MZZ vs VOO

Quick Verdict

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

Lower Fees: VOOHigher Returns: VOOMore Diversified: VOO

Side-by-Side Comparison

MetricMZZVOOWinner
Expense Ratio0.95%0.03%
AUM$2M$979.0B
Dividend Yield5.88%1.09%
Holdings5509
YTD Return-25.53%+13.44%
1Y Return-35.30%+22.62%
3Y Return (annualized)-22.29%+21.47%
5Y Return (annualized)-17.15%+13.27%
Volatility (annualized)34.9%14.1%
Max Drawdown-99.9%-34.3%
Fund FamilyProSharesVanguard (US)
CategoryAlternativeEquity
InceptionJul 11, 2006Sep 7, 2010

MZZ vs VOO Performance

ProShares UltraShort MidCap 400 (MZZ) is a ETF from ProShares and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year MZZ returned -35.30% while VOO returned +22.62%. Year to date, MZZ is down 25.53% versus a gain of 13.44% for VOO.

Over three years, MZZ compounded at -22.29% per year against +21.47% for VOO; over five years the annualized figures are -17.15% and +13.27% respectively. Across the full 16-year window we track, VOO has the edge at +13.55% annualized vs -31.07%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

MZZ has been the more volatile fund, with annualized monthly volatility of 34.9% 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 -99.9% for MZZ 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 -0.89. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

MZZ charges 0.95% per year while VOO charges 0.03%. On a $10,000 position that is $95 vs $3 annually, a gap of $92 per year that compounds over a long holding period. On income, MZZ currently yields 5.88% against 1.09% for VOO.

Frequently Asked Questions

Which is cheaper, MZZ or VOO?

MZZ has an expense ratio of 0.95% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $92 per year of difference.

Which performed better, MZZ or VOO?

Over the past year MZZ returned -35.30% vs +22.62% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (16 years), MZZ annualized -31.07% vs +13.55% for VOO. Past performance does not guarantee future results.

Which is riskier, MZZ or VOO?

MZZ has been the more volatile fund at 34.9% annualized versus 14.1% for VOO. Worst drawdown: MZZ -99.9% vs VOO -34.3%.

Should I hold both MZZ and VOO?

MZZ and VOO have a monthly-return correlation of -0.89, so combining them can provide real diversification depending on your allocation goals.

Which pays a higher dividend, MZZ or VOO?

MZZ yields 5.88% while VOO yields 1.09%, so MZZ currently pays the higher dividend yield.

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