OPER vs VOO

Quick Verdict

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

Lower Fees: VOOHigher Returns: VOOMore Diversified: VOO

Side-by-Side Comparison

MetricOPERVOOWinner
Expense Ratio0.20%0.03%
AUM$105M$979.0B
Dividend Yield4.36%1.09%
Holdings5509
YTD Return+2.21%+13.80%
1Y Return+3.95%+23.71%
3Y Return (annualized)+4.54%+21.50%
5Y Return (annualized)+3.68%+13.44%
Volatility (annualized)0.8%14.1%
Max Drawdown-3.0%-34.3%
Fund FamilyClearShares ETFsVanguard (US)
CategoryFixed IncomeEquity
InceptionJul 10, 2018Sep 7, 2010

OPER vs VOO Performance

Clearshares Ultra-Short Maturity ETF (OPER) is a ETF from ClearShares ETFs and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year OPER returned +3.95% while VOO returned +23.71%. Year to date, OPER is up 2.21% versus a gain of 13.80% for VOO.

Over three years, OPER compounded at +4.54% per year against +21.50% for VOO; over five years the annualized figures are +3.68% and +13.44% respectively. Across the full 8-year window we track, VOO has the edge at +13.58% annualized vs +2.30%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

VOO has been the more volatile fund, with annualized monthly volatility of 14.1% compared with 0.8% for OPER. 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 -3.0% for OPER 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 0.11. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

OPER 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, OPER currently yields 4.36% against 1.09% for VOO.

Holdings Overlap

0.0%overlap

OPER and VOO share 0 holdings out of 506 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, OPER or VOO?

OPER has an expense ratio of 0.20% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $17 per year of difference.

Which performed better, OPER or VOO?

Over the past year OPER returned +3.95% vs +23.71% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (8 years), OPER annualized +2.30% vs +13.58% for VOO. Past performance does not guarantee future results.

Which is riskier, OPER or VOO?

VOO has been the more volatile fund at 14.1% annualized versus 0.8% for OPER. Worst drawdown: OPER -3.0% vs VOO -34.3%.

Should I hold both OPER and VOO?

OPER and VOO have a monthly-return correlation of 0.11, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between OPER and VOO?

OPER and VOO share 0 common holdings with a 0.0% weight overlap. Combined, they hold 506 unique securities.

Which pays a higher dividend, OPER or VOO?

OPER yields 4.36% while VOO yields 1.09%, so OPER currently pays the higher dividend yield.

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