NOVM vs VOO

NOVM vs VOO
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Quick Verdict

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

Lower Fees: VOOHigher Returns: VOOMore Diversified: VOO

Side-by-Side Comparison

MetricNOVMVOOWinner
Expense Ratio0.85%0.03%
AUM$28M$997.4B
Dividend Yield0.00%1.08%
Holdings5509
YTD Return+3.67%+12.25%
1Y Return+7.10%+20.92%
3Y Return (annualized)-+21.79%
5Y Return (annualized)-+13.05%
Volatility (annualized)2.7%14.1%
Max Drawdown-3.3%-34.3%
Fund FamilyFirst Trust Portfolios (US)Vanguard (US)
CategoryAlternativeEquity
InceptionNov 15, 2024Sep 7, 2010

NOVM vs VOO Performance

FT Vest US Equity Max Buffer ETF - November (NOVM) is a ETF from First Trust Portfolios (US) and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year NOVM returned +7.10% while VOO returned +20.92%. Year to date, NOVM is up 3.67% versus a gain of 12.25% for VOO.

Risk: Volatility and Drawdowns

VOO has been the more volatile fund, with annualized monthly volatility of 14.1% compared with 2.7% for NOVM. 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 -3.3% for NOVM 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 0.94. They move almost in lockstep, so holding both mostly duplicates the same exposure.

Fees and Cost Over Time

NOVM charges 0.85% per year while VOO charges 0.03%. On a $10,000 position that is $85 vs $3 annually, a gap of $82 per year that compounds over a long holding period. On income, NOVM currently yields 0.00% against 1.08% for VOO.

Holdings Overlap

0.0%overlap

NOVM and VOO share 0 holdings out of 506 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, NOVM or VOO?

NOVM has an expense ratio of 0.85% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $82 per year of difference.

Which performed better, NOVM or VOO?

Over the past year NOVM returned +7.10% vs +20.92% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (2 years), NOVM annualized +6.56% vs +13.45% for VOO. Past performance does not guarantee future results.

Which is riskier, NOVM or VOO?

VOO has been the more volatile fund at 14.1% annualized versus 2.7% for NOVM. Worst drawdown: NOVM -3.3% vs VOO -34.3%.

Should I hold both NOVM and VOO?

NOVM and VOO have a monthly-return correlation of 0.94, 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 NOVM and VOO?

NOVM and VOO share 0 common holdings with a 0.0% weight overlap. Combined, they hold 506 unique securities.

Which pays a higher dividend, NOVM or VOO?

NOVM yields 0.00% while VOO yields 1.08%, so VOO currently pays the higher dividend yield.

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