NRSH vs VOO

NRSH vs VOO
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Quick Verdict

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

Lower Fees: VOOHigher Returns: NRSHMore Diversified: VOO

Side-by-Side Comparison

MetricNRSHVOOWinner
Expense Ratio0.76%0.03%
AUM$34M$997.4B
Dividend Yield0.31%1.08%
Holdings33509
YTD Return+36.56%+12.95%
1Y Return+49.27%+20.69%
3Y Return (annualized)-+22.09%
5Y Return (annualized)-+13.40%
Volatility (annualized)23.2%14.1%
Max Drawdown-24.0%-34.3%
Fund FamilyAztlan Equity Management, LLCVanguard (US)
CategoryEquityEquity
InceptionNov 29, 2023Sep 7, 2010

NRSH vs VOO Performance

Aztlan North America Nearshoring Stock Selection ETF (NRSH) is a ETF from Aztlan Equity Management, LLC and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year NRSH returned +49.27% while VOO returned +20.69%. Year to date, NRSH is up 36.56% versus a gain of 12.95% for VOO.

Risk: Volatility and Drawdowns

NRSH has been the more volatile fund, with annualized monthly volatility of 23.2% 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 -24.0% for NRSH 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 0.75. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

NRSH charges 0.76% per year while VOO charges 0.03%. On a $10,000 position that is $76 vs $3 annually, a gap of $73 per year that compounds over a long holding period. On income, NRSH currently yields 0.31% against 1.08% for VOO.

Holdings Overlap

11.3%overlap

NRSH and VOO share 16 holdings out of 521 unique holdings combined, representing a 11.3% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in NRSHWeight in VOODifference
NVDA3.42%7.51%4.09%
AVGO3.59%2.77%0.82%
MU3.28%2.02%1.26%
CSCOProProPro
PLTRProProPro
CRWDProProPro
INTUProProPro
NTAPProProPro
ROKProProPro
LRCXProProPro
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Frequently Asked Questions

Which is cheaper, NRSH or VOO?

NRSH has an expense ratio of 0.76% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $73 per year of difference.

Which performed better, NRSH or VOO?

Over the past year NRSH returned +49.27% vs +20.69% for VOO, so NRSH leads on 1-year performance. Over the longest common window we track (3 years), NRSH annualized +19.13% vs +13.50% for VOO. Past performance does not guarantee future results.

Which is riskier, NRSH or VOO?

NRSH has been the more volatile fund at 23.2% annualized versus 14.1% for VOO. Worst drawdown: NRSH -24.0% vs VOO -34.3%.

Should I hold both NRSH and VOO?

NRSH and VOO have a monthly-return correlation of 0.75, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between NRSH and VOO?

NRSH and VOO share 16 common holdings with a 11.3% weight overlap. Combined, they hold 521 unique securities.

Which pays a higher dividend, NRSH or VOO?

NRSH yields 0.31% while VOO yields 1.08%, so VOO currently pays the higher dividend yield.

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