USG vs VOO

USG vs VOO

Which is better, USG or VOO?

Each has led over a different period.

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

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

MetricUSGVOO
Expense Ratio0.45%0.03%Best
AUM$8M$997.4B
Dividend Yield28.29%1.04%
Holdings4509
YTD Return-5.14%+13.31%Best
1Y Return+9.21%+17.07%Best
3Y Return (annualized)+24.58%Best+22.72%
5Y Return (annualized)+15.71%Best+13.19%
Volatility (annualized)15.4%Best15.7%
Max Drawdown-24.9%-24.5%Best
$10,000 over 5 years$20,742Best$18,580
Fund FamilyUSCF InvestmentsVanguard (US)
CategoryFixed IncomeEquity
Style-Large Cap Blend
InceptionNov 8, 2021Sep 7, 2010

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown are measured over the window both funds cover: Nov 3, 2021 to Sep 23, 2026 (4.9 years).

USG 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 4.9 years both funds cover.

USG vs VOO Performance

USCF Gold Strategy Plus Income Fund (USG) is an ETF from USCF Investments and Vanguard S&P 500 ETF (VOO) is an ETF from Vanguard (US). Over the past year USG returned +9.21% while VOO returned +17.07%. Year to date, USG is down 5.14% versus a gain of 13.31% for VOO.

Over three years, USG compounded at +24.58% per year against +22.72% for VOO; over five years the annualized figures are +15.71% and +13.19% respectively.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

VOO has been the more volatile fund, with annualized monthly volatility of 15.7% compared with 15.4% for USG. 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 -24.9% for USG and -24.5% 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 0.15. They move largely independently of each other.

Fees and Cost Over Time

USG charges 0.45% per year while VOO charges 0.03%. On a $10,000 position that is $45 vs $3 annually, a gap of $42 per year that compounds over a long holding period. On income, USG currently yields 28.29% against 1.04% for VOO.

You are not choosing between two funds in isolation.

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

USGVOO

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Frequently Asked Questions

Which is cheaper, USG or VOO?

USG has an expense ratio of 0.45% while VOO charges 0.03%. VOO is the cheaper option, by $42 a year on a $10,000 investment.

Which performed better, USG or VOO?

Over the past year USG returned +9.21% vs +17.07% for VOO, so VOO leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, USG or VOO?

VOO has been the more volatile fund at 15.7% annualized versus 15.4% for USG. Worst drawdown: USG -24.9% vs VOO -24.5%.

Should I hold both USG and VOO?

USG and VOO have a monthly-return correlation of 0.15, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.

Which pays a higher dividend, USG or VOO?

USG yields 28.29% while VOO yields 1.04%, so USG currently pays the higher dividend yield.

Is VOO better than USG?

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