UPSX vs VOO
UPSX vs VOO
Tradr 2X Long UPST Daily ETF vs Vanguard S&P 500 ETF
Quick Verdict
VOO has a lower expense ratio. VOO delivered stronger 1-year returns. VOO offers more diversification with 505 holdings.
Side-by-Side Comparison
| Metric | UPSX | VOO | Winner |
|---|---|---|---|
| Expense Ratio | 1.30% | 0.03% | |
| AUM | $19M | $979.0B | |
| Dividend Yield | 0.00% | 1.09% | |
| Holdings | 6 | 509 | |
| YTD Return | -68.87% | +13.80% | |
| 1Y Return | -89.53% | +23.71% | |
| 3Y Return (annualized) | - | +21.50% | |
| 5Y Return (annualized) | - | +13.44% | |
| Volatility (annualized) | 116.9% | 14.1% | |
| Max Drawdown | -95.0% | -34.3% | |
| Fund Family | Tradr ETFs | Vanguard (US) | |
| Category | Alternative | Equity | |
| Inception | Jun 9, 2025 | Sep 7, 2010 |
UPSX vs VOO Performance
Tradr 2X Long UPST Daily ETF (UPSX) is a ETF from Tradr ETFs and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year UPSX returned -89.53% while VOO returned +23.71%. Year to date, UPSX is down 68.87% versus a gain of 13.80% for VOO.
Risk: Volatility and Drawdowns
UPSX has been the more volatile fund, with annualized monthly volatility of 116.9% 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 -95.0% for UPSX 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 0.48. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
UPSX charges 1.30% per year while VOO charges 0.03%. On a $10,000 position that is $130 vs $3 annually, a gap of $127 per year that compounds over a long holding period. On income, UPSX currently yields 0.00% against 1.09% for VOO.
Holdings Overlap
UPSX and VOO share 0 holdings out of 506 unique holdings combined, representing a 0.0% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, UPSX or VOO?
UPSX has an expense ratio of 1.30% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $127 per year of difference.
Which performed better, UPSX or VOO?
Over the past year UPSX returned -89.53% vs +23.71% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (1 years), UPSX annualized -82.39% vs +13.58% for VOO. Past performance does not guarantee future results.
Which is riskier, UPSX or VOO?
UPSX has been the more volatile fund at 116.9% annualized versus 14.1% for VOO. Worst drawdown: UPSX -95.0% vs VOO -34.3%.
Should I hold both UPSX and VOO?
UPSX and VOO have a monthly-return correlation of 0.48, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between UPSX and VOO?
UPSX and VOO share 0 common holdings with a 0.0% weight overlap. Combined, they hold 506 unique securities.
Which pays a higher dividend, UPSX or VOO?
UPSX yields 0.00% while VOO yields 1.09%, so VOO currently pays the higher dividend yield.
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