USRD vs VOO
Themes US R&D Champions 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 | USRD | VOO | Winner |
|---|---|---|---|
| Expense Ratio | 0.29% | 0.03% | |
| AUM | $1M | $979.0B | |
| Dividend Yield | 0.37% | 1.09% | |
| Holdings | 103 | 509 | |
| YTD Return | +11.85% | +13.79% | |
| 1Y Return | +11.19% | +23.01% | |
| 3Y Return (annualized) | - | +21.78% | |
| 5Y Return (annualized) | - | +13.39% | |
| Volatility (annualized) | 16.7% | 14.1% | |
| Max Drawdown | -22.7% | -34.3% | |
| Fund Family | Themes ETFs | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Dec 13, 2023 | Sep 7, 2010 |
USRD vs VOO Performance
Themes US R&D Champions ETF (USRD) is a ETF from Themes ETFs and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year USRD returned +11.19% while VOO returned +23.01%. Year to date, USRD is up 11.85% versus a gain of 13.79% for VOO.
Risk: Volatility and Drawdowns
USRD has been the more volatile fund, with annualized monthly volatility of 16.7% 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 -22.7% for USRD 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 0.89. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
USRD charges 0.29% per year while VOO charges 0.03%. On a $10,000 position that is $29 vs $3 annually, a gap of $26 per year that compounds over a long holding period. On income, USRD currently yields 0.37% against 1.09% for VOO.
Holdings Overlap
USRD and VOO share 48 holdings out of 508 unique holdings combined, representing a 23.5% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, USRD or VOO?
USRD has an expense ratio of 0.29% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $26 per year of difference.
Which performed better, USRD or VOO?
Over the past year USRD returned +11.19% vs +23.01% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (3 years), USRD annualized +17.96% vs +13.57% for VOO. Past performance does not guarantee future results.
Which is riskier, USRD or VOO?
USRD has been the more volatile fund at 16.7% annualized versus 14.1% for VOO. Worst drawdown: USRD -22.7% vs VOO -34.3%.
Should I hold both USRD and VOO?
USRD and VOO have a monthly-return correlation of 0.89, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between USRD and VOO?
USRD and VOO share 48 common holdings with a 23.5% weight overlap. Combined, they hold 508 unique securities.
Which pays a higher dividend, USRD or VOO?
USRD yields 0.37% while VOO yields 1.09%, so VOO currently pays the higher dividend yield.
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