NVIT vs VOO

Quick Verdict

VOO has a lower expense ratio. VOO offers more diversification with 505 holdings.

Lower Fees: VOOHigher Returns: TiedMore Diversified: VOO

Side-by-Side Comparison

MetricNVITVOOWinner
Expense Ratio1.08%0.03%
AUM$11M$979.0B
Dividend Yield15.30%1.09%
Holdings11509
YTD Return+10.44%+13.80%
1Y Return-+23.71%
3Y Return (annualized)-+21.50%
5Y Return (annualized)-+13.44%
Volatility (annualized)-14.1%
Max Drawdown-18.3%-34.3%
Fund FamilyYieldMax ETFVanguard (US)
CategoryAlternativeEquity
InceptionNov 17, 2025Sep 7, 2010

NVIT vs VOO Performance

YieldMax NVDA Performance & Distribution Target 25 ETF (NVIT) is a ETF from YieldMax ETF and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Year to date, NVIT is up 10.44% versus a gain of 13.80% for VOO.

Risk: Volatility and Drawdowns

The deepest peak-to-trough decline in our data was -18.3% for NVIT and -34.3% for VOO. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.

Fees and Cost Over Time

NVIT charges 1.08% per year while VOO charges 0.03%. On a $10,000 position that is $108 vs $3 annually, a gap of $105 per year that compounds over a long holding period. On income, NVIT currently yields 15.30% against 1.09% for VOO.

Holdings Overlap

0.0%overlap

NVIT and VOO share 0 holdings out of 508 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, NVIT or VOO?

NVIT has an expense ratio of 1.08% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $105 per year of difference.

What is the holdings overlap between NVIT and VOO?

NVIT and VOO share 0 common holdings with a 0.0% weight overlap. Combined, they hold 508 unique securities.

Which pays a higher dividend, NVIT or VOO?

NVIT yields 15.30% while VOO yields 1.09%, so NVIT currently pays the higher dividend yield.

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