VOLT vs VOO

VOLT vs VOO

Which is better, VOLT or VOO?

VOLT has been ahead.

VOO has a lower expense ratio. VOLT led over 1Y and the full window. VOO is less concentrated, with 36.4% of the fund in its ten largest positions against 52.7%.

Lower Fees: VOOHigher Returns: VOLTLess Concentrated: VOO

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

MetricVOLTVOO
Expense Ratio0.75%0.03%Best
AUM$722M$997.4B
Dividend Yield0.36%1.08%
Holdings30509
YTD Return+21.56%Best+13.37%
1Y Return+33.66%Best+20.08%
3Y Return (annualized)-+21.29%
5Y Return (annualized)-+12.89%
Volatility (annualized)24.4%12.6%Best
Max Drawdown-23.4%-18.7%Best
$10,000 over 1.7 years$14,194Best$12,855
Top 10 Weight52.7%36.4%Best
Fund FamilyTema Global LimitedVanguard (US)
CategoryEquityEquity
StyleLarge Cap BlendLarge Cap Blend
InceptionDec 3, 2024Sep 7, 2010

Volatility and max drawdown, and the $10,000 over 1.7 years row, are measured over the window both funds cover: Dec 4, 2024 to Sep 4, 2026 (1.7 years).

VOLT 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 1.7 years both funds cover.

VOLT vs VOO Performance

Tema Electrification ETF (VOLT) is an ETF from Tema Global Limited and Vanguard S&P 500 ETF (VOO) is an ETF from Vanguard (US). Over the past year VOLT returned +33.66% while VOO returned +20.08%. Year to date, VOLT is up 21.56% versus a gain of 13.37% for VOO.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

VOLT has been the more volatile fund, with annualized monthly volatility of 24.4% compared with 12.6% 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 -23.4% for VOLT and -18.7% 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 0.53. They move together some of the time, and apart the rest.

Fees and Cost Over Time

VOLT charges 0.75% per year while VOO charges 0.03%. On a $10,000 position that is $75 vs $3 annually, a gap of $72 per year that compounds over a long holding period. On income, VOLT currently yields 0.36% against 1.08% for VOO.

Holdings Overlap

VOLT already in VOO54.6%
VOO already in VOLT3.2%

54.6% of VOLT's money is in holdings VOO also owns. 3.2% of VOO's money is in holdings VOLT also owns.

The two portfolios partly overlap.

16 positions in common, counted across the 29 positions we hold weights for in VOLT and 504 in VOO, against full books of 30 and 509.

What only one of them owns

Our book lists 478 positions for VOO that do not appear in our book for VOLT (96.1% of the fund), and 11 for VOLT that do not appear in VOO (41.0%).

Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.

Top Shared Holdings

StockWeight in VOLTWeight in VOODifference
ETNEaton Corp Plc5.59%0.26%5.33%
NEENextera Energy Inc5.48%0.28%5.20%
PWRQuanta Services, Inc5.08%0.17%4.91%
GEVGe Vernova, Inc.4.34%0.49%3.85%
AEPAmerican Electric Power Co Inc4.63%0.12%4.51%
APHAmphenol Corp. Class A4.37%0.34%4.03%
HUBBHubbell Inc. Class B4.65%0.04%4.61%
ETREntergy Corp.3.92%0.08%3.84%
NINisource Inc Preferred Stock Var3.34%0.04%3.30%
CATCaterpillar, Inc.2.22%0.76%1.46%

54.6% of VOLT is already inside VOO.

You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.

VOLTVOO

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, VOLT or VOO?

VOLT has an expense ratio of 0.75% while VOO charges 0.03%. VOO is the cheaper option, by $72 a year on a $10,000 investment.

Which performed better, VOLT or VOO?

Over the past year VOLT returned +33.66% vs +20.08% for VOO, so VOLT leads on 1-year performance. Over the longest common window we track (2 years), VOLT annualized +22.88% vs +15.92% for VOO. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, VOLT or VOO?

VOLT has been the more volatile fund at 24.4% annualized versus 12.6% for VOO. Worst drawdown: VOLT -23.4% vs VOO -18.7%.

Should I hold both VOLT and VOO?

VOLT and VOO have a monthly-return correlation of 0.53, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.

What is the holdings overlap between VOLT and VOO?

54.6% of VOLT's money is in holdings VOO also owns. 3.2% of VOO's is in holdings VOLT also owns. They hold 16 positions in common, counted across the 29 positions we hold weights for in VOLT and 504 in VOO.

Which pays a higher dividend, VOLT or VOO?

VOLT yields 0.36% while VOO yields 1.08%, so VOO currently pays the higher dividend yield.

Is VOO better than VOLT?

VOO has a lower expense ratio. VOLT led over 1Y and the full window. VOO is less concentrated, with 36.4% of the fund in its ten largest positions against 52.7%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.