KWH vs VOO

KWH vs VOO

Which is better, KWH or VOO?

Large Cap Value against Large Cap Blend.

VOO has a lower expense ratio. KWH is less concentrated, with 32.1% of the fund in its ten largest positions against 37.6%.

Lower Fees: VOOLess Concentrated: KWH

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

MetricKWHVOO
Expense Ratio0.60%0.03%Best
AUM$55M$1.0T
Dividend Yield0.00%1.04%
Holdings72506
YTD Return-5.91%+12.75%Best
1Y Return-+15.60%
3Y Return (annualized)-+22.95%
5Y Return (annualized)-+13.55%
Top 10 Weight32.1%Best37.6%
Fund FamilyGMOVanguard (US)
CategoryEquityEquity
StyleLarge Cap ValueLarge Cap Blend
InceptionJul 14, 2026Sep 7, 2010

Not shown on this pair: Volatility (annualized), Max Drawdown, $10,000 over the window.

KWH 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 is available from the range buttons; it is not the opening view here because over the whole period one of these two funds moves so much further than the other that its line would sit flat on the axis.

KWH vs VOO Performance

GMO Power Infrastructure ETF (KWH) is an ETF from GMO and Vanguard S&P 500 ETF (VOO) is an ETF from Vanguard (US). Year to date, KWH is down 5.91% versus a gain of 12.75% for VOO.

Past performance does not guarantee future results.

Fees and Cost Over Time

KWH charges 0.60% per year while VOO charges 0.03%. On a $10,000 position that is $60 vs $3 annually, a gap of $57 per year that compounds over a long holding period. On income, KWH currently yields 0.00% against 1.04% for VOO.

Holdings Overlap

KWH already in VOO42.5%
VOO already in KWH2.9%

42.5% of KWH's money is in holdings VOO also owns. 2.9% of VOO's money is in holdings KWH also owns.

The two portfolios partly overlap.

28 positions in common, counted across the 70 positions we hold weights for in KWH and 494 in VOO, against full books of 72 and 506.

What only one of them owns

Our book lists 459 positions for VOO that do not appear in our book for KWH (96.3% of the fund), and 15 for KWH that do not appear in VOO (14.0%).

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 KWHWeight in VOODifference
ETNEaton Corp Plc4.00%0.25%3.75%
TTTt Trane Technologies Plc2.80%0.16%2.64%
NEENextera Energy Inc2.60%0.28%2.32%
SOSouthern Co.2.10%0.17%1.93%
DUKDuke Energy Corp2.00%0.15%1.85%
EXCExelon1.90%0.07%1.83%
EQTEQT Corp.1.90%0.05%1.85%
EXEExpand Energy Corp1.90%0.03%1.87%
EDConsolidated Edison Inc1.80%0.06%1.74%
AEPAmerican Electric Power Co Inc1.70%0.11%1.59%

42.5% of KWH 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.

KWHVOO

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, KWH or VOO?

KWH has an expense ratio of 0.60% while VOO charges 0.03%. VOO is the cheaper option, by $57 a year on a $10,000 investment.

What is the holdings overlap between KWH and VOO?

42.5% of KWH's money is in holdings VOO also owns. 2.9% of VOO's is in holdings KWH also owns. They hold 28 positions in common, counted across the 70 positions we hold weights for in KWH and 494 in VOO.

Which pays a higher dividend, KWH or VOO?

KWH yields 0.00% while VOO yields 1.04%, so VOO currently pays the higher dividend yield.

Is VOO better than KWH?

VOO has a lower expense ratio. KWH is less concentrated, with 32.1% 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.