979.0B
Dividend Yield1.25%1.09%
Holdings90509
YTD Return+14.50%+13.80%
1Y Return+19.41%+23.71%
3Y Return (annualized)-+21.50%
5Y Return (annualized)-+13.44%
Volatility (annualized)10.6%14.1%
Max Drawdown-16.0%-34.3%
Fund FamilyFundamentals First FundVanguard (US)
CategoryAllocation/BalancedEquity
InceptionJan 26, 2024Sep 7, 2010

KNOW vs VOO Performance

Fundamentals First ETF (KNOW) is a ETF from Fundamentals First Fund and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year KNOW returned +19.41% while VOO returned +23.71%. Year to date, KNOW is up 14.50% versus a gain of 13.80% for VOO.

Risk: Volatility and Drawdowns

VOO has been the more volatile fund, with annualized monthly volatility of 14.1% compared with 10.6% for KNOW. 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 -16.0% for KNOW 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 0.64. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

KNOW charges 1.09% per year while VOO charges 0.03%. On a $10,000 position that is $109 vs $3 annually, a gap of $106 per year that compounds over a long holding period. On income, KNOW currently yields 1.25% against 1.09% for VOO.

Holdings Overlap

6.9%overlap

KNOW and VOO share 29 holdings out of 566 unique holdings combined, representing a 6.9% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in KNOWWeight in VOODifference
GOOG2.39%2.59%0.20%
MSFT0.22%4.30%4.08%
KLAC2.97%0.61%2.36%
LRCXProProPro
PHProProPro
LIN:IEProProPro
HUBBProProPro
SNAProProPro
MCDProProPro
GWWProProPro
See all 10 holdings KNOW shares with VOO
Exact weights in each fund and the difference, for every overlapping position.
Get FundXLS Pro: $29/moFirst 500 subscribers, then $49/mo. Cancel anytime.

Frequently Asked Questions

Which is cheaper, KNOW or VOO?

KNOW has an expense ratio of 1.09% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $106 per year of difference.

Which performed better, KNOW or VOO?

Over the past year KNOW returned +19.41% vs +23.71% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (2 years), KNOW annualized +11.26% vs +13.58% for VOO. Past performance does not guarantee future results.

Which is riskier, KNOW or VOO?

VOO has been the more volatile fund at 14.1% annualized versus 10.6% for KNOW. Worst drawdown: KNOW -16.0% vs VOO -34.3%.

Should I hold both KNOW and VOO?

KNOW and VOO have a monthly-return correlation of 0.64, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between KNOW and VOO?

KNOW and VOO share 29 common holdings with a 6.9% weight overlap. Combined, they hold 566 unique securities.

Which pays a higher dividend, KNOW or VOO?

KNOW yields 1.25% while VOO yields 1.09%, so KNOW currently pays the higher dividend yield.

Get Full ETF Analytics

Access complete holdings data, overlap analysis, screener tools, and more with FundXLS.

See inside every ETF you own
$29/moCancel anytime.
Try FundXLS →