PVEX vs VOO

PVEX vs VOO

Which is better, PVEX or VOO?

VOO has been ahead.

VOO has a lower expense ratio. VOO led over 1Y and the full window. The two have moved almost in lockstep, correlation 0.92.

Lower Fees: VOOHigher Returns: VOO

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

MetricPVEXVOO
Expense Ratio0.82%0.03%Best
AUM$58M$997.4B
Dividend Yield0.07%1.04%
Holdings106509
YTD Return+6.62%+11.01%Best
1Y Return+9.72%+15.60%Best
3Y Return (annualized)-+20.82%
5Y Return (annualized)-+12.60%
Volatility (annualized)11.8%Best12.2%
Max Drawdown-7.8%Best-8.9%
$10,000 over 1.2 years$12,070$12,321Best
Fund FamilyTrueSharesVanguard (US)
CategoryAlternativeEquity
Style-Large Cap Blend
InceptionJun 27, 2025Sep 7, 2010

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown, and the $10,000 over 1.2 years row, are measured over the window both funds cover: Jun 30, 2025 to Sep 16, 2026 (1.2 years).

PVEX 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 1.2 years both funds cover.

PVEX vs VOO Performance

TrueShares ConVex Protect ETF (PVEX) is an ETF from TrueShares and Vanguard S&P 500 ETF (VOO) is an ETF from Vanguard (US). Over the past year PVEX returned +9.72% while VOO returned +15.60%. Year to date, PVEX is up 6.62% versus a gain of 11.01% for VOO.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

VOO has been the more volatile fund, with annualized monthly volatility of 12.2% compared with 11.8% for PVEX. 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 -7.8% for PVEX and -8.9% 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 0.92. They move almost in lockstep, so holding both mostly duplicates the same exposure.

Fees and Cost Over Time

PVEX charges 0.82% per year while VOO charges 0.03%. On a $10,000 position that is $82 vs $3 annually, a gap of $79 per year that compounds over a long holding period. On income, PVEX currently yields 0.07% against 1.04% for VOO.

Holdings Overlap

We hold position weights for 19 holdings in PVEX and 494 in VOO, totalling 58.4% 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 19 positions we hold weights for in PVEX and 494 in VOO, against full books of 106 and 509.

You are not choosing between two funds in isolation.

Whichever of PVEX and VOO you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

PVEXVOO

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, PVEX or VOO?

PVEX has an expense ratio of 0.82% while VOO charges 0.03%. VOO is the cheaper option, by $79 a year on a $10,000 investment.

Which performed better, PVEX or VOO?

Over the past year PVEX returned +9.72% vs +15.60% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (1 years), PVEX annualized +16.97% vs +19.00% for VOO. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, PVEX or VOO?

VOO has been the more volatile fund at 12.2% annualized versus 11.8% for PVEX. Worst drawdown: PVEX -7.8% vs VOO -8.9%.

Should I hold both PVEX and VOO?

PVEX and VOO have a monthly-return correlation of 0.92, so they move almost identically. What is left to separate them is the fee and the index each one tracks. This is information, not a recommendation.

Which pays a higher dividend, PVEX or VOO?

PVEX yields 0.07% while VOO yields 1.04%, so VOO currently pays the higher dividend yield.

Is VOO better than PVEX?

VOO has a lower expense ratio. VOO led over 1Y and the full window. The two have moved almost in lockstep, correlation 0.92. Which one suits a particular account depends on what it is for. This is information, not a recommendation.