OSEA vs VOO
Harbor International Compounders ETF vs Vanguard S&P 500 ETF
Which is better, OSEA or VOO?
VOO has been ahead.
VOO has a lower expense ratio. VOO led over 1Y, 3Y and the full window. VOO is less concentrated, with 37.6% of the fund in its ten largest positions against 44.3%.
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 | OSEA | VOO |
|---|---|---|
| Expense Ratio | 0.55% | 0.03%Best |
| AUM | $432M | $997.4B |
| Dividend Yield | 1.23% | 1.04% |
| Holdings | 38 | 509 |
| YTD Return | -2.97% | +13.31%Best |
| 1Y Return | +1.19% | +17.07%Best |
| 3Y Return (annualized) | +9.57% | +22.72%Best |
| 5Y Return (annualized) | - | +13.19% |
| Volatility (annualized) | 14.5% | 13.2%Best |
| Max Drawdown | -18.1%Best | -18.7% |
| $10,000 over 4 years | $15,121 | $20,195Best |
| Top 10 Weight | 44.3% | 37.6%Best |
| Fund Family | Harbor Funds | Vanguard (US) |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Blend |
| Inception | Sep 6, 2022 | Sep 7, 2010 |
Volatility and max drawdown, and the $10,000 over 4 years row, are measured over the window both funds cover: Sep 8, 2022 to Sep 23, 2026 (4 years).
OSEA 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 4 years both funds cover.
OSEA vs VOO Performance
Harbor International Compounders ETF (OSEA) is an ETF from Harbor Funds and Vanguard S&P 500 ETF (VOO) is an ETF from Vanguard (US). Over the past year OSEA returned +1.19% while VOO returned +17.07%. Year to date, OSEA is down 2.97% versus a gain of 13.31% for VOO.
Over three years, OSEA compounded at +9.57% per year against +22.72% for VOO. Across the full 4-year window we track, VOO has the edge at +19.21% annualized vs +10.89%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
OSEA has been the more volatile fund, with annualized monthly volatility of 14.5% compared with 13.2% 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 -18.1% for OSEA and -18.7% 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 0.72. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
OSEA charges 0.55% per year while VOO charges 0.03%. On a $10,000 position that is $55 vs $3 annually, a gap of $52 per year that compounds over a long holding period. On income, OSEA currently yields 1.23% against 1.04% for VOO.
Holdings Overlap
We hold position weights for 31 holdings in OSEA and 494 in VOO, totalling 99.8% and 99.5% of the two funds. The two books name no position in common, so there is no overlap percentage to show.
0 positions in common, counted across the 31 positions we hold weights for in OSEA and 494 in VOO, against full books of 38 and 509.
What only one of them owns
Our book lists 487 positions for VOO that do not appear in our book for OSEA (99.2% of the fund), and 2 for OSEA that do not appear in VOO (5.2%).
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.
You are not choosing between two funds in isolation.
Whichever of OSEA and VOO you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, OSEA or VOO?
OSEA has an expense ratio of 0.55% while VOO charges 0.03%. VOO is the cheaper option, by $52 a year on a $10,000 investment.
Which performed better, OSEA or VOO?
Over the past year OSEA returned +1.19% vs +17.07% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (4 years), OSEA annualized +10.89% vs +19.21% for VOO. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, OSEA or VOO?
OSEA has been the more volatile fund at 14.5% annualized versus 13.2% for VOO. Worst drawdown: OSEA -18.1% vs VOO -18.7%.
Should I hold both OSEA and VOO?
OSEA and VOO have a monthly-return correlation of 0.72, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
Which pays a higher dividend, OSEA or VOO?
OSEA yields 1.23% while VOO yields 1.04%, so OSEA currently pays the higher dividend yield.
Is VOO better than OSEA?
VOO has a lower expense ratio. VOO led over 1Y, 3Y and the full window. VOO is less concentrated, with 37.6% of the fund in its ten largest positions against 44.3%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.