MSOX vs VOO
AdvisorShares MSOS Daily Leveraged 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 | MSOX | VOO | Winner |
|---|---|---|---|
| Expense Ratio | 0.97% | 0.03% | |
| AUM | $46M | $979.0B | |
| Dividend Yield | 0.00% | 1.09% | |
| Holdings | 9 | 509 | |
| YTD Return | -42.48% | +13.44% | |
| 1Y Return | -70.73% | +22.62% | |
| 3Y Return (annualized) | -62.43% | +21.47% | |
| 5Y Return (annualized) | - | +13.27% | |
| Volatility (annualized) | 163.6% | 14.1% | |
| Max Drawdown | -99.8% | -34.3% | |
| Fund Family | AdvisorShares Trust | Vanguard (US) | |
| Category | Alternative | Equity | |
| Inception | Aug 23, 2022 | Sep 7, 2010 |
MSOX vs VOO Performance
AdvisorShares MSOS Daily Leveraged ETF (MSOX) is a ETF from AdvisorShares Trust and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year MSOX returned -70.73% while VOO returned +22.62%. Year to date, MSOX is down 42.48% versus a gain of 13.44% for VOO.
Over three years, MSOX compounded at -62.43% per year against +21.47% for VOO. Across the full 4-year window we track, VOO has the edge at +13.55% annualized vs -74.28%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
MSOX has been the more volatile fund, with annualized monthly volatility of 163.6% 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 -99.8% for MSOX 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 0.22. They move independently enough that combining them can meaningfully diversify a portfolio.
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 1.09% for VOO.
Holdings Overlap
MSOX and VOO share 0 holdings out of 507 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, MSOX or VOO?
MSOX has an expense ratio of 0.97% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $94 per year of difference.
Which performed better, MSOX or VOO?
Over the past year MSOX returned -70.73% vs +22.62% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (4 years), MSOX annualized -74.28% vs +13.55% for VOO. Past performance does not guarantee future results.
Which is riskier, MSOX or VOO?
MSOX has been the more volatile fund at 163.6% annualized versus 14.1% for VOO. Worst drawdown: MSOX -99.8% vs VOO -34.3%.
Should I hold both MSOX and VOO?
MSOX and VOO have a monthly-return correlation of 0.22, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between MSOX and VOO?
MSOX and VOO share 0 common holdings with a 0.0% weight overlap. Combined, they hold 507 unique securities.
Which pays a higher dividend, MSOX or VOO?
MSOX yields 0.00% while VOO yields 1.09%, so VOO currently pays the higher dividend yield.
Popular ETF Comparisons
Get Full ETF Analytics
Access complete holdings data, overlap analysis, screener tools, and more with FundXLS.