OARK vs VOO
YieldMax Innovation Option Income Strategy ETF vs Vanguard S&P 500 ETF
Quick Verdict
VOO has a lower expense ratio. VOO delivered stronger 1-year returns. VOO offers more diversification with 505 holdings.
Side-by-Side Comparison
| Metric | OARK | VOO | Winner |
|---|---|---|---|
| Expense Ratio | 1.00% | 0.03% | |
| AUM | $31M | $979.0B | |
| Dividend Yield | 62.19% | 1.09% | |
| Holdings | 15 | 509 | |
| YTD Return | +4.19% | +13.79% | |
| 1Y Return | +9.57% | +23.01% | |
| 3Y Return (annualized) | +14.45% | +21.78% | |
| 5Y Return (annualized) | - | +13.39% | |
| Volatility (annualized) | 29.4% | 14.1% | |
| Max Drawdown | -35.5% | -34.3% | |
| Fund Family | YieldMax ETF | Vanguard (US) | |
| Category | Alternative | Equity | |
| Inception | Nov 22, 2022 | Sep 7, 2010 |
OARK vs VOO Performance
YieldMax Innovation Option Income Strategy ETF (OARK) is a ETF from YieldMax ETF and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year OARK returned +9.57% while VOO returned +23.01%. Year to date, OARK is up 4.19% versus a gain of 13.79% for VOO.
Over three years, OARK compounded at +14.45% per year against +21.78% for VOO. Across the full 4-year window we track, VOO has the edge at +13.57% annualized vs +11.62%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
OARK has been the more volatile fund, with annualized monthly volatility of 29.4% 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 -35.5% for OARK 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
OARK charges 1.00% per year while VOO charges 0.03%. On a $10,000 position that is $100 vs $3 annually, a gap of $97 per year that compounds over a long holding period. On income, OARK currently yields 62.19% against 1.09% for VOO.
Holdings Overlap
OARK 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, OARK or VOO?
OARK has an expense ratio of 1.00% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $97 per year of difference.
Which performed better, OARK or VOO?
Over the past year OARK returned +9.57% vs +23.01% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (4 years), OARK annualized +11.62% vs +13.57% for VOO. Past performance does not guarantee future results.
Which is riskier, OARK or VOO?
OARK has been the more volatile fund at 29.4% annualized versus 14.1% for VOO. Worst drawdown: OARK -35.5% vs VOO -34.3%.
Should I hold both OARK and VOO?
OARK 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 OARK and VOO?
OARK and VOO share 0 common holdings with a 0.0% weight overlap. Combined, they hold 507 unique securities.
Which pays a higher dividend, OARK or VOO?
OARK yields 62.19% while VOO yields 1.09%, so OARK currently pays the higher dividend yield.
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