QBER vs VOO
TrueShares Quarterly Bear Hedge ETF vs Vanguard S&P 500 ETF
Quick Verdict
VOO has a lower expense ratio. VOO delivered stronger 1-year returns. VOO offers more diversification with 505 holdings.
Side-by-Side Comparison
| Metric | QBER | VOO | Winner |
|---|---|---|---|
| Expense Ratio | 0.79% | 0.03% | |
| AUM | $73M | $979.0B | |
| Dividend Yield | 3.29% | 1.09% | |
| Holdings | 18 | 509 | |
| YTD Return | -0.27% | +13.44% | |
| 1Y Return | -3.78% | +22.62% | |
| 3Y Return (annualized) | - | +21.47% | |
| 5Y Return (annualized) | - | +13.27% | |
| Volatility (annualized) | 2.5% | 14.1% | |
| Max Drawdown | -8.7% | -34.3% | |
| Fund Family | TrueShares | Vanguard (US) | |
| Category | Alternative | Equity | |
| Inception | Jun 28, 2024 | Sep 7, 2010 |
QBER vs VOO Performance
TrueShares Quarterly Bear Hedge ETF (QBER) is a ETF from TrueShares and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year QBER returned -3.78% while VOO returned +22.62%. Year to date, QBER is down 0.27% versus a gain of 13.44% for VOO.
Risk: Volatility and Drawdowns
VOO has been the more volatile fund, with annualized monthly volatility of 14.1% compared with 2.5% for QBER. 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 -8.7% for QBER 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 -0.46. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
QBER charges 0.79% per year while VOO charges 0.03%. On a $10,000 position that is $79 vs $3 annually, a gap of $76 per year that compounds over a long holding period. On income, QBER currently yields 3.29% against 1.09% for VOO.
Holdings Overlap
QBER and VOO share 0 holdings out of 507 unique holdings combined, representing a 0.0% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, QBER or VOO?
QBER has an expense ratio of 0.79% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $76 per year of difference.
Which performed better, QBER or VOO?
Over the past year QBER returned -3.78% vs +22.62% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (2 years), QBER annualized -1.67% vs +13.55% for VOO. Past performance does not guarantee future results.
Which is riskier, QBER or VOO?
VOO has been the more volatile fund at 14.1% annualized versus 2.5% for QBER. Worst drawdown: QBER -8.7% vs VOO -34.3%.
Should I hold both QBER and VOO?
QBER and VOO have a monthly-return correlation of -0.46, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between QBER and VOO?
QBER and VOO share 0 common holdings with a 0.0% weight overlap. Combined, they hold 507 unique securities.
Which pays a higher dividend, QBER or VOO?
QBER yields 3.29% while VOO yields 1.09%, so QBER currently pays the higher dividend yield.
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