LDUR vs VOO

LDUR vs VOO

Which is better, LDUR or VOO?

Short Term Bond against Large Cap Blend.

VOO has a lower expense ratio. VOO led over 1Y, 3Y, 5Y and the full window.

Lower Fees: VOOHigher Returns: VOO

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

MetricLDURVOO
Expense Ratio0.54%0.03%Best
AUM$1.3B$997.4B
Dividend Yield4.25%1.04%
Holdings757509
YTD Return+1.38%+11.55%Best
1Y Return+2.77%+17.54%Best
3Y Return (annualized)+5.02%+20.71%Best
5Y Return (annualized)+2.31%+12.80%Best
Volatility (annualized)1.9%Best14.6%
Max Drawdown-8.7%Best-34.3%
$10,000 over 5 years$11,210$18,262Best
Fund FamilyPIMCO (US)Vanguard (US)
CategoryFixed IncomeEquity
StyleShort Term BondLarge Cap Blend
InceptionJan 22, 2014Sep 7, 2010

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown are measured over the window both funds cover: Jan 23, 2014 to Sep 10, 2026 (12.6 years).

LDUR 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.

LDUR vs VOO Performance

PIMCO Enhanced Low Duration Active Exchange-Traded Fund (LDUR) is an ETF from PIMCO (US) and Vanguard S&P 500 ETF (VOO) is an ETF from Vanguard (US). Over the past year LDUR returned +2.77% while VOO returned +17.54%. Year to date, LDUR is up 1.38% versus a gain of 11.55% for VOO.

Over three years, LDUR compounded at +5.02% per year against +20.71% for VOO; over five years the annualized figures are +2.31% and +12.80% respectively. Across the full 13-year window we track, VOO has the edge at +12.64% annualized vs +1.08%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

VOO has been the more volatile fund, with annualized monthly volatility of 14.6% compared with 1.9% for LDUR. 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 -8.7% for LDUR and -34.3% 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 0.37. They move together some of the time, and apart the rest.

Fees and Cost Over Time

LDUR charges 0.54% per year while VOO charges 0.03%. On a $10,000 position that is $54 vs $3 annually, a gap of $51 per year that compounds over a long holding period. On income, LDUR currently yields 4.25% against 1.04% for VOO.

Holdings Overlap

We hold position weights for 480 holdings in LDUR and 505 in VOO, totalling 67.0% and 99.9% of the two funds. The two books name no position in common, so there is no overlap percentage to show.

0 positions in common, counted across the 480 positions we hold weights for in LDUR and 505 in VOO, against full books of 757 and 509.

You are not choosing between two funds in isolation.

Whichever of LDUR and VOO you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

LDURVOO

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, LDUR or VOO?

LDUR has an expense ratio of 0.54% while VOO charges 0.03%. VOO is the cheaper option, by $51 a year on a $10,000 investment.

Which performed better, LDUR or VOO?

Over the past year LDUR returned +2.77% vs +17.54% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (13 years), LDUR annualized +1.08% vs +12.64% for VOO. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, LDUR or VOO?

VOO has been the more volatile fund at 14.6% annualized versus 1.9% for LDUR. Worst drawdown: LDUR -8.7% vs VOO -34.3%.

Should I hold both LDUR and VOO?

LDUR and VOO have a monthly-return correlation of 0.37, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.

Which pays a higher dividend, LDUR or VOO?

LDUR yields 4.25% while VOO yields 1.04%, so LDUR currently pays the higher dividend yield.

Is VOO better than LDUR?

VOO has a lower expense ratio. VOO led over 1Y, 3Y, 5Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.