RIZE vs VOO
Principal Inflation Protection ETF vs Vanguard S&P 500 ETF
Quick Verdict
VOO has a lower expense ratio. VOO offers more diversification with 509 holdings.
Side-by-Side Comparison
| Metric | RIZE | VOO | Winner |
|---|---|---|---|
| Expense Ratio | 0.19% | 0.03% | |
| AUM | $11M | $997.4B | |
| Dividend Yield | 1.25% | 1.08% | |
| Holdings | 24 | 509 | |
| YTD Return | -1.57% | +12.25% | |
| 1Y Return | - | +20.92% | |
| 3Y Return (annualized) | - | +21.79% | |
| 5Y Return (annualized) | - | +13.05% | |
| Volatility (annualized) | - | 14.1% | |
| Max Drawdown | -2.3% | -34.3% | |
| Fund Family | Principal Funds | Vanguard (US) | |
| Category | Fixed Income | Equity | |
| Inception | May 21, 2026 | Sep 7, 2010 |
RIZE vs VOO Performance
Principal Inflation Protection ETF (RIZE) is a ETF from Principal Funds and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Year to date, RIZE is down 1.57% versus a gain of 12.25% for VOO.
Risk: Volatility and Drawdowns
The deepest peak-to-trough decline in our data was -2.3% for RIZE and -34.3% for VOO. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
Fees and Cost Over Time
RIZE charges 0.19% per year while VOO charges 0.03%. On a $10,000 position that is $19 vs $3 annually, a gap of $16 per year that compounds over a long holding period. On income, RIZE currently yields 1.25% against 1.08% for VOO.
Holdings Overlap
RIZE and VOO share 0 holdings out of 529 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, RIZE or VOO?
RIZE has an expense ratio of 0.19% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $16 per year of difference.
What is the holdings overlap between RIZE and VOO?
RIZE and VOO share 0 common holdings with a 0.0% weight overlap. Combined, they hold 529 unique securities.
Which pays a higher dividend, RIZE or VOO?
RIZE yields 1.25% while VOO yields 1.08%, so RIZE currently pays the higher dividend yield.
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