NACP vs VOO

NACP vs VOO
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Quick Verdict

VOO has a lower expense ratio. NACP delivered stronger 1-year returns. VOO offers more diversification with 509 holdings.

Lower Fees: VOOHigher Returns: NACPMore Diversified: VOO

Side-by-Side Comparison

MetricNACPVOOWinner
Expense Ratio0.49%0.03%
AUM$76M$997.4B
Dividend Yield0.57%1.08%
Holdings203509
YTD Return+19.65%+12.38%
1Y Return+33.09%+20.22%
3Y Return (annualized)+25.41%+21.79%
5Y Return (annualized)+14.39%+12.84%
Volatility (annualized)17.7%14.1%
Max Drawdown-31.0%-34.3%
Fund FamilyImpact sharesVanguard (US)
CategoryEquityEquity
InceptionJul 12, 2018Sep 7, 2010

NACP vs VOO Performance

Impact Shares NAACP Minority Empowerment ETF (NACP) is a ETF from Impact shares and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year NACP returned +33.09% while VOO returned +20.22%. Year to date, NACP is up 19.65% versus a gain of 12.38% for VOO.

Over three years, NACP compounded at +25.41% per year against +21.79% for VOO; over five years the annualized figures are +14.39% and +12.84% respectively. Across the full 8-year window we track, NACP has the edge at +16.21% annualized vs +13.45%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

NACP has been the more volatile fund, with annualized monthly volatility of 17.7% 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 -31.0% for NACP 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 0.98. They move almost in lockstep, so holding both mostly duplicates the same exposure.

Fees and Cost Over Time

NACP charges 0.49% per year while VOO charges 0.03%. On a $10,000 position that is $49 vs $3 annually, a gap of $46 per year that compounds over a long holding period. On income, NACP currently yields 0.57% against 1.08% for VOO.

Holdings Overlap

56.0%overlap

NACP and VOO share 188 holdings out of 519 unique holdings combined, representing a 56.0% weight overlap.

High overlap means holding both may not provide much additional diversification.

Top Shared Holdings

StockWeight in NACPWeight in VOODifference
NVDA4.79%7.51%2.72%
MSFT4.77%4.30%0.47%
AMZN4.80%3.62%1.18%
GOOGLProProPro
MUProProPro
METAProProPro
TSLAProProPro
AMDProProPro
JPMProProPro
INTCProProPro
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Frequently Asked Questions

Which is cheaper, NACP or VOO?

NACP has an expense ratio of 0.49% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $46 per year of difference.

Which performed better, NACP or VOO?

Over the past year NACP returned +33.09% vs +20.22% for VOO, so NACP leads on 1-year performance. Over the longest common window we track (8 years), NACP annualized +16.21% vs +13.45% for VOO. Past performance does not guarantee future results.

Which is riskier, NACP or VOO?

NACP has been the more volatile fund at 17.7% annualized versus 14.1% for VOO. Worst drawdown: NACP -31.0% vs VOO -34.3%.

Should I hold both NACP and VOO?

NACP and VOO have a monthly-return correlation of 0.98, so they move almost identically. Holding both adds little diversification - most investors pick one, usually on fees or the specific index tracked.

What is the holdings overlap between NACP and VOO?

NACP and VOO share 188 common holdings with a 56.0% weight overlap. Combined, they hold 519 unique securities.

Which pays a higher dividend, NACP or VOO?

NACP yields 0.57% while VOO yields 1.08%, so VOO currently pays the higher dividend yield.

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