REK vs VOO

REK vs VOO

Which is better, REK or VOO?

Opposite sides of the same exposure.

VOO has a lower expense ratio. VOO led over 1Y, 3Y, 5Y and the full window. The two move opposite each other, correlation -0.72, so holding both offsets the exposure while paying both fees.

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

MetricREKVOO
Expense Ratio0.95%0.03%Best
AUM$12M$997.4B
Dividend Yield3.28%1.04%
Holdings8509
YTD Return-4.66%+14.14%Best
1Y Return-0.96%+17.31%Best
3Y Return (annualized)-5.68%+23.16%Best
5Y Return (annualized)+0.95%+13.85%Best
Volatility (annualized)15.9%14.1%Best
Max Drawdown-82.0%-34.3%Best
$10,000 over 5 years$10,484$19,128Best
Fund FamilyProSharesVanguard (US)
CategoryAlternativeEquity
StyleTrading-Inverse EquityLarge Cap Blend
InceptionMar 16, 2010Sep 7, 2010

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown are measured over the window both funds cover: Sep 9, 2010 to Sep 21, 2026 (16 years).

REK 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 is available from the range buttons; it is not the opening view here because over the whole period one of these two funds moves so much further than the other that its line would sit flat on the axis.

REK vs VOO Performance

ProShares Short Real Estate (REK) is an ETF from ProShares and Vanguard S&P 500 ETF (VOO) is an ETF from Vanguard (US). Over the past year REK returned -0.96% while VOO returned +17.31%. Year to date, REK is down 4.66% versus a gain of 14.14% for VOO.

Over three years, REK compounded at -5.68% per year against +23.16% for VOO; over five years the annualized figures are +0.95% and +13.85% respectively. Across the full 16-year window we track, VOO has the edge at +13.49% annualized vs -9.21%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

REK has been the more volatile fund, with annualized monthly volatility of 15.9% compared with 14.1% 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 -82.0% for REK and -34.3% 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 -0.72. They move opposite each other. Holding both offsets the exposure rather than spreading it, while paying both funds' fees.

Fees and Cost Over Time

REK charges 0.95% per year while VOO charges 0.03%. On a $10,000 position that is $95 vs $3 annually, a gap of $92 per year that compounds over a long holding period. On income, REK currently yields 3.28% against 1.04% for VOO.

Holdings Overlap

We hold position weights for 1 holding in REK and 494 in VOO, totalling 66.5% 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 1 positions we hold weights for in REK and 494 in VOO, against full books of 8 and 509.

You are not choosing between two funds in isolation.

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

REKVOO

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Frequently Asked Questions

Which is cheaper, REK or VOO?

REK has an expense ratio of 0.95% while VOO charges 0.03%. VOO is the cheaper option, by $92 a year on a $10,000 investment.

Which performed better, REK or VOO?

Over the past year REK returned -0.96% vs +17.31% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (16 years), REK annualized -9.21% vs +13.49% for VOO. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, REK or VOO?

REK has been the more volatile fund at 15.9% annualized versus 14.1% for VOO. Worst drawdown: REK -82.0% vs VOO -34.3%.

Should I hold both REK and VOO?

REK and VOO have a monthly-return correlation of -0.72, so they move opposite each other. Holding both offsets the exposure rather than spreading it, and pays both funds' fees on the way. This is information, not a recommendation.

Which pays a higher dividend, REK or VOO?

REK yields 3.28% while VOO yields 1.04%, so REK currently pays the higher dividend yield.

Is VOO better than REK?

VOO has a lower expense ratio. VOO led over 1Y, 3Y, 5Y and the full window. The two move opposite each other, correlation -0.72, so holding both offsets the exposure while paying both fees. Which one suits a particular account depends on what it is for. This is information, not a recommendation.