MYLD vs VOO

Quick Verdict

VOO has a lower expense ratio. MYLD delivered stronger 1-year returns. VOO offers more diversification with 505 holdings.

Lower Fees: VOOHigher Returns: MYLDMore Diversified: VOO

Side-by-Side Comparison

MetricMYLDVOOWinner
Expense Ratio1.09%0.03%
AUM$34M$979.0B
Dividend Yield2.18%1.09%
Holdings102509
YTD Return+25.77%+14.48%
1Y Return+35.55%+22.02%
3Y Return (annualized)-+21.80%
5Y Return (annualized)-+13.36%
Volatility (annualized)17.1%14.2%
Max Drawdown-28.2%-34.3%
Fund FamilyCambria Investment ManagementVanguard (US)
CategoryEquityEquity
InceptionJan 4, 2024Sep 7, 2010

MYLD vs VOO Performance

Cambria Micro and SmallCap Shareholder Yield ETF (MYLD) is a ETF from Cambria Investment Management and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year MYLD returned +35.55% while VOO returned +22.02%. Year to date, MYLD is up 25.77% versus a gain of 14.48% for VOO.

Risk: Volatility and Drawdowns

MYLD has been the more volatile fund, with annualized monthly volatility of 17.1% compared with 14.2% 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 -28.2% for MYLD 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 0.60. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

MYLD charges 1.09% per year while VOO charges 0.03%. On a $10,000 position that is $109 vs $3 annually, a gap of $106 per year that compounds over a long holding period. On income, MYLD currently yields 2.18% against 1.09% for VOO.

Holdings Overlap

0.0%overlap

MYLD and VOO share 0 holdings out of 606 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, MYLD or VOO?

MYLD has an expense ratio of 1.09% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $106 per year of difference.

Which performed better, MYLD or VOO?

Over the past year MYLD returned +35.55% vs +22.02% for VOO, so MYLD leads on 1-year performance. Over the longest common window we track (3 years), MYLD annualized +12.15% vs +13.61% for VOO. Past performance does not guarantee future results.

Which is riskier, MYLD or VOO?

MYLD has been the more volatile fund at 17.1% annualized versus 14.2% for VOO. Worst drawdown: MYLD -28.2% vs VOO -34.3%.

Should I hold both MYLD and VOO?

MYLD and VOO have a monthly-return correlation of 0.60, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between MYLD and VOO?

MYLD and VOO share 0 common holdings with a 0.0% weight overlap. Combined, they hold 606 unique securities.

Which pays a higher dividend, MYLD or VOO?

MYLD yields 2.18% while VOO yields 1.09%, so MYLD currently pays the higher dividend yield.

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