POWA vs VOO

POWA vs VOO
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Quick Verdict

VOO has a lower expense ratio. VOO delivered stronger 1-year returns. VOO offers more diversification with 509 holdings.

Lower Fees: VOOHigher Returns: VOOMore Diversified: VOO

Side-by-Side Comparison

MetricPOWAVOOWinner
Expense Ratio0.40%0.03%
AUM$184M$997.4B
Dividend Yield0.93%1.08%
Holdings52509
YTD Return+1.87%+12.25%
1Y Return+2.98%+20.92%
3Y Return (annualized)+11.57%+21.79%
5Y Return (annualized)+6.73%+13.05%
Volatility (annualized)13.3%14.1%
Max Drawdown-47.9%-34.3%
Fund FamilyInvesco (US)Vanguard (US)
CategoryEquityEquity
InceptionDec 15, 2006Sep 7, 2010

POWA vs VOO Performance

Invesco Bloomberg Pricing Power ETF (POWA) is a ETF from Invesco (US) and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year POWA returned +2.98% while VOO returned +20.92%. Year to date, POWA is up 1.87% versus a gain of 12.25% for VOO.

Over three years, POWA compounded at +11.57% per year against +21.79% for VOO; over five years the annualized figures are +6.73% and +13.05% respectively. Across the full 16-year window we track, VOO has the edge at +13.45% annualized vs +8.62%. 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 13.3% for POWA. 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 -47.9% for POWA 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 0.87. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

POWA charges 0.40% per year while VOO charges 0.03%. On a $10,000 position that is $40 vs $3 annually, a gap of $37 per year that compounds over a long holding period. On income, POWA currently yields 0.93% against 1.08% for VOO.

Holdings Overlap

7.1%overlap

POWA and VOO share 41 holdings out of 515 unique holdings combined, representing a 7.1% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in POWAWeight in VOODifference
MSFT1.72%4.30%2.58%
KLAC2.99%0.61%2.38%
HD2.22%0.54%1.68%
BBYProProPro
HRLProProPro
WMTProProPro
CAHProProPro
COSTProProPro
MTDProProPro
COOProProPro
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Frequently Asked Questions

Which is cheaper, POWA or VOO?

POWA has an expense ratio of 0.40% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $37 per year of difference.

Which performed better, POWA or VOO?

Over the past year POWA returned +2.98% vs +20.92% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (16 years), POWA annualized +8.62% vs +13.45% for VOO. Past performance does not guarantee future results.

Which is riskier, POWA or VOO?

VOO has been the more volatile fund at 14.1% annualized versus 13.3% for POWA. Worst drawdown: POWA -47.9% vs VOO -34.3%.

Should I hold both POWA and VOO?

POWA and VOO have a monthly-return correlation of 0.87, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between POWA and VOO?

POWA and VOO share 41 common holdings with a 7.1% weight overlap. Combined, they hold 515 unique securities.

Which pays a higher dividend, POWA or VOO?

POWA yields 0.93% while VOO yields 1.08%, so VOO currently pays the higher dividend yield.

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