ROIS vs VOO

ROIS vs VOO

Which is better, ROIS or VOO?

Small Cap Blend against Large Cap Blend.

VOO has a lower expense ratio. VOO led over 1Y and the full window.

Lower Fees: VOOHigher Returns: VOO

MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.

Side-by-Side Comparison

MetricROISVOO
Expense Ratio0.49%0.03%Best
AUM$5M$997.4B
Dividend Yield5.31%1.04%
Holdings293509
Volatility (annualized)13.6%12.2%Best
Max Drawdown-13.0%Best-18.7%
$10,000 over 1.3 years$10,154$11,888Best
Fund FamilyHartford FundsVanguard (US)
CategoryEquityEquity
StyleSmall Cap BlendLarge Cap Blend
InceptionMar 18, 2024Sep 7, 2010

Not shown on this pair: YTD Return, 1Y Return, 3Y Return (annualized), 5Y Return (annualized), Top 10 Weight.

The two price series end 456 days apart, so a return over any period would be measuring two different stretches of market. Those rows are withheld. ROIS has data through Jun 23, 2025 and VOO through Sep 22, 2026.

Volatility and max drawdown, and the $10,000 over 1.3 years row, are measured over the window both funds cover: Mar 19, 2024 to Jun 23, 2025 (1.3 years).

Risk: Volatility and Drawdowns

ROIS has been the more volatile fund, with annualized monthly volatility of 13.6% compared with 12.2% 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 -13.0% for ROIS and -18.7% for VOO. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.01. They move largely independently of each other.

Fees and Cost Over Time

ROIS 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, ROIS currently yields 5.31% against 1.04% for VOO.

You are not choosing between two funds in isolation.

Whichever of ROIS and VOO you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

ROISVOO

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, ROIS or VOO?

ROIS has an expense ratio of 0.49% while VOO charges 0.03%. VOO is the cheaper option, by $46 a year on a $10,000 investment.

Which is riskier, ROIS or VOO?

ROIS has been the more volatile fund at 13.6% annualized versus 12.2% for VOO. Worst drawdown: ROIS -13.0% vs VOO -18.7%.

Should I hold both ROIS and VOO?

ROIS and VOO have a monthly-return correlation of 0.01, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.

Which pays a higher dividend, ROIS or VOO?

ROIS yields 5.31% while VOO yields 1.04%, so ROIS currently pays the higher dividend yield.

Is VOO better than ROIS?

VOO has a lower expense ratio. VOO led over 1Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.