PWRZ vs VOO

PWRZ vs VOO
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Quick Verdict

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

Lower Fees: VOOHigher Returns: PWRZMore Diversified: VOO

Side-by-Side Comparison

MetricPWRZVOOWinner
Expense Ratio0.75%0.03%
AUM$6M$997.4B
Dividend Yield1.84%1.08%
Holdings24509
YTD Return-1.31%+12.68%
1Y Return-+21.87%
3Y Return (annualized)-+22.06%
5Y Return (annualized)-+12.95%
Volatility (annualized)-14.1%
Max Drawdown-4.1%-34.3%
Fund FamilyTrueSharesVanguard (US)
CategoryEquityEquity
InceptionDec 8, 2022Sep 7, 2010

PWRZ vs VOO Performance

TrueShares Eagle Global Next Gen Power Infrastructure ETF (PWRZ) is a ETF from TrueShares and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Year to date, PWRZ is down 1.31% versus a gain of 12.68% for VOO.

Risk: Volatility and Drawdowns

The deepest peak-to-trough decline in our data was -4.1% for PWRZ and -34.3% for VOO. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.

Fees and Cost Over Time

PWRZ charges 0.75% per year while VOO charges 0.03%. On a $10,000 position that is $75 vs $3 annually, a gap of $72 per year that compounds over a long holding period. On income, PWRZ currently yields 1.84% against 1.08% for VOO.

Holdings Overlap

0.7%overlap

PWRZ and VOO share 5 holdings out of 524 unique holdings combined, representing a 0.7% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in PWRZWeight in VOODifference
AEP10.22%0.12%10.10%
NEE6.85%0.28%6.57%
PCG3.92%0.06%3.86%
NRGProProPro
DUKProProPro
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Frequently Asked Questions

Which is cheaper, PWRZ or VOO?

PWRZ has an expense ratio of 0.75% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $72 per year of difference.

What is the holdings overlap between PWRZ and VOO?

PWRZ and VOO share 5 common holdings with a 0.7% weight overlap. Combined, they hold 524 unique securities.

Which pays a higher dividend, PWRZ or VOO?

PWRZ yields 1.84% while VOO yields 1.08%, so PWRZ currently pays the higher dividend yield.

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