USAF vs VOO

USAF vs VOO

Which is better, USAF or VOO?

VOO has been ahead.

VOO has a lower expense ratio. VOO led over 1Y and the full window. VOO is less concentrated, with 37.6% of the fund in its ten largest positions against 72.2%.

Lower Fees: VOOHigher Returns: VOOLess Concentrated: 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

MetricUSAFVOO
Expense Ratio0.89%0.03%Best
AUM$17M$997.4B
Dividend Yield2.36%1.04%
Holdings73509
YTD Return+4.48%+12.37%Best
1Y Return+6.32%+16.61%Best
3Y Return (annualized)-+21.37%
5Y Return (annualized)-+13.49%
Volatility (annualized)4.8%Best12.7%
Max Drawdown-4.5%Best-18.7%
$10,000 over 1.8 years$11,415$13,154Best
Top 10 Weight72.2%37.6%Best
Fund FamilyAtlas Capital TeamVanguard (US)
CategoryEquityEquity
StyleLarge Cap BlendLarge Cap Blend
InceptionNov 19, 2024Sep 7, 2010

Volatility and max drawdown, and the $10,000 over 1.8 years row, are measured over the window both funds cover: Nov 20, 2024 to Sep 18, 2026 (1.8 years).

USAF 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 1.8 years both funds cover.

USAF vs VOO Performance

Atlas America Fund ETF (USAF) is an ETF from Atlas Capital Team and Vanguard S&P 500 ETF (VOO) is an ETF from Vanguard (US). Over the past year USAF returned +6.32% while VOO returned +16.61%. Year to date, USAF is up 4.48% versus a gain of 12.37% for VOO.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

VOO has been the more volatile fund, with annualized monthly volatility of 12.7% compared with 4.8% for USAF. 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 -4.5% for USAF 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 0.21. They move largely independently of each other.

Fees and Cost Over Time

USAF charges 0.89% per year while VOO charges 0.03%. On a $10,000 position that is $89 vs $3 annually, a gap of $86 per year that compounds over a long holding period. On income, USAF currently yields 2.36% against 1.04% for VOO.

Holdings Overlap

USAF already in VOO10.7%
VOO already in USAF1.0%

10.7% of USAF's money is in holdings VOO also owns. 1.0% of VOO's money is in holdings USAF also owns.

USAF and VOO share little of their money.

14 positions in common, counted across the 62 positions we hold weights for in USAF and 494 in VOO, against full books of 73 and 509.

What only one of them owns

Our book lists 473 positions for VOO that do not appear in our book for USAF (98.2% of the fund), and 48 for USAF that do not appear in VOO (86.4%).

Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.

Top Shared Holdings

StockWeight in USAFWeight in VOODifference
WELLWelltower, Inc.1.35%0.26%1.09%
EQIXEquinix Inc. Real Estate Investment Trust1.32%0.16%1.16%
DLRDigital Realty Trust Inc.1.37%0.10%1.27%
AMTAmerican Tower Corporation1.28%0.13%1.15%
ORealty Income Corp.1.26%0.09%1.17%
EQRVivmark Residential1.12%0.04%1.08%
CCICrown Castle International Corp0.69%0.05%0.64%
ESSEssex Property0.45%0.03%0.42%
SBACSba Communications Corp. Class A Real Estate Investment Tru0.40%0.03%0.37%
DOCHealthpeak Properties Inc0.35%0.02%0.33%

You are not choosing between two funds in isolation.

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

USAFVOO

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, USAF or VOO?

USAF has an expense ratio of 0.89% while VOO charges 0.03%. VOO is the cheaper option, by $86 a year on a $10,000 investment.

Which performed better, USAF or VOO?

Over the past year USAF returned +6.32% vs +16.61% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (2 years), USAF annualized +7.63% vs +16.45% for VOO. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, USAF or VOO?

VOO has been the more volatile fund at 12.7% annualized versus 4.8% for USAF. Worst drawdown: USAF -4.5% vs VOO -18.7%.

Should I hold both USAF and VOO?

USAF and VOO have a monthly-return correlation of 0.21, 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 USAF and VOO?

10.7% of USAF's money is in holdings VOO also owns. 1.0% of VOO's is in holdings USAF also owns. They hold 14 positions in common, counted across the 62 positions we hold weights for in USAF and 494 in VOO.

Which pays a higher dividend, USAF or VOO?

USAF yields 2.36% while VOO yields 1.04%, so USAF currently pays the higher dividend yield.

Is VOO better than USAF?

VOO has a lower expense ratio. VOO led over 1Y and the full window. VOO is less concentrated, with 37.6% of the fund in its ten largest positions against 72.2%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.