LKOR vs VOO
FlexShares Credit-Scored US Long Corporate Bond Index Fund vs Vanguard S&P 500 ETF
Quick Verdict
VOO has a lower expense ratio. VOO delivered stronger 1-year returns. LKOR offers more diversification with 771 holdings.
Side-by-Side Comparison
| Metric | LKOR | VOO | Winner |
|---|---|---|---|
| Expense Ratio | 0.15% | 0.03% | |
| AUM | $30M | $979.0B | |
| Dividend Yield | 5.70% | 1.09% | |
| Holdings | 817 | 509 | |
| YTD Return | -5.68% | +13.44% | |
| 1Y Return | -4.05% | +22.62% | |
| 3Y Return (annualized) | +2.92% | +21.47% | |
| 5Y Return (annualized) | -3.68% | +13.27% | |
| Volatility (annualized) | 27.9% | 14.1% | |
| Max Drawdown | -42.4% | -34.3% | |
| Fund Family | Flexshares Trust | Vanguard (US) | |
| Category | Fixed Income | Equity | |
| Inception | Sep 23, 2015 | Sep 7, 2010 |
LKOR vs VOO Performance
FlexShares Credit-Scored US Long Corporate Bond Index Fund (LKOR) is a ETF from Flexshares Trust and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year LKOR returned -4.05% while VOO returned +22.62%. Year to date, LKOR is down 5.68% versus a gain of 13.44% for VOO.
Over three years, LKOR compounded at +2.92% per year against +21.47% for VOO; over five years the annualized figures are -3.68% and +13.27% respectively. Across the full 11-year window we track, VOO has the edge at +13.55% annualized vs +2.14%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
LKOR has been the more volatile fund, with annualized monthly volatility of 27.9% 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 -42.4% for LKOR 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 0.11. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
LKOR charges 0.15% per year while VOO charges 0.03%. On a $10,000 position that is $15 vs $3 annually, a gap of $12 per year that compounds over a long holding period. On income, LKOR currently yields 5.70% against 1.09% for VOO.
Holdings Overlap
LKOR and VOO share 1 holdings out of 1275 unique holdings combined, representing a 0.0% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Top Shared Holdings
| Stock | Weight in LKOR | Weight in VOO | Difference |
|---|---|---|---|
| LRCX | 0.03% | 0.84% | 0.81% |
Frequently Asked Questions
Which is cheaper, LKOR or VOO?
LKOR has an expense ratio of 0.15% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $12 per year of difference.
Which performed better, LKOR or VOO?
Over the past year LKOR returned -4.05% vs +22.62% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (11 years), LKOR annualized +2.14% vs +13.55% for VOO. Past performance does not guarantee future results.
Which is riskier, LKOR or VOO?
LKOR has been the more volatile fund at 27.9% annualized versus 14.1% for VOO. Worst drawdown: LKOR -42.4% vs VOO -34.3%.
Should I hold both LKOR and VOO?
LKOR and VOO have a monthly-return correlation of 0.11, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between LKOR and VOO?
LKOR and VOO share 1 common holdings with a 0.0% weight overlap. Combined, they hold 1275 unique securities.
Which pays a higher dividend, LKOR or VOO?
LKOR yields 5.70% while VOO yields 1.09%, so LKOR currently pays the higher dividend yield.
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