ROIS 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

MetricROISVOOWinner
Expense Ratio0.49%0.03%
AUM$5M$979.0B
Dividend Yield5.31%1.09%
Holdings293509
YTD Return+4.09%+13.79%
1Y Return+0.12%+23.01%
3Y Return (annualized)-+21.78%
5Y Return (annualized)-+13.39%
Volatility (annualized)13.6%14.1%
Max Drawdown-13.0%-34.3%
Fund FamilyHartford FundsVanguard (US)
CategoryEquityEquity
InceptionMar 18, 2024Sep 7, 2010

ROIS vs VOO Performance

Hartford Multifactor International Small Company ETF (ROIS) is a ETF from Hartford Funds and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year ROIS returned +0.12% while VOO returned +23.01%. Year to date, ROIS is up 4.09% versus a gain of 13.79% for VOO.

Risk: Volatility and Drawdowns

VOO has been the more volatile fund, with annualized monthly volatility of 14.1% compared with 13.6% for ROIS. 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 -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 0.01. They move independently enough that combining them can meaningfully diversify a portfolio.

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 1.09% for VOO.

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. On a $10,000 investment, that is $46 per year of difference.

Which performed better, ROIS or VOO?

Over the past year ROIS returned +0.12% vs +23.01% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (1 years), ROIS annualized +1.18% vs +13.57% for VOO. Past performance does not guarantee future results.

Which is riskier, ROIS or VOO?

VOO has been the more volatile fund at 14.1% annualized versus 13.6% for ROIS. Worst drawdown: ROIS -13.0% vs VOO -34.3%.

Should I hold both ROIS and VOO?

ROIS and VOO have a monthly-return correlation of 0.01, so combining them can provide real diversification depending on your allocation goals.

Which pays a higher dividend, ROIS or VOO?

ROIS yields 5.31% while VOO yields 1.09%, so ROIS currently pays the higher dividend yield.

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