MFUT vs VOO
Cambria Chesapeake Pure Trend ETF vs Vanguard S&P 500 ETF
Which is better, MFUT or VOO?
Allocation/Balanced against Large Cap Blend.
VOO has a lower expense ratio. MFUT led over 1Y, VOO over the full window.
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
| Metric | MFUT | VOO |
|---|---|---|
| Expense Ratio | 0.89% | 0.03%Best |
| AUM | $66M | $997.4B |
| Dividend Yield | 0.00% | 1.04% |
| Holdings | 143 | 509 |
| YTD Return | +21.08%Best | +12.37% |
| 1Y Return | +31.02%Best | +16.61% |
| 3Y Return (annualized) | - | +21.37% |
| 5Y Return (annualized) | - | +13.49% |
| Volatility (annualized) | 14.5% | 11.8%Best |
| Max Drawdown | -29.3% | -18.7%Best |
| $10,000 over 2.3 years | $10,035 | $14,908Best |
| Fund Family | Cambria Investment Management | Vanguard (US) |
| Category | Allocation/Balanced | Equity |
| Style | Allocation/Balanced | Large Cap Blend |
| Inception | May 29, 2024 | Sep 7, 2010 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown, and the $10,000 over 2.3 years row, are measured over the window both funds cover: May 29, 2024 to Sep 18, 2026 (2.3 years).
MFUT 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 covers the 2.3 years both funds cover.
MFUT vs VOO Performance
Cambria Chesapeake Pure Trend ETF (MFUT) is an ETF from Cambria Investment Management and Vanguard S&P 500 ETF (VOO) is an ETF from Vanguard (US). Over the past year MFUT returned +31.02% while VOO returned +16.61%. Year to date, MFUT is up 21.08% versus a gain of 12.37% for VOO.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
MFUT has been the more volatile fund, with annualized monthly volatility of 14.5% compared with 11.8% 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 -29.3% for MFUT and -18.7% 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 0.46. They move together some of the time, and apart the rest.
Fees and Cost Over Time
MFUT charges 0.89% per year while VOO charges 0.03%. On a $10,000 position that is $89 vs $3 annually, a gap of $86 per year that compounds over a long holding period. On income, MFUT currently yields 0.00% against 1.04% for VOO.
Holdings Overlap
At least 30.8% of VOO's money is in holdings MFUT also owns.
Stated as a floor: for MFUT, our book for it covers 89.7% of that fund, so a holding it does not list is one we cannot count as shared. The real figure is this or higher.
The two portfolios partly overlap.
37 positions in common, counted across the 41 positions we hold weights for in MFUT and 494 in VOO, against full books of 143 and 509.
Top Shared Holdings
| Stock | Weight in MFUT | Weight in VOO | Difference |
|---|---|---|---|
| NVDANvidia Corp | 2.23% | 7.55% | 5.32% |
| AAPLApple, Inc | 1.26% | 7.05% | 5.79% |
| MSFTMicrosoft Corp | 0.11% | 5.36% | 5.25% |
| GEGeneral Electric Co. | 2.96% | 0.58% | 2.38% |
| MCKMckesson Corp. | 2.94% | 0.16% | 2.78% |
| KOCoca Cola Co. | 2.06% | 0.53% | 1.53% |
| CATCaterpillar, Inc. | 1.70% | 0.58% | 1.12% |
| MPCMarathon Petroleum Corp | 2.00% | 0.14% | 1.86% |
| LLYEli Lilly & Co. | 0.72% | 1.41% | 0.69% |
| DEDeere & Co Sedol 2261203 | 1.58% | 0.23% | 1.35% |
30.8% of VOO is already inside MFUT.
You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, MFUT or VOO?
MFUT has an expense ratio of 0.89% while VOO charges 0.03%. VOO is the cheaper option, by $86 a year on a $10,000 investment.
Which performed better, MFUT or VOO?
Over the past year MFUT returned +31.02% vs +16.61% for VOO, so MFUT leads on 1-year performance. Over the longest common window we track (2 years), MFUT annualized +0.15% vs +18.96% for VOO. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, MFUT or VOO?
MFUT has been the more volatile fund at 14.5% annualized versus 11.8% for VOO. Worst drawdown: MFUT -29.3% vs VOO -18.7%.
Should I hold both MFUT and VOO?
MFUT and VOO have a monthly-return correlation of 0.46, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
What is the holdings overlap between MFUT and VOO?
At least 30.8% of VOO's money is in holdings MFUT also owns. Our book for MFUT is partial, so the real figure is this or higher. They hold 37 positions in common, counted across the 41 positions we hold weights for in MFUT and 494 in VOO.
Which pays a higher dividend, MFUT or VOO?
MFUT yields 0.00% while VOO yields 1.04%, so VOO currently pays the higher dividend yield.
Is VOO better than MFUT?
VOO has a lower expense ratio. MFUT led over 1Y, VOO over the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.