LOUP vs VOO

Quick Verdict

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

Lower Fees: VOOHigher Returns: LOUPMore Diversified: VOO

Side-by-Side Comparison

MetricLOUPVOOWinner
Expense Ratio0.70%0.03%
AUM$201M$979.0B
Dividend Yield0.00%1.09%
Holdings33509
YTD Return+24.41%+14.48%
1Y Return+47.96%+22.02%
3Y Return (annualized)+36.38%+21.80%
5Y Return (annualized)+13.55%+13.36%
Volatility (annualized)31.5%14.2%
Max Drawdown-58.7%-34.3%
Fund FamilyInnovator ETFs TrustVanguard (US)
CategoryEquityEquity
InceptionJul 24, 2018Sep 7, 2010

LOUP vs VOO Performance

Innovator Deepwater Frontier Tech ETF (LOUP) is a ETF from Innovator ETFs Trust and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year LOUP returned +47.96% while VOO returned +22.02%. Year to date, LOUP is up 24.41% versus a gain of 14.48% for VOO.

Over three years, LOUP compounded at +36.38% per year against +21.80% for VOO; over five years the annualized figures are +13.55% and +13.36% respectively. Across the full 8-year window we track, LOUP has the edge at +18.17% annualized vs +13.61%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

LOUP has been the more volatile fund, with annualized monthly volatility of 31.5% compared with 14.2% 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 -58.7% for LOUP 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 0.81. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

LOUP charges 0.70% per year while VOO charges 0.03%. On a $10,000 position that is $70 vs $3 annually, a gap of $67 per year that compounds over a long holding period. On income, LOUP currently yields 0.00% against 1.09% for VOO.

Holdings Overlap

2.2%overlap

LOUP and VOO share 9 holdings out of 526 unique holdings combined, representing a 2.2% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in LOUPWeight in VOODifference
LRCX3.84%0.84%3.00%
APP3.89%0.21%3.68%
TTWO3.52%0.07%3.45%
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Frequently Asked Questions

Which is cheaper, LOUP or VOO?

LOUP has an expense ratio of 0.70% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $67 per year of difference.

Which performed better, LOUP or VOO?

Over the past year LOUP returned +47.96% vs +22.02% for VOO, so LOUP leads on 1-year performance. Over the longest common window we track (8 years), LOUP annualized +18.17% vs +13.61% for VOO. Past performance does not guarantee future results.

Which is riskier, LOUP or VOO?

LOUP has been the more volatile fund at 31.5% annualized versus 14.2% for VOO. Worst drawdown: LOUP -58.7% vs VOO -34.3%.

Should I hold both LOUP and VOO?

LOUP and VOO have a monthly-return correlation of 0.81, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between LOUP and VOO?

LOUP and VOO share 9 common holdings with a 2.2% weight overlap. Combined, they hold 526 unique securities.

Which pays a higher dividend, LOUP or VOO?

LOUP yields 0.00% while VOO yields 1.09%, so VOO currently pays the higher dividend yield.

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