MSFO vs VOO
YieldMax Microsoft Option Income Strategy ETF vs Vanguard S&P 500 ETF
Which is better, MSFO or VOO?
Multi Alternative against Large Cap Blend.
VOO has a lower expense ratio. VOO led over 1Y, 3Y and 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 | MSFO | VOO |
|---|---|---|
| Expense Ratio | 1.03% | 0.03%Best |
| AUM | $107M | $997.4B |
| Dividend Yield | 38.51% | 1.04% |
| Holdings | 21 | 509 |
| YTD Return | +4.91% | +12.25%Best |
| 1Y Return | +0.05% | +17.03%Best |
| 3Y Return (annualized) | +14.96% | +21.25%Best |
| 5Y Return (annualized) | - | +13.08% |
| Volatility (annualized) | 23.7% | 12.8%Best |
| Max Drawdown | -29.7% | -18.7%Best |
| $10,000 over 3.1 years | $15,606 | $18,163Best |
| Fund Family | YieldMax ETF | Vanguard (US) |
| Category | Alternative | Equity |
| Style | Multi Alternative | Large Cap Blend |
| Inception | Aug 24, 2023 | Sep 7, 2010 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown, and the $10,000 over 3.1 years row, are measured over the window both funds cover: Aug 25, 2023 to Sep 17, 2026 (3.1 years).
MSFO 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 3.1 years both funds cover.
MSFO vs VOO Performance
YieldMax Microsoft Option Income Strategy ETF (MSFO) is an ETF from YieldMax ETF and Vanguard S&P 500 ETF (VOO) is an ETF from Vanguard (US). Over the past year MSFO returned +0.05% while VOO returned +17.03%. Year to date, MSFO is up 4.91% versus a gain of 12.25% for VOO.
Over three years, MSFO compounded at +14.96% per year against +21.25% for VOO.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
MSFO has been the more volatile fund, with annualized monthly volatility of 23.7% compared with 12.8% 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 -29.7% for MSFO 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 0.54. They move together some of the time, and apart the rest.
Fees and Cost Over Time
MSFO charges 1.03% per year while VOO charges 0.03%. On a $10,000 position that is $103 vs $3 annually, a gap of $100 per year that compounds over a long holding period. On income, MSFO currently yields 38.51% against 1.04% for VOO.
Holdings Overlap
We hold position weights for 2 holdings in MSFO and 494 in VOO, totalling 25.5% and 99.5% 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 2 positions we hold weights for in MSFO and 494 in VOO, against full books of 21 and 509.
You are not choosing between two funds in isolation.
Whichever of MSFO and VOO you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, MSFO or VOO?
MSFO has an expense ratio of 1.03% while VOO charges 0.03%. VOO is the cheaper option, by $100 a year on a $10,000 investment.
Which performed better, MSFO or VOO?
Over the past year MSFO returned +0.05% vs +17.03% for VOO, so VOO leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, MSFO or VOO?
MSFO has been the more volatile fund at 23.7% annualized versus 12.8% for VOO. Worst drawdown: MSFO -29.7% vs VOO -18.7%.
Should I hold both MSFO and VOO?
MSFO and VOO have a monthly-return correlation of 0.54, 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, MSFO or VOO?
MSFO yields 38.51% while VOO yields 1.04%, so MSFO currently pays the higher dividend yield.
Is VOO better than MSFO?
VOO has a lower expense ratio. VOO led over 1Y, 3Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.