RWM vs VOO

RWM vs VOO
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Quick Verdict

VOO has a lower expense ratio. VOO delivered stronger 1-year returns. VOO offers more diversification with 509 holdings.

Lower Fees: VOOHigher Returns: VOOMore Diversified: VOO

Side-by-Side Comparison

MetricRWMVOOWinner
Expense Ratio0.95%0.03%
AUM$108M$997.4B
Dividend Yield3.74%1.08%
Holdings10509
YTD Return-17.70%+14.27%
1Y Return-23.87%+21.79%
3Y Return (annualized)-13.45%+22.19%
5Y Return (annualized)-7.06%+13.28%
Volatility (annualized)20.9%14.2%
Max Drawdown-96.9%-34.3%
Fund FamilyProSharesVanguard (US)
CategoryAlternativeEquity
InceptionJan 23, 2007Sep 7, 2010

RWM vs VOO Performance

ProShares Short Russell2000 (RWM) is a ETF from ProShares and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year RWM returned -23.87% while VOO returned +21.79%. Year to date, RWM is down 17.70% versus a gain of 14.27% for VOO.

Over three years, RWM compounded at -13.45% per year against +22.19% for VOO; over five years the annualized figures are -7.06% and +13.28% respectively. Across the full 16-year window we track, VOO has the edge at +13.59% annualized vs -13.88%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

RWM has been the more volatile fund, with annualized monthly volatility of 20.9% compared with 14.2% 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 -96.9% for RWM 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 -0.86. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

RWM charges 0.95% per year while VOO charges 0.03%. On a $10,000 position that is $95 vs $3 annually, a gap of $92 per year that compounds over a long holding period. On income, RWM currently yields 3.74% against 1.08% for VOO.

Holdings Overlap

0.0%overlap

RWM and VOO share 0 holdings out of 506 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, RWM or VOO?

RWM has an expense ratio of 0.95% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $92 per year of difference.

Which performed better, RWM or VOO?

Over the past year RWM returned -23.87% vs +21.79% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (16 years), RWM annualized -13.88% vs +13.59% for VOO. Past performance does not guarantee future results.

Which is riskier, RWM or VOO?

RWM has been the more volatile fund at 20.9% annualized versus 14.2% for VOO. Worst drawdown: RWM -96.9% vs VOO -34.3%.

Should I hold both RWM and VOO?

RWM and VOO have a monthly-return correlation of -0.86, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between RWM and VOO?

RWM and VOO share 0 common holdings with a 0.0% weight overlap. Combined, they hold 506 unique securities.

Which pays a higher dividend, RWM or VOO?

RWM yields 3.74% while VOO yields 1.08%, so RWM currently pays the higher dividend yield.

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