PEO vs VOO
Adams Natural Resources Fund vs Vanguard S&P 500 ETF
Quick Verdict
VOO has a lower expense ratio. PEO delivered stronger 1-year returns. VOO offers more diversification with 509 holdings.
Side-by-Side Comparison
| Metric | PEO | VOO | Winner |
|---|---|---|---|
| Expense Ratio | 0.58% | 0.03% | |
| AUM | $740M | $997.4B | |
| Dividend Yield | 11.99% | 1.08% | |
| Holdings | 53 | 509 | |
| YTD Return | +31.99% | +12.13% | |
| 1Y Return | +32.53% | +20.36% | |
| 3Y Return (annualized) | +15.18% | +20.90% | |
| 5Y Return (annualized) | +22.51% | +12.59% | |
| Volatility (annualized) | 23.0% | 14.1% | |
| Max Drawdown | -70.9% | -34.3% | |
| Fund Family | Adams Funds | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Jan 30, 1929 | Sep 7, 2010 |
PEO vs VOO Performance
Adams Natural Resources Fund (PEO) is a ETF from Adams Funds and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year PEO returned +32.53% while VOO returned +20.36%. Year to date, PEO is up 31.99% versus a gain of 12.13% for VOO.
Over three years, PEO compounded at +15.18% per year against +20.90% for VOO; over five years the annualized figures are +22.51% and +12.59% respectively. Across the full 16-year window we track, VOO has the edge at +13.41% annualized vs +10.49%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
PEO has been the more volatile fund, with annualized monthly volatility of 23.0% 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 -70.9% for PEO 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 0.65. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
PEO charges 0.58% per year while VOO charges 0.03%. On a $10,000 position that is $58 vs $3 annually, a gap of $55 per year that compounds over a long holding period. On income, PEO currently yields 11.99% against 1.08% for VOO.
Holdings Overlap
PEO and VOO share 45 holdings out of 513 unique holdings combined, representing a 4.7% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, PEO or VOO?
PEO has an expense ratio of 0.58% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $55 per year of difference.
Which performed better, PEO or VOO?
Over the past year PEO returned +32.53% vs +20.36% for VOO, so PEO leads on 1-year performance. Over the longest common window we track (16 years), PEO annualized +10.49% vs +13.41% for VOO. Past performance does not guarantee future results.
Which is riskier, PEO or VOO?
PEO has been the more volatile fund at 23.0% annualized versus 14.1% for VOO. Worst drawdown: PEO -70.9% vs VOO -34.3%.
Should I hold both PEO and VOO?
PEO and VOO have a monthly-return correlation of 0.65, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between PEO and VOO?
PEO and VOO share 45 common holdings with a 4.7% weight overlap. Combined, they hold 513 unique securities.
Which pays a higher dividend, PEO or VOO?
PEO yields 11.99% while VOO yields 1.08%, so PEO currently pays the higher dividend yield.
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