MSFY vs VOO
Kurv Yield Premium Strategy Microsoft ETF vs Vanguard S&P 500 ETF
Quick Verdict
VOO has a lower expense ratio. VOO delivered stronger 1-year returns. VOO offers more diversification with 505 holdings.
Side-by-Side Comparison
| Metric | MSFY | VOO | Winner |
|---|---|---|---|
| Expense Ratio | 0.99% | 0.03% | |
| AUM | $13M | $979.0B | |
| Dividend Yield | 28.34% | 1.09% | |
| Holdings | 11 | 509 | |
| YTD Return | -12.38% | +13.44% | |
| 1Y Return | -17.40% | +22.62% | |
| 3Y Return (annualized) | - | +21.47% | |
| 5Y Return (annualized) | - | +13.27% | |
| Volatility (annualized) | 30.6% | 14.1% | |
| Max Drawdown | -44.7% | -34.3% | |
| Fund Family | Kurv | Vanguard (US) | |
| Category | Alternative | Equity | |
| Inception | Oct 27, 2023 | Sep 7, 2010 |
MSFY vs VOO Performance
Kurv Yield Premium Strategy Microsoft ETF (MSFY) is a ETF from Kurv and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year MSFY returned -17.40% while VOO returned +22.62%. Year to date, MSFY is down 12.38% versus a gain of 13.44% for VOO.
Risk: Volatility and Drawdowns
MSFY has been the more volatile fund, with annualized monthly volatility of 30.6% 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 -44.7% for MSFY 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 0.37. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
MSFY charges 0.99% per year while VOO charges 0.03%. On a $10,000 position that is $99 vs $3 annually, a gap of $96 per year that compounds over a long holding period. On income, MSFY currently yields 28.34% against 1.09% for VOO.
Holdings Overlap
MSFY and VOO share 0 holdings out of 506 unique holdings combined, representing a 0.0% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, MSFY or VOO?
MSFY has an expense ratio of 0.99% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $96 per year of difference.
Which performed better, MSFY or VOO?
Over the past year MSFY returned -17.40% vs +22.62% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (3 years), MSFY annualized -6.59% vs +13.55% for VOO. Past performance does not guarantee future results.
Which is riskier, MSFY or VOO?
MSFY has been the more volatile fund at 30.6% annualized versus 14.1% for VOO. Worst drawdown: MSFY -44.7% vs VOO -34.3%.
Should I hold both MSFY and VOO?
MSFY and VOO have a monthly-return correlation of 0.37, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between MSFY and VOO?
MSFY and VOO share 0 common holdings with a 0.0% weight overlap. Combined, they hold 506 unique securities.
Which pays a higher dividend, MSFY or VOO?
MSFY yields 28.34% while VOO yields 1.09%, so MSFY currently pays the higher dividend yield.
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