MSOX vs VOO

MSOX vs VOO

Which is better, MSOX or VOO?

Trading-Leveraged Equity against Large Cap Blend.

VOO has a lower expense ratio. VOO led over 1Y, 3Y and the full window.

Lower Fees: VOOHigher Returns: VOO

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

MetricMSOXVOO
Expense Ratio0.97%0.03%Best
AUM$65M$997.4B
Dividend Yield0.00%1.04%
Holdings9509
YTD Return-25.93%+14.14%Best
1Y Return-49.78%+17.31%Best
3Y Return (annualized)-69.03%+23.04%Best
5Y Return (annualized)-+13.63%
Volatility (annualized)162.7%14.1%Best
Max Drawdown--18.7%
$10,000 over 4.1 years$58$19,904Best
Fund FamilyAdvisorShares TrustVanguard (US)
CategoryAlternativeEquity
StyleTrading-Leveraged EquityLarge Cap Blend
InceptionAug 23, 2022Sep 7, 2010

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown, and the $10,000 over 4.1 years row, are measured over the window both funds cover: Aug 24, 2022 to Sep 22, 2026 (4.1 years).

MSOX 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 4.1 years both funds cover.

MSOX vs VOO Performance

AdvisorShares MSOS Daily Leveraged ETF (MSOX) is an ETF from AdvisorShares Trust and Vanguard S&P 500 ETF (VOO) is an ETF from Vanguard (US). Over the past year MSOX returned -49.78% while VOO returned +17.31%. Year to date, MSOX is down 25.93% versus a gain of 14.14% for VOO.

Over three years, MSOX compounded at -69.03% per year against +23.04% for VOO. Across the full 4-year window we track, VOO has the edge at +18.28% annualized vs -71.56%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

MSOX has been the more volatile fund, with annualized monthly volatility of 162.7% compared with 14.1% for VOO. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.

The two funds' monthly returns correlate at 0.22. They move largely independently of each other.

Fees and Cost Over Time

MSOX charges 0.97% per year while VOO charges 0.03%. On a $10,000 position that is $97 vs $3 annually, a gap of $94 per year that compounds over a long holding period. On income, MSOX currently yields 0.00% against 1.04% for VOO.

Holdings Overlap

We hold position weights for 2 holdings in MSOX and 494 in VOO, totalling 70.9% 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 MSOX and 494 in VOO, against full books of 9 and 509.

You are not choosing between two funds in isolation.

Whichever of MSOX and VOO you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

MSOXVOO

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, MSOX or VOO?

MSOX has an expense ratio of 0.97% while VOO charges 0.03%. VOO is the cheaper option, by $94 a year on a $10,000 investment.

Which performed better, MSOX or VOO?

Over the past year MSOX returned -49.78% vs +17.31% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (4 years), MSOX annualized -71.56% vs +18.28% for VOO. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, MSOX or VOO?

MSOX has been the more volatile fund at 162.7% annualized versus 14.1% for VOO.

Should I hold both MSOX and VOO?

MSOX and VOO have a monthly-return correlation of 0.22, 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, MSOX or VOO?

MSOX yields 0.00% while VOO yields 1.04%, so VOO currently pays the higher dividend yield.

Is VOO better than MSOX?

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.