ROE vs VOO
Astoria US Equal Weight Quality Kings ETF vs Vanguard S&P 500 ETF
Quick Verdict
VOO has a lower expense ratio. ROE delivered stronger 1-year returns. VOO offers more diversification with 505 holdings.
Side-by-Side Comparison
| Metric | ROE | VOO | Winner |
|---|---|---|---|
| Expense Ratio | 0.49% | 0.03% | |
| AUM | $262M | $979.0B | |
| Dividend Yield | 1.00% | 1.09% | |
| Holdings | 102 | 509 | |
| YTD Return | +23.25% | +13.80% | |
| 1Y Return | +37.10% | +23.71% | |
| 3Y Return (annualized) | +22.21% | +21.50% | |
| 5Y Return (annualized) | - | +13.44% | |
| Volatility (annualized) | 14.5% | 14.1% | |
| Max Drawdown | -19.1% | -34.3% | |
| Fund Family | Astoria Portfolio Advisors | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Aug 1, 2023 | Sep 7, 2010 |
ROE vs VOO Performance
Astoria US Equal Weight Quality Kings ETF (ROE) is a ETF from Astoria Portfolio Advisors and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year ROE returned +37.10% while VOO returned +23.71%. Year to date, ROE is up 23.25% versus a gain of 13.80% for VOO.
Over three years, ROE compounded at +22.21% per year against +21.50% for VOO. Across the full 3-year window we track, ROE has the edge at +21.80% annualized vs +13.58%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
ROE has been the more volatile fund, with annualized monthly volatility of 14.5% 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 -19.1% for ROE 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 0.93. They move almost in lockstep, so holding both mostly duplicates the same exposure.
Fees and Cost Over Time
ROE charges 0.49% per year while VOO charges 0.03%. On a $10,000 position that is $49 vs $3 annually, a gap of $46 per year that compounds over a long holding period. On income, ROE currently yields 1.00% against 1.09% for VOO.
Holdings Overlap
ROE and VOO share 83 holdings out of 523 unique holdings combined, representing a 29.9% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, ROE or VOO?
ROE has an expense ratio of 0.49% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $46 per year of difference.
Which performed better, ROE or VOO?
Over the past year ROE returned +37.10% vs +23.71% for VOO, so ROE leads on 1-year performance. Over the longest common window we track (3 years), ROE annualized +21.80% vs +13.58% for VOO. Past performance does not guarantee future results.
Which is riskier, ROE or VOO?
ROE has been the more volatile fund at 14.5% annualized versus 14.1% for VOO. Worst drawdown: ROE -19.1% vs VOO -34.3%.
Should I hold both ROE and VOO?
ROE and VOO have a monthly-return correlation of 0.93, so they move almost identically. Holding both adds little diversification - most investors pick one, usually on fees or the specific index tracked.
What is the holdings overlap between ROE and VOO?
ROE and VOO share 83 common holdings with a 29.9% weight overlap. Combined, they hold 523 unique securities.
Which pays a higher dividend, ROE or VOO?
ROE yields 1.00% while VOO yields 1.09%, so VOO currently pays the higher dividend yield.
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