ROBT vs VOO

Quick Verdict

VOO has a lower expense ratio. VOO delivered stronger 1-year returns. VOO offers more diversification with 505 holdings.

Lower Fees: VOOHigher Returns: VOOMore Diversified: VOO

Side-by-Side Comparison

MetricROBTVOOWinner
Expense Ratio0.65%0.03%
AUM$704M$979.0B
Dividend Yield0.00%1.09%
Holdings122509
YTD Return+13.47%+13.72%
1Y Return+18.87%+21.63%
3Y Return (annualized)+11.57%+21.55%
5Y Return (annualized)+2.08%+13.26%
Volatility (annualized)23.6%14.1%
Max Drawdown-44.5%-34.3%
Fund FamilyFirst Trust Portfolios (US)Vanguard (US)
CategoryEquityEquity
InceptionFeb 21, 2018Sep 7, 2010

ROBT vs VOO Performance

First Trust Nasdaq Artificial Intelligence and Robotics ETF (ROBT) is a ETF from First Trust Portfolios (US) and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year ROBT returned +18.87% while VOO returned +21.63%. Year to date, ROBT is up 13.47% versus a gain of 13.72% for VOO.

Over three years, ROBT compounded at +11.57% per year against +21.55% for VOO; over five years the annualized figures are +2.08% and +13.26% respectively. Across the full 9-year window we track, VOO has the edge at +13.56% annualized vs +8.59%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

ROBT has been the more volatile fund, with annualized monthly volatility of 23.6% 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 -44.5% for ROBT 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 0.88. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

ROBT charges 0.65% per year while VOO charges 0.03%. On a $10,000 position that is $65 vs $3 annually, a gap of $62 per year that compounds over a long holding period. On income, ROBT currently yields 0.00% against 1.09% for VOO.

Holdings Overlap

14.6%overlap

ROBT and VOO share 41 holdings out of 578 unique holdings combined, representing a 14.6% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in ROBTWeight in VOODifference
NVDA0.81%7.51%6.70%
AAPL0.45%6.59%6.14%
MSFT0.70%4.30%3.60%
AMZNProProPro
GOOGLProProPro
AVGOProProPro
METAProProPro
MUProProPro
AMDProProPro
PANWProProPro
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Frequently Asked Questions

Which is cheaper, ROBT or VOO?

ROBT has an expense ratio of 0.65% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $62 per year of difference.

Which performed better, ROBT or VOO?

Over the past year ROBT returned +18.87% vs +21.63% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (9 years), ROBT annualized +8.59% vs +13.56% for VOO. Past performance does not guarantee future results.

Which is riskier, ROBT or VOO?

ROBT has been the more volatile fund at 23.6% annualized versus 14.1% for VOO. Worst drawdown: ROBT -44.5% vs VOO -34.3%.

Should I hold both ROBT and VOO?

ROBT and VOO have a monthly-return correlation of 0.88, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between ROBT and VOO?

ROBT and VOO share 41 common holdings with a 14.6% weight overlap. Combined, they hold 578 unique securities.

Which pays a higher dividend, ROBT or VOO?

ROBT yields 0.00% while VOO yields 1.09%, so VOO currently pays the higher dividend yield.

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