ULTI vs VOO

ULTI vs VOO
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Quick Verdict

VOO has a lower expense ratio. VOO offers more diversification with 509 holdings.

Lower Fees: VOOHigher Returns: TiedMore Diversified: VOO

Side-by-Side Comparison

MetricULTIVOOWinner
Expense Ratio1.32%0.03%
AUM$23M$997.4B
Dividend Yield103.08%1.08%
Holdings103509
YTD Return-23.18%+12.95%
1Y Return-+20.69%
3Y Return (annualized)-+22.09%
5Y Return (annualized)-+13.40%
Volatility (annualized)-14.1%
Max Drawdown-54.0%-34.3%
Fund FamilyREX SharesVanguard (US)
CategoryAlternativeEquity
InceptionOct 31, 2025Sep 7, 2010

ULTI vs VOO Performance

REX IncomeMax Option Strategy ETF (ULTI) is a ETF from REX Shares and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Year to date, ULTI is down 23.18% versus a gain of 12.95% for VOO.

Risk: Volatility and Drawdowns

The deepest peak-to-trough decline in our data was -54.0% for ULTI and -34.3% for VOO. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.

Fees and Cost Over Time

ULTI charges 1.32% per year while VOO charges 0.03%. On a $10,000 position that is $132 vs $3 annually, a gap of $129 per year that compounds over a long holding period. On income, ULTI currently yields 103.08% against 1.08% for VOO.

Holdings Overlap

1.6%overlap

ULTI and VOO share 5 holdings out of 521 unique holdings combined, representing a 1.6% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in ULTIWeight in VOODifference
LRCX4.94%0.84%4.10%
CRWD4.90%0.30%4.60%
QCOM4.90%0.30%4.60%
HOODProProPro
MRNAProProPro
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Frequently Asked Questions

Which is cheaper, ULTI or VOO?

ULTI has an expense ratio of 1.32% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $129 per year of difference.

What is the holdings overlap between ULTI and VOO?

ULTI and VOO share 5 common holdings with a 1.6% weight overlap. Combined, they hold 521 unique securities.

Which pays a higher dividend, ULTI or VOO?

ULTI yields 103.08% while VOO yields 1.08%, so ULTI currently pays the higher dividend yield.

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