UUPP vs VOO

UUPP vs VOO
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Quick Verdict

VOO has a lower expense ratio. VOO offers more diversification with 509 holdings.

Lower Fees: VOOHigher Returns: TiedMore Diversified: VOO

Side-by-Side Comparison

MetricUUPPVOOWinner
Expense Ratio0.19%0.03%
AUM$15M$997.4B
Dividend Yield0.49%1.08%
Holdings1509
YTD Return+0.34%+12.25%
1Y Return-+20.92%
3Y Return (annualized)-+21.79%
5Y Return (annualized)-+13.05%
Volatility (annualized)-14.1%
Max Drawdown-0.6%-34.3%
Fund FamilyPrincipal FundsVanguard (US)
CategoryFixed IncomeEquity
InceptionMay 21, 2026Sep 7, 2010

UUPP vs VOO Performance

Principal CLO ETF (UUPP) is a ETF from Principal Funds and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Year to date, UUPP is up 0.34% versus a gain of 12.25% for VOO.

Risk: Volatility and Drawdowns

The deepest peak-to-trough decline in our data was -0.6% for UUPP 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

UUPP charges 0.19% per year while VOO charges 0.03%. On a $10,000 position that is $19 vs $3 annually, a gap of $16 per year that compounds over a long holding period. On income, UUPP currently yields 0.49% against 1.08% for VOO.

Holdings Overlap

0.0%overlap

UUPP and VOO share 0 holdings out of 506 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, UUPP or VOO?

UUPP has an expense ratio of 0.19% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $16 per year of difference.

What is the holdings overlap between UUPP and VOO?

UUPP and VOO share 0 common holdings with a 0.0% weight overlap. Combined, they hold 506 unique securities.

Which pays a higher dividend, UUPP or VOO?

UUPP yields 0.49% while VOO yields 1.08%, so VOO currently pays the higher dividend yield.

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