RISN vs VOO

RISN vs VOO
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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

MetricRISNVOOWinner
Expense Ratio0.72%0.03%
AUM$73M$997.4B
Dividend Yield1.16%1.08%
Holdings29509
YTD Return+8.53%+12.95%
1Y Return+12.09%+20.69%
3Y Return (annualized)+11.65%+22.09%
5Y Return (annualized)+4.20%+13.40%
Volatility (annualized)11.1%14.1%
Max Drawdown-21.9%-34.3%
Fund FamilyInspire ETFsVanguard (US)
CategoryAllocation/BalancedEquity
InceptionJul 15, 2020Sep 7, 2010

RISN vs VOO Performance

Inspire Capital Appreciation ETF (RISN) is a ETF from Inspire ETFs and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year RISN returned +12.09% while VOO returned +20.69%. Year to date, RISN is up 8.53% versus a gain of 12.95% for VOO.

Over three years, RISN compounded at +11.65% per year against +22.09% for VOO; over five years the annualized figures are +4.20% and +13.40% respectively. Across the full 6-year window we track, VOO has the edge at +13.50% annualized vs +6.60%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

VOO has been the more volatile fund, with annualized monthly volatility of 14.1% compared with 11.1% for RISN. 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 -21.9% for RISN 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 0.74. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

RISN charges 0.72% per year while VOO charges 0.03%. On a $10,000 position that is $72 vs $3 annually, a gap of $69 per year that compounds over a long holding period. On income, RISN currently yields 1.16% against 1.08% for VOO.

Holdings Overlap

1.5%overlap

RISN and VOO share 16 holdings out of 517 unique holdings combined, representing a 1.5% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in RISNWeight in VOODifference
FTNT5.20%0.15%5.05%
ODFL4.00%0.06%3.94%
TPL3.59%0.04%3.55%
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Frequently Asked Questions

Which is cheaper, RISN or VOO?

RISN has an expense ratio of 0.72% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $69 per year of difference.

Which performed better, RISN or VOO?

Over the past year RISN returned +12.09% vs +20.69% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (6 years), RISN annualized +6.60% vs +13.50% for VOO. Past performance does not guarantee future results.

Which is riskier, RISN or VOO?

VOO has been the more volatile fund at 14.1% annualized versus 11.1% for RISN. Worst drawdown: RISN -21.9% vs VOO -34.3%.

Should I hold both RISN and VOO?

RISN and VOO have a monthly-return correlation of 0.74, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between RISN and VOO?

RISN and VOO share 16 common holdings with a 1.5% weight overlap. Combined, they hold 517 unique securities.

Which pays a higher dividend, RISN or VOO?

RISN yields 1.16% while VOO yields 1.08%, so RISN currently pays the higher dividend yield.

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