NDAA vs VOO
Ned Davis Research 360 Dynamic Allocation 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 | NDAA | VOO | Winner |
|---|---|---|---|
| Expense Ratio | 0.65% | 0.03% | |
| AUM | $4M | $979.0B | |
| Dividend Yield | 2.47% | 1.09% | |
| Holdings | 10 | 509 | |
| YTD Return | +11.41% | +13.79% | |
| 1Y Return | +21.07% | +23.01% | |
| 3Y Return (annualized) | - | +21.78% | |
| 5Y Return (annualized) | - | +13.39% | |
| Volatility (annualized) | 9.9% | 14.1% | |
| Max Drawdown | -13.5% | -34.3% | |
| Fund Family | Ned Davis Research | Vanguard (US) | |
| Category | Allocation/Balanced | Equity | |
| Inception | Oct 16, 2024 | Sep 7, 2010 |
NDAA vs VOO Performance
Ned Davis Research 360 Dynamic Allocation ETF (NDAA) is a ETF from Ned Davis Research and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year NDAA returned +21.07% while VOO returned +23.01%. Year to date, NDAA is up 11.41% versus a gain of 13.79% for VOO.
Risk: Volatility and Drawdowns
VOO has been the more volatile fund, with annualized monthly volatility of 14.1% compared with 9.9% for NDAA. 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 -13.5% for NDAA 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 0.91. They move almost in lockstep, so holding both mostly duplicates the same exposure.
Fees and Cost Over Time
NDAA charges 0.65% per year while VOO charges 0.03%. On a $10,000 position that is $65 vs $3 annually, a gap of $62 per year that compounds over a long holding period. On income, NDAA currently yields 2.47% against 1.09% for VOO.
Holdings Overlap
NDAA and VOO share 0 holdings out of 514 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, NDAA or VOO?
NDAA has an expense ratio of 0.65% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $62 per year of difference.
Which performed better, NDAA or VOO?
Over the past year NDAA returned +21.07% vs +23.01% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (2 years), NDAA annualized +13.68% vs +13.57% for VOO. Past performance does not guarantee future results.
Which is riskier, NDAA or VOO?
VOO has been the more volatile fund at 14.1% annualized versus 9.9% for NDAA. Worst drawdown: NDAA -13.5% vs VOO -34.3%.
Should I hold both NDAA and VOO?
NDAA and VOO have a monthly-return correlation of 0.91, 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 NDAA and VOO?
NDAA and VOO share 0 common holdings with a 0.0% weight overlap. Combined, they hold 514 unique securities.
Which pays a higher dividend, NDAA or VOO?
NDAA yields 2.47% while VOO yields 1.09%, so NDAA currently pays the higher dividend yield.
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