LRNZ vs VOO
TrueShares Technology, AI & Deep Learning ETF vs Vanguard S&P 500 ETF
Quick Verdict
VOO has a lower expense ratio. LRNZ delivered stronger 1-year returns. VOO offers more diversification with 509 holdings.
Side-by-Side Comparison
| Metric | LRNZ | VOO | Winner |
|---|---|---|---|
| Expense Ratio | 0.68% | 0.03% | |
| AUM | $43M | $997.4B | |
| Dividend Yield | 0.00% | 1.08% | |
| Holdings | 26 | 509 | |
| YTD Return | +31.85% | +12.25% | |
| 1Y Return | +49.88% | +20.92% | |
| 3Y Return (annualized) | +27.83% | +21.79% | |
| 5Y Return (annualized) | +6.61% | +13.05% | |
| Volatility (annualized) | 33.5% | 14.1% | |
| Max Drawdown | -61.3% | -34.3% | |
| Fund Family | TrueShares | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Feb 28, 2020 | Sep 7, 2010 |
LRNZ vs VOO Performance
TrueShares Technology, AI & Deep Learning ETF (LRNZ) is a ETF from TrueShares and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year LRNZ returned +49.88% while VOO returned +20.92%. Year to date, LRNZ is up 31.85% versus a gain of 12.25% for VOO.
Over three years, LRNZ compounded at +27.83% per year against +21.79% for VOO; over five years the annualized figures are +6.61% and +13.05% respectively. Across the full 7-year window we track, LRNZ has the edge at +14.86% annualized vs +13.45%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
LRNZ has been the more volatile fund, with annualized monthly volatility of 33.5% 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 -61.3% for LRNZ 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 0.63. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
LRNZ charges 0.68% per year while VOO charges 0.03%. On a $10,000 position that is $68 vs $3 annually, a gap of $65 per year that compounds over a long holding period. On income, LRNZ currently yields 0.00% against 1.08% for VOO.
Holdings Overlap
LRNZ and VOO share 13 holdings out of 518 unique holdings combined, representing a 17.0% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, LRNZ or VOO?
LRNZ has an expense ratio of 0.68% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $65 per year of difference.
Which performed better, LRNZ or VOO?
Over the past year LRNZ returned +49.88% vs +20.92% for VOO, so LRNZ leads on 1-year performance. Over the longest common window we track (7 years), LRNZ annualized +14.86% vs +13.45% for VOO. Past performance does not guarantee future results.
Which is riskier, LRNZ or VOO?
LRNZ has been the more volatile fund at 33.5% annualized versus 14.1% for VOO. Worst drawdown: LRNZ -61.3% vs VOO -34.3%.
Should I hold both LRNZ and VOO?
LRNZ and VOO have a monthly-return correlation of 0.63, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between LRNZ and VOO?
LRNZ and VOO share 13 common holdings with a 17.0% weight overlap. Combined, they hold 518 unique securities.
Which pays a higher dividend, LRNZ or VOO?
LRNZ yields 0.00% while VOO yields 1.08%, so VOO currently pays the higher dividend yield.
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