USOY vs VOO

USOY vs VOO
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Quick Verdict

VOO has a lower expense ratio. USOY delivered stronger 1-year returns. VOO offers more diversification with 509 holdings.

Lower Fees: VOOHigher Returns: USOYMore Diversified: VOO

Side-by-Side Comparison

MetricUSOYVOOWinner
Expense Ratio1.12%0.03%
AUM$65M$997.4B
Dividend Yield57.76%1.08%
Holdings36509
YTD Return+57.61%+12.63%
1Y Return+45.81%+20.89%
3Y Return (annualized)-+21.06%
5Y Return (annualized)-+12.62%
Volatility (annualized)31.0%14.1%
Max Drawdown-25.5%-34.3%
Fund FamilyDefiance ETFs, LLCVanguard (US)
CategoryAlternativeEquity
InceptionMay 9, 2024Sep 7, 2010

USOY vs VOO Performance

Defiance Oil Enhanced Options Income ETF (USOY) is a ETF from Defiance ETFs, LLC and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year USOY returned +45.81% while VOO returned +20.89%. Year to date, USOY is up 57.61% versus a gain of 12.63% for VOO.

Risk: Volatility and Drawdowns

USOY has been the more volatile fund, with annualized monthly volatility of 31.0% 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 -25.5% for USOY 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 -0.21. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

USOY charges 1.12% per year while VOO charges 0.03%. On a $10,000 position that is $112 vs $3 annually, a gap of $109 per year that compounds over a long holding period. On income, USOY currently yields 57.76% against 1.08% for VOO.

Holdings Overlap

0.0%overlap

USOY and VOO share 0 holdings out of 508 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, USOY or VOO?

USOY has an expense ratio of 1.12% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $109 per year of difference.

Which performed better, USOY or VOO?

Over the past year USOY returned +45.81% vs +20.89% for VOO, so USOY leads on 1-year performance. Over the longest common window we track (2 years), USOY annualized +23.84% vs +13.44% for VOO. Past performance does not guarantee future results.

Which is riskier, USOY or VOO?

USOY has been the more volatile fund at 31.0% annualized versus 14.1% for VOO. Worst drawdown: USOY -25.5% vs VOO -34.3%.

Should I hold both USOY and VOO?

USOY and VOO have a monthly-return correlation of -0.21, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between USOY and VOO?

USOY and VOO share 0 common holdings with a 0.0% weight overlap. Combined, they hold 508 unique securities.

Which pays a higher dividend, USOY or VOO?

USOY yields 57.76% while VOO yields 1.08%, so USOY currently pays the higher dividend yield.

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