UCC vs VOO

UCC vs VOO

Which is better, UCC or VOO?

Multi Alternative against Large Cap Blend.

VOO has a lower expense ratio. UCC led over the full window, VOO over 1Y, 3Y and 5Y.

Lower Fees: VOOHigher Returns: split

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

MetricUCCVOO
Expense Ratio0.95%0.03%Best
AUM$9M$997.4B
Dividend Yield1.28%1.04%
Holdings51509
YTD Return-17.46%+11.48%Best
1Y Return-21.77%+15.94%Best
3Y Return (annualized)+8.67%+21.01%Best
5Y Return (annualized)-3.92%+12.66%Best
Volatility (annualized)34.0%14.1%Best
Max Drawdown-61.8%-34.3%Best
$10,000 over 5 years$8,188$18,149Best
Fund FamilyProSharesVanguard (US)
CategoryAlternativeEquity
StyleMulti AlternativeLarge Cap Blend
InceptionJan 30, 2007Sep 7, 2010

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown are measured over the window both funds cover: Sep 9, 2010 to Sep 15, 2026 (16 years).

UCC 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 16 years both funds cover.

UCC vs VOO Performance

ProShares Ultra Consumer Discretionary (UCC) is an ETF from ProShares and Vanguard S&P 500 ETF (VOO) is an ETF from Vanguard (US). Over the past year UCC returned -21.77% while VOO returned +15.94%. Year to date, UCC is down 17.46% versus a gain of 11.48% for VOO.

Over three years, UCC compounded at +8.67% per year against +21.01% for VOO; over five years the annualized figures are -3.92% and +12.66% respectively. Across the full 16-year window we track, UCC has the edge at +20.20% annualized vs +13.34%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

UCC has been the more volatile fund, with annualized monthly volatility of 34.0% 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 -61.8% for UCC and -34.3% 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 0.89. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

UCC 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, UCC currently yields 1.28% against 1.04% for VOO.

Holdings Overlap

VOO already in UCC9.2%

At least 9.2% of VOO's money is in holdings UCC also owns.

Stated as a floor: for UCC, our book for it covers 63.7% of that fund, so a holding it does not list is one we cannot count as shared. The real figure is this or higher.

VOO and UCC share little of their money.

43 positions in common, counted across the 47 positions we hold weights for in UCC and 494 in VOO, against full books of 51 and 509.

Top Shared Holdings

StockWeight in UCCWeight in VOODifference
AMZNAmazon.Com Inc15.55%4.13%11.42%
TSLATesla Inc11.04%1.36%9.68%
HDHome Depot Inc/The3.48%0.51%2.97%
MCDMcdonald'S Corp2.58%0.30%2.28%
BKNGBooking Holdings, Inc.2.46%0.23%2.23%
TJXTjx Cos Inc2.23%0.27%1.96%
SBUXStarbucks Corp1.94%0.19%1.75%
LOWLowes Cos., Inc.1.83%0.18%1.65%
DASHDoordash Inc - A1.40%0.12%1.28%
GMGeneral Motors Co1.24%0.12%1.12%

You are not choosing between two funds in isolation.

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

UCCVOO

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, UCC or VOO?

UCC has an expense ratio of 0.95% while VOO charges 0.03%. VOO is the cheaper option, by $92 a year on a $10,000 investment.

Which performed better, UCC or VOO?

Over the past year UCC returned -21.77% vs +15.94% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (16 years), UCC annualized +20.20% vs +13.34% for VOO. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, UCC or VOO?

UCC has been the more volatile fund at 34.0% annualized versus 14.1% for VOO. Worst drawdown: UCC -61.8% vs VOO -34.3%.

Should I hold both UCC and VOO?

UCC and VOO have a monthly-return correlation of 0.89, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.

What is the holdings overlap between UCC and VOO?

At least 9.2% of VOO's money is in holdings UCC also owns. Our book for UCC is partial, so the real figure is this or higher. They hold 43 positions in common, counted across the 47 positions we hold weights for in UCC and 494 in VOO.

Which pays a higher dividend, UCC or VOO?

UCC yields 1.28% while VOO yields 1.04%, so UCC currently pays the higher dividend yield.

Is VOO better than UCC?

VOO has a lower expense ratio. UCC led over the full window, VOO over 1Y, 3Y and 5Y. Which one suits a particular account depends on what it is for. This is information, not a recommendation.