SOXY vs VOO
YieldMax Target 12 Semiconductor Option Income ETF vs Vanguard S&P 500 ETF
Quick Verdict
VOO has a lower expense ratio. SOXY delivered stronger 1-year returns. VOO offers more diversification with 509 holdings.
Side-by-Side Comparison
| Metric | SOXY | VOO | Winner |
|---|---|---|---|
| Expense Ratio | 1.06% | 0.03% | |
| AUM | $69M | $997.4B | |
| Dividend Yield | 9.45% | 1.08% | |
| Holdings | 104 | 509 | |
| YTD Return | +57.38% | +12.25% | |
| 1Y Return | +97.38% | +20.92% | |
| 3Y Return (annualized) | - | +21.79% | |
| 5Y Return (annualized) | - | +13.05% | |
| Volatility (annualized) | 40.4% | 14.1% | |
| Max Drawdown | -30.2% | -34.3% | |
| Fund Family | YieldMax ETF | Vanguard (US) | |
| Category | Alternative | Equity | |
| Inception | Dec 2, 2024 | Sep 7, 2010 |
SOXY vs VOO Performance
YieldMax Target 12 Semiconductor Option Income ETF (SOXY) is a ETF from YieldMax ETF and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year SOXY returned +97.38% while VOO returned +20.92%. Year to date, SOXY is up 57.38% versus a gain of 12.25% for VOO.
Risk: Volatility and Drawdowns
SOXY has been the more volatile fund, with annualized monthly volatility of 40.4% 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 -30.2% for SOXY 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 0.74. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
SOXY charges 1.06% per year while VOO charges 0.03%. On a $10,000 position that is $106 vs $3 annually, a gap of $103 per year that compounds over a long holding period. On income, SOXY currently yields 9.45% against 1.08% for VOO.
Holdings Overlap
SOXY and VOO share 18 holdings out of 516 unique holdings combined, representing a 18.0% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, SOXY or VOO?
SOXY has an expense ratio of 1.06% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $103 per year of difference.
Which performed better, SOXY or VOO?
Over the past year SOXY returned +97.38% vs +20.92% for VOO, so SOXY leads on 1-year performance. Over the longest common window we track (2 years), SOXY annualized +58.94% vs +13.45% for VOO. Past performance does not guarantee future results.
Which is riskier, SOXY or VOO?
SOXY has been the more volatile fund at 40.4% annualized versus 14.1% for VOO. Worst drawdown: SOXY -30.2% vs VOO -34.3%.
Should I hold both SOXY and VOO?
SOXY and VOO have a monthly-return correlation of 0.74, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between SOXY and VOO?
SOXY and VOO share 18 common holdings with a 18.0% weight overlap. Combined, they hold 516 unique securities.
Which pays a higher dividend, SOXY or VOO?
SOXY yields 9.45% while VOO yields 1.08%, so SOXY currently pays the higher dividend yield.
Popular ETF Comparisons
Get Full ETF Analytics
Access complete holdings data, overlap analysis, screener tools, and more with FundXLS.