USMD vs VOO
CoreValues America First Technology ETF vs Vanguard S&P 500 ETF
Quick Verdict
VOO has a lower expense ratio. VOO offers more diversification with 505 holdings.
Side-by-Side Comparison
| Metric | USMD | VOO | Winner |
|---|---|---|---|
| Expense Ratio | 0.87% | 0.03% | |
| AUM | $292,639.82 | $979.0B | |
| Dividend Yield | 0.00% | 1.09% | |
| Holdings | 119 | 509 | |
| YTD Return | +26.14% | +13.79% | |
| 1Y Return | - | +23.01% | |
| 3Y Return (annualized) | - | +21.78% | |
| 5Y Return (annualized) | - | +13.39% | |
| Volatility (annualized) | - | 14.1% | |
| Max Drawdown | -16.6% | -34.3% | |
| Fund Family | CORE VALUES ALPHA | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Feb 6, 2026 | Sep 7, 2010 |
USMD vs VOO Performance
CoreValues America First Technology ETF (USMD) is a ETF from CORE VALUES ALPHA and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Year to date, USMD is up 26.14% versus a gain of 13.79% for VOO.
Risk: Volatility and Drawdowns
The deepest peak-to-trough decline in our data was -16.6% for USMD 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
USMD charges 0.87% per year while VOO charges 0.03%. On a $10,000 position that is $87 vs $3 annually, a gap of $84 per year that compounds over a long holding period. On income, USMD currently yields 0.00% against 1.09% for VOO.
Holdings Overlap
USMD and VOO share 50 holdings out of 572 unique holdings combined, representing a 29.8% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, USMD or VOO?
USMD has an expense ratio of 0.87% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $84 per year of difference.
What is the holdings overlap between USMD and VOO?
USMD and VOO share 50 common holdings with a 29.8% weight overlap. Combined, they hold 572 unique securities.
Which pays a higher dividend, USMD or VOO?
USMD yields 0.00% while VOO yields 1.09%, so VOO currently pays the higher dividend yield.
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