NRES vs VOO

Quick Verdict

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

Lower Fees: VOOHigher Returns: NRESMore Diversified: VOO

Side-by-Side Comparison

MetricNRESVOOWinner
Expense Ratio0.45%0.03%
AUM$34M$979.0B
Dividend Yield2.67%1.09%
Holdings63509
YTD Return+16.33%+13.72%
1Y Return+35.51%+21.63%
3Y Return (annualized)-+21.55%
5Y Return (annualized)-+13.26%
Volatility (annualized)16.1%14.1%
Max Drawdown-21.5%-34.3%
Fund FamilyXtrackers ETFsVanguard (US)
CategoryEquityEquity
InceptionFeb 27, 2024Sep 7, 2010

NRES vs VOO Performance

Xtrackers RREEF Global Natural Resources ETF (NRES) is a ETF from Xtrackers ETFs and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year NRES returned +35.51% while VOO returned +21.63%. Year to date, NRES is up 16.33% versus a gain of 13.72% for VOO.

Risk: Volatility and Drawdowns

NRES has been the more volatile fund, with annualized monthly volatility of 16.1% 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 -21.5% for NRES 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 0.14. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

NRES charges 0.45% per year while VOO charges 0.03%. On a $10,000 position that is $45 vs $3 annually, a gap of $42 per year that compounds over a long holding period. On income, NRES currently yields 2.67% against 1.09% for VOO.

Holdings Overlap

2.7%overlap

NRES and VOO share 24 holdings out of 537 unique holdings combined, representing a 2.7% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in NRESWeight in VOODifference
XOM3.92%0.88%3.04%
NEM4.18%0.15%4.03%
CVX3.10%0.48%2.62%
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Frequently Asked Questions

Which is cheaper, NRES or VOO?

NRES has an expense ratio of 0.45% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $42 per year of difference.

Which performed better, NRES or VOO?

Over the past year NRES returned +35.51% vs +21.63% for VOO, so NRES leads on 1-year performance. Over the longest common window we track (3 years), NRES annualized +17.21% vs +13.56% for VOO. Past performance does not guarantee future results.

Which is riskier, NRES or VOO?

NRES has been the more volatile fund at 16.1% annualized versus 14.1% for VOO. Worst drawdown: NRES -21.5% vs VOO -34.3%.

Should I hold both NRES and VOO?

NRES and VOO have a monthly-return correlation of 0.14, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between NRES and VOO?

NRES and VOO share 24 common holdings with a 2.7% weight overlap. Combined, they hold 537 unique securities.

Which pays a higher dividend, NRES or VOO?

NRES yields 2.67% while VOO yields 1.09%, so NRES currently pays the higher dividend yield.

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