NFLY 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

MetricNFLYVOOWinner
Expense Ratio1.01%0.03%
AUM$38M$979.0B
Dividend Yield63.77%1.09%
Holdings14509
YTD Return-15.74%+13.79%
1Y Return-34.07%+23.01%
3Y Return (annualized)+14.21%+21.78%
5Y Return (annualized)-+13.39%
Volatility (annualized)27.0%14.1%
Max Drawdown-43.9%-34.3%
Fund FamilyYieldMax ETFVanguard (US)
CategoryAlternativeEquity
InceptionAug 7, 2023Sep 7, 2010

NFLY vs VOO Performance

YieldMax NFLX Option Income Strategy ETF (NFLY) is a ETF from YieldMax ETF and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year NFLY returned -34.07% while VOO returned +23.01%. Year to date, NFLY is down 15.74% versus a gain of 13.79% for VOO.

Over three years, NFLY compounded at +14.21% per year against +21.78% for VOO. Across the full 3-year window we track, VOO has the edge at +13.57% annualized vs +12.86%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

NFLY has been the more volatile fund, with annualized monthly volatility of 27.0% 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 -43.9% for NFLY 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 0.28. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

NFLY charges 1.01% per year while VOO charges 0.03%. On a $10,000 position that is $101 vs $3 annually, a gap of $98 per year that compounds over a long holding period. On income, NFLY currently yields 63.77% against 1.09% for VOO.

Holdings Overlap

0.0%overlap

NFLY and VOO share 0 holdings out of 507 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, NFLY or VOO?

NFLY has an expense ratio of 1.01% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $98 per year of difference.

Which performed better, NFLY or VOO?

Over the past year NFLY returned -34.07% vs +23.01% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (3 years), NFLY annualized +12.86% vs +13.57% for VOO. Past performance does not guarantee future results.

Which is riskier, NFLY or VOO?

NFLY has been the more volatile fund at 27.0% annualized versus 14.1% for VOO. Worst drawdown: NFLY -43.9% vs VOO -34.3%.

Should I hold both NFLY and VOO?

NFLY and VOO have a monthly-return correlation of 0.28, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between NFLY and VOO?

NFLY and VOO share 0 common holdings with a 0.0% weight overlap. Combined, they hold 507 unique securities.

Which pays a higher dividend, NFLY or VOO?

NFLY yields 63.77% while VOO yields 1.09%, so NFLY currently pays the higher dividend yield.

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