THTA vs VOO

THTA vs VOO

Which is better, THTA or VOO?

Long Term High Quality 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

MetricTHTAVOO
Expense Ratio0.65%0.03%Best
AUM$59M$997.4B
Dividend Yield10.77%1.04%
Holdings9509
YTD Return+11.46%+13.21%Best
1Y Return+15.59%+17.37%Best
3Y Return (annualized)-+22.66%
5Y Return (annualized)-+13.14%
Volatility (annualized)13.3%11.7%Best
Max Drawdown-31.4%-18.7%Best
$10,000 over 2.9 years$10,748$17,881Best
Fund FamilySoFiVanguard (US)
CategoryFixed IncomeEquity
StyleLong Term High QualityLarge Cap Blend
InceptionNov 15, 2023Sep 7, 2010

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown, and the $10,000 over 2.9 years row, are measured over the window both funds cover: Nov 15, 2023 to Sep 24, 2026 (2.9 years).

THTA vs VOO growth

Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 2.9 years both funds cover.

THTA vs VOO Performance

SoFi Enhanced Yield ETF (THTA) is an ETF from SoFi and Vanguard S&P 500 ETF (VOO) is an ETF from Vanguard (US). Over the past year THTA returned +15.59% while VOO returned +17.37%. Year to date, THTA is up 11.46% versus a gain of 13.21% for VOO.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

THTA has been the more volatile fund, with annualized monthly volatility of 13.3% compared with 11.7% 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 -31.4% for THTA 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 0.18. They move largely independently of each other.

Fees and Cost Over Time

THTA charges 0.65% per year while VOO charges 0.03%. On a $10,000 position that is $65 vs $3 annually, a gap of $62 per year that compounds over a long holding period. On income, THTA currently yields 10.77% against 1.04% for VOO.

Holdings Overlap

We hold position weights for 2 holdings in THTA and 494 in VOO, totalling 21.5% and 99.5% of the two funds. The two books name no position in common, so there is no overlap percentage to show.

0 positions in common, counted across the 2 positions we hold weights for in THTA and 494 in VOO, against full books of 9 and 509.

You are not choosing between two funds in isolation.

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

THTAVOO

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, THTA or VOO?

THTA has an expense ratio of 0.65% while VOO charges 0.03%. VOO is the cheaper option, by $62 a year on a $10,000 investment.

Which performed better, THTA or VOO?

Over the past year THTA returned +15.59% vs +17.37% for VOO, so VOO leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, THTA or VOO?

THTA has been the more volatile fund at 13.3% annualized versus 11.7% for VOO. Worst drawdown: THTA -31.4% vs VOO -18.7%.

Should I hold both THTA and VOO?

THTA and VOO have a monthly-return correlation of 0.18, 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, THTA or VOO?

THTA yields 10.77% while VOO yields 1.04%, so THTA currently pays the higher dividend yield.

Is VOO better than THTA?

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.