UMDD vs VOO
UltraPro MidCap400 vs Vanguard S&P 500 ETF
Which is better, UMDD or VOO?
Multi Alternative against Large Cap Blend.
VOO has a lower expense ratio. UMDD led over 1Y and the full window, VOO over 3Y and 5Y. The two have moved almost in lockstep, correlation 0.90.
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
| Metric | UMDD | VOO |
|---|---|---|
| Expense Ratio | 0.95% | 0.03%Best |
| AUM | $29M | $997.4B |
| Dividend Yield | 0.69% | 1.04% |
| Holdings | 409 | 509 |
| YTD Return | +19.14%Best | +11.48% |
| 1Y Return | +21.27%Best | +15.94% |
| 3Y Return (annualized) | +20.14% | +21.01%Best |
| 5Y Return (annualized) | +0.90% | +12.66%Best |
| Volatility (annualized) | 51.6% | 14.1%Best |
| Max Drawdown | -86.4% | -34.3%Best |
| $10,000 over 5 years | $10,458 | $18,149Best |
| Fund Family | ProShares | Vanguard (US) |
| Category | Alternative | Equity |
| Style | Multi Alternative | Large Cap Blend |
| Inception | Feb 9, 2010 | Sep 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).
UMDD 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.
UMDD vs VOO Performance
UltraPro MidCap400 (UMDD) is an ETF from ProShares and Vanguard S&P 500 ETF (VOO) is an ETF from Vanguard (US). Over the past year UMDD returned +21.27% while VOO returned +15.94%. Year to date, UMDD is up 19.14% versus a gain of 11.48% for VOO.
Over three years, UMDD compounded at +20.14% per year against +21.01% for VOO; over five years the annualized figures are +0.90% and +12.66% respectively. Across the full 16-year window we track, UMDD has the edge at +17.78% annualized vs +13.34%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
UMDD has been the more volatile fund, with annualized monthly volatility of 51.6% 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 -86.4% for UMDD 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 0.90. They move almost in lockstep, so holding both mostly duplicates the same exposure.
Fees and Cost Over Time
UMDD 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, UMDD currently yields 0.69% against 1.04% for VOO.
Holdings Overlap
We hold position weights for 396 holdings in UMDD and 494 in VOO, totalling 59.5% and 99.5% of the two funds. That is not enough of UMDD to divide by, so no overlap percentage is shown here. Within what we can see, 1 positions appear in both.
1 positions in common, counted across the 396 positions we hold weights for in UMDD and 494 in VOO, against full books of 409 and 509.
Top Shared Holdings
| Stock | Weight in UMDD | Weight in VOO | Difference |
|---|---|---|---|
| FISFidelity National Information Srvcs Inc | 0.20% | 0.04% | 0.16% |
You are not choosing between two funds in isolation.
Whichever of UMDD and VOO you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, UMDD or VOO?
UMDD 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, UMDD or VOO?
Over the past year UMDD returned +21.27% vs +15.94% for VOO, so UMDD leads on 1-year performance. Over the longest common window we track (16 years), UMDD annualized +17.78% vs +13.34% for VOO. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, UMDD or VOO?
UMDD has been the more volatile fund at 51.6% annualized versus 14.1% for VOO. Worst drawdown: UMDD -86.4% vs VOO -34.3%.
Should I hold both UMDD and VOO?
UMDD and VOO have a monthly-return correlation of 0.90, so they move almost identically. What is left to separate them is the fee and the index each one tracks. This is information, not a recommendation.
Which pays a higher dividend, UMDD or VOO?
UMDD yields 0.69% while VOO yields 1.04%, so VOO currently pays the higher dividend yield.
Is VOO better than UMDD?
VOO has a lower expense ratio. UMDD led over 1Y and the full window, VOO over 3Y and 5Y. The two have moved almost in lockstep, correlation 0.90. Which one suits a particular account depends on what it is for. This is information, not a recommendation.