NDIV vs VOO

Quick Verdict

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

Lower Fees: VOOHigher Returns: NDIVMore Diversified: VOO

Side-by-Side Comparison

MetricNDIVVOOWinner
Expense Ratio0.59%0.03%
AUM$27M$979.0B
Dividend Yield8.54%1.09%
Holdings60509
YTD Return+32.20%+14.48%
1Y Return+31.44%+22.02%
3Y Return (annualized)+15.83%+21.80%
5Y Return (annualized)-+13.36%
Volatility (annualized)18.6%14.2%
Max Drawdown-19.7%-34.3%
Fund FamilyAmplify ETFsVanguard (US)
CategoryEquityEquity
InceptionAug 24, 2022Sep 7, 2010

NDIV vs VOO Performance

Amplify Energy & Natural Resources Covered Call ETF (NDIV) is a ETF from Amplify ETFs and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year NDIV returned +31.44% while VOO returned +22.02%. Year to date, NDIV is up 32.20% versus a gain of 14.48% for VOO.

Over three years, NDIV compounded at +15.83% per year against +21.80% for VOO. Across the full 4-year window we track, NDIV has the edge at +14.57% annualized vs +13.61%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

NDIV has been the more volatile fund, with annualized monthly volatility of 18.6% 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 -19.7% for NDIV 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 0.40. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

NDIV charges 0.59% per year while VOO charges 0.03%. On a $10,000 position that is $59 vs $3 annually, a gap of $56 per year that compounds over a long holding period. On income, NDIV currently yields 8.54% against 1.09% for VOO.

Holdings Overlap

0.1%overlap

NDIV and VOO share 2 holdings out of 537 unique holdings combined, representing a 0.1% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in NDIVWeight in VOODifference
LYB5.11%0.02%5.09%
OKE4.85%0.08%4.77%

Frequently Asked Questions

Which is cheaper, NDIV or VOO?

NDIV has an expense ratio of 0.59% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $56 per year of difference.

Which performed better, NDIV or VOO?

Over the past year NDIV returned +31.44% vs +22.02% for VOO, so NDIV leads on 1-year performance. Over the longest common window we track (4 years), NDIV annualized +14.57% vs +13.61% for VOO. Past performance does not guarantee future results.

Which is riskier, NDIV or VOO?

NDIV has been the more volatile fund at 18.6% annualized versus 14.2% for VOO. Worst drawdown: NDIV -19.7% vs VOO -34.3%.

Should I hold both NDIV and VOO?

NDIV and VOO have a monthly-return correlation of 0.40, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between NDIV and VOO?

NDIV and VOO share 2 common holdings with a 0.1% weight overlap. Combined, they hold 537 unique securities.

Which pays a higher dividend, NDIV or VOO?

NDIV yields 8.54% while VOO yields 1.09%, so NDIV currently pays the higher dividend yield.

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