RISR vs VOO
FolioBeyond Alternative Income and Interest Rate 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 | RISR | VOO | Winner |
|---|---|---|---|
| Expense Ratio | 1.04% | 0.03% | |
| AUM | $305M | $979.0B | |
| Dividend Yield | 6.45% | 1.09% | |
| Holdings | 107 | 509 | |
| YTD Return | +5.94% | +14.48% | |
| 1Y Return | +5.78% | +22.02% | |
| 3Y Return (annualized) | +9.99% | +21.80% | |
| 5Y Return (annualized) | - | +13.36% | |
| Volatility (annualized) | 10.2% | 14.2% | |
| Max Drawdown | -14.3% | -34.3% | |
| Fund Family | FolioBeyond | Vanguard (US) | |
| Category | Fixed Income | Equity | |
| Inception | Sep 30, 2021 | Sep 7, 2010 |
RISR vs VOO Performance
FolioBeyond Alternative Income and Interest Rate Hedge ETF (RISR) is a ETF from FolioBeyond and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year RISR returned +5.78% while VOO returned +22.02%. Year to date, RISR is up 5.94% versus a gain of 14.48% for VOO.
Over three years, RISR compounded at +9.99% per year against +21.80% for VOO. Across the full 5-year window we track, RISR has the edge at +14.51% annualized vs +13.61%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
VOO has been the more volatile fund, with annualized monthly volatility of 14.2% compared with 10.2% for RISR. 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 -14.3% for RISR 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 -0.59. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
RISR charges 1.04% per year while VOO charges 0.03%. On a $10,000 position that is $104 vs $3 annually, a gap of $101 per year that compounds over a long holding period. On income, RISR currently yields 6.45% against 1.09% for VOO.
Holdings Overlap
RISR 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, RISR or VOO?
RISR has an expense ratio of 1.04% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $101 per year of difference.
Which performed better, RISR or VOO?
Over the past year RISR returned +5.78% vs +22.02% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (5 years), RISR annualized +14.51% vs +13.61% for VOO. Past performance does not guarantee future results.
Which is riskier, RISR or VOO?
VOO has been the more volatile fund at 14.2% annualized versus 10.2% for RISR. Worst drawdown: RISR -14.3% vs VOO -34.3%.
Should I hold both RISR and VOO?
RISR and VOO have a monthly-return correlation of -0.59, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between RISR and VOO?
RISR and VOO share 0 common holdings with a 0.0% weight overlap. Combined, they hold 506 unique securities.
Which pays a higher dividend, RISR or VOO?
RISR yields 6.45% while VOO yields 1.09%, so RISR currently pays the higher dividend yield.
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