ONEY vs VOO
State Street SPDR Russell 1000 Yield Focus ETF vs Vanguard S&P 500 ETF
Which is better, ONEY or VOO?
Mid Cap Value against Large Cap Blend.
VOO has a lower expense ratio. ONEY led over 1Y, VOO over 3Y, 5Y and the full window. ONEY is less concentrated, with 17.9% of the fund in its ten largest positions against 37.6%.
MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.
Side-by-Side Comparison
| Metric | ONEY | VOO |
|---|---|---|
| Expense Ratio | 0.20% | 0.03%Best |
| AUM | $677M | $997.4B |
| Dividend Yield | 2.74% | 1.04% |
| Holdings | 303 | 509 |
| YTD Return | +16.38%Best | +11.48% |
| 1Y Return | +19.27%Best | +15.94% |
| 3Y Return (annualized) | +14.74% | +21.01%Best |
| 5Y Return (annualized) | +9.77% | +12.66%Best |
| Volatility (annualized) | 18.8% | 15.1%Best |
| Max Drawdown | -47.5% | -34.3%Best |
| $10,000 over 5 years | $15,937 | $18,149Best |
| Top 10 Weight | 17.9%Best | 37.6% |
| Fund Family | State Street Investment Management | Vanguard (US) |
| Category | Equity | Equity |
| Style | Mid Cap Value | Large Cap Blend |
| Inception | Dec 2, 2015 | Sep 7, 2010 |
Volatility and max drawdown are measured over the window both funds cover: Dec 3, 2015 to Sep 15, 2026 (10.8 years).
ONEY vs VOO growth
Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 10.8 years both funds cover.
ONEY vs VOO Performance
State Street SPDR Russell 1000 Yield Focus ETF (ONEY) is an ETF from State Street Investment Management and Vanguard S&P 500 ETF (VOO) is an ETF from Vanguard (US). Over the past year ONEY returned +19.27% while VOO returned +15.94%. Year to date, ONEY is up 16.38% versus a gain of 11.48% for VOO.
Over three years, ONEY compounded at +14.74% per year against +21.01% for VOO; over five years the annualized figures are +9.77% and +12.66% respectively. Across the full 11-year window we track, VOO has the edge at +13.70% annualized vs +9.23%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
ONEY has been the more volatile fund, with annualized monthly volatility of 18.8% compared with 15.1% 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 -47.5% for ONEY and -34.3% for VOO. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.83. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
ONEY charges 0.20% per year while VOO charges 0.03%. On a $10,000 position that is $20 vs $3 annually, a gap of $17 per year that compounds over a long holding period. On income, ONEY currently yields 2.74% against 1.04% for VOO.
Holdings Overlap
67.9% of ONEY's money is in holdings VOO also owns. 5.7% of VOO's money is in holdings ONEY also owns.
The two portfolios partly overlap.
129 positions in common, counted across the 297 positions we hold weights for in ONEY and 494 in VOO, against full books of 303 and 509.
What only one of them owns
Our book lists 358 positions for VOO that do not appear in our book for ONEY (93.5% of the fund), and 161 for ONEY that do not appear in VOO (29.9%).
Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.
Top Shared Holdings
| Stock | Weight in ONEY | Weight in VOO | Difference |
|---|---|---|---|
| PGRProgressive Corporation | 3.59% | 0.19% | 3.40% |
| CMCSAComcast Corp-class A Cmcsa | 2.34% | 0.13% | 2.21% |
| ALLAllstate Corp. | 1.88% | 0.11% | 1.77% |
| ACNAccenture Plc | 1.60% | 0.16% | 1.44% |
| EOGEog Resources Inc | 1.45% | 0.12% | 1.33% |
| OKEOneok Inc. | 1.45% | 0.09% | 1.36% |
| UPSUnited Parcel Service, Inc | 1.41% | 0.12% | 1.29% |
| CICigna Corp. | 1.40% | 0.11% | 1.29% |
| TGTTarget Corp Common Stock Usd.0833 | 1.15% | 0.10% | 1.05% |
| MOAltria Group Inc | 0.95% | 0.18% | 0.77% |
67.9% of ONEY is already inside VOO.
You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, ONEY or VOO?
ONEY has an expense ratio of 0.20% while VOO charges 0.03%. VOO is the cheaper option, by $17 a year on a $10,000 investment.
Which performed better, ONEY or VOO?
Over the past year ONEY returned +19.27% vs +15.94% for VOO, so ONEY leads on 1-year performance. Over the longest common window we track (11 years), ONEY annualized +9.23% vs +13.70% for VOO. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, ONEY or VOO?
ONEY has been the more volatile fund at 18.8% annualized versus 15.1% for VOO. Worst drawdown: ONEY -47.5% vs VOO -34.3%.
Should I hold both ONEY and VOO?
ONEY and VOO have a monthly-return correlation of 0.83, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
What is the holdings overlap between ONEY and VOO?
67.9% of ONEY's money is in holdings VOO also owns. 5.7% of VOO's is in holdings ONEY also owns. They hold 129 positions in common, counted across the 297 positions we hold weights for in ONEY and 494 in VOO.
Which pays a higher dividend, ONEY or VOO?
ONEY yields 2.74% while VOO yields 1.04%, so ONEY currently pays the higher dividend yield.
Is VOO better than ONEY?
VOO has a lower expense ratio. ONEY led over 1Y, VOO over 3Y, 5Y and the full window. ONEY is less concentrated, with 17.9% of the fund in its ten largest positions against 37.6%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.