RAAX vs VOO

RAAX vs VOO
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Quick Verdict

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

Lower Fees: VOOHigher Returns: RAAXMore Diversified: VOO

Side-by-Side Comparison

MetricRAAXVOOWinner
Expense Ratio0.55%0.03%
AUM$1.1B$997.4B
Dividend Yield2.11%1.08%
Holdings123509
YTD Return+17.48%+14.27%
1Y Return+32.46%+21.79%
3Y Return (annualized)+20.62%+22.19%
5Y Return (annualized)+14.13%+13.28%
Volatility (annualized)14.7%14.2%
Max Drawdown-33.9%-34.3%
Fund FamilyVanEckVanguard (US)
CategoryAllocation/BalancedEquity
InceptionApr 9, 2018Sep 7, 2010

RAAX vs VOO Performance

VanEck Real Assets ETF (RAAX) is a ETF from VanEck and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year RAAX returned +32.46% while VOO returned +21.79%. Year to date, RAAX is up 17.48% versus a gain of 14.27% for VOO.

Over three years, RAAX compounded at +20.62% per year against +22.19% for VOO; over five years the annualized figures are +14.13% and +13.28% respectively. Across the full 8-year window we track, VOO has the edge at +13.59% annualized vs +9.43%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

RAAX has been the more volatile fund, with annualized monthly volatility of 14.7% compared with 14.2% for VOO. 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 -33.9% for RAAX 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 0.66. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

RAAX charges 0.55% per year while VOO charges 0.03%. On a $10,000 position that is $55 vs $3 annually, a gap of $52 per year that compounds over a long holding period. On income, RAAX currently yields 2.11% against 1.08% for VOO.

Holdings Overlap

7.0%overlap

RAAX and VOO share 42 holdings out of 575 unique holdings combined, representing a 7.0% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in RAAXWeight in VOODifference
WMB1.86%0.14%1.72%
PWR1.80%0.17%1.63%
KMI1.70%0.10%1.60%
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Frequently Asked Questions

Which is cheaper, RAAX or VOO?

RAAX has an expense ratio of 0.55% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $52 per year of difference.

Which performed better, RAAX or VOO?

Over the past year RAAX returned +32.46% vs +21.79% for VOO, so RAAX leads on 1-year performance. Over the longest common window we track (8 years), RAAX annualized +9.43% vs +13.59% for VOO. Past performance does not guarantee future results.

Which is riskier, RAAX or VOO?

RAAX has been the more volatile fund at 14.7% annualized versus 14.2% for VOO. Worst drawdown: RAAX -33.9% vs VOO -34.3%.

Should I hold both RAAX and VOO?

RAAX and VOO have a monthly-return correlation of 0.66, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between RAAX and VOO?

RAAX and VOO share 42 common holdings with a 7.0% weight overlap. Combined, they hold 575 unique securities.

Which pays a higher dividend, RAAX or VOO?

RAAX yields 2.11% while VOO yields 1.08%, so RAAX currently pays the higher dividend yield.

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