QBUL vs VOO

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

MetricQBULVOOWinner
Expense Ratio0.79%0.03%
AUM$9M$997.4B
Dividend Yield8.85%1.08%
Holdings15509
YTD Return+2.65%+14.48%
1Y Return-5.47%+22.02%
3Y Return (annualized)-+21.80%
5Y Return (annualized)-+13.36%
Volatility (annualized)6.7%14.2%
Max Drawdown-10.5%-34.3%
Fund FamilyTrueSharesVanguard (US)
CategoryAlternativeEquity
InceptionJun 28, 2024Sep 7, 2010

QBUL vs VOO Performance

TrueShares Quarterly Bull Hedge ETF (QBUL) is a ETF from TrueShares and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year QBUL returned -5.47% while VOO returned +22.02%. Year to date, QBUL is up 2.65% versus a gain of 14.48% for VOO.

Risk: Volatility and Drawdowns

VOO has been the more volatile fund, with annualized monthly volatility of 14.2% compared with 6.7% for QBUL. 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 -10.5% for QBUL 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 0.43. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

QBUL 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, QBUL currently yields 8.85% against 1.08% for VOO.

Holdings Overlap

0.0%overlap

QBUL and VOO share 0 holdings out of 506 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, QBUL or VOO?

QBUL 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, QBUL or VOO?

Over the past year QBUL returned -5.47% vs +22.02% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (2 years), QBUL annualized -0.54% vs +13.61% for VOO. Past performance does not guarantee future results.

Which is riskier, QBUL or VOO?

VOO has been the more volatile fund at 14.2% annualized versus 6.7% for QBUL. Worst drawdown: QBUL -10.5% vs VOO -34.3%.

Should I hold both QBUL and VOO?

QBUL and VOO have a monthly-return correlation of 0.43, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between QBUL and VOO?

QBUL and VOO share 0 common holdings with a 0.0% weight overlap. Combined, they hold 506 unique securities.

Which pays a higher dividend, QBUL or VOO?

QBUL yields 8.85% while VOO yields 1.08%, so QBUL currently pays the higher dividend yield.

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