VOO vs WAR

VOO vs WAR
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Quick Verdict

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

Lower Fees: VOOHigher Returns: WARMore Diversified: VOO

Side-by-Side Comparison

MetricVOOWARWinner
Expense Ratio0.03%0.60%
AUM$997.4B$40M
Dividend Yield1.08%10.22%
Holdings50930
YTD Return+14.27%+44.84%
1Y Return+21.79%+63.92%
3Y Return (annualized)+22.19%-
5Y Return (annualized)+13.28%-
Volatility (annualized)14.2%33.3%
Max Drawdown-34.3%-25.0%
Fund FamilyVanguard (US)U.S. Global Investors, Inc.
CategoryEquityEquity
InceptionSep 7, 2010Dec 30, 2024

VOO vs WAR Performance

Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US) and US Global Technology And Aerospace & Defense ETF (WAR) is a ETF from U.S. Global Investors, Inc.. Over the past year VOO returned +21.79% while WAR returned +63.92%. Year to date, VOO is up 14.27% versus a gain of 44.84% for WAR.

Risk: Volatility and Drawdowns

WAR has been the more volatile fund, with annualized monthly volatility of 33.3% compared with 14.2% 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 -34.3% for VOO and -25.0% for WAR. 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 0.73. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

VOO charges 0.03% per year while WAR charges 0.60%. On a $10,000 position that is $3 vs $60 annually, a gap of $57 per year that compounds over a long holding period. On income, VOO currently yields 1.08% against 10.22% for WAR.

Holdings Overlap

8.2%overlap

VOO and WAR share 10 holdings out of 524 unique holdings combined, representing a 8.2% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in VOOWeight in WARDifference
NVDA7.51%4.25%3.26%
AXON0.07%9.76%9.69%
MU2.02%7.74%5.72%
TERProProPro
PLTRProProPro
CRWDProProPro
SNDKProProPro
APHProProPro
LITEProProPro
SMCIProProPro
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Frequently Asked Questions

Which is cheaper, VOO or WAR?

VOO has an expense ratio of 0.03% while WAR charges 0.60%. VOO is the cheaper option. On a $10,000 investment, that is $57 per year of difference.

Which performed better, VOO or WAR?

Over the past year VOO returned +21.79% vs +63.92% for WAR, so WAR leads on 1-year performance. Over the longest common window we track (2 years), VOO annualized +13.59% vs +49.93% for WAR. Past performance does not guarantee future results.

Which is riskier, VOO or WAR?

WAR has been the more volatile fund at 33.3% annualized versus 14.2% for VOO. Worst drawdown: VOO -34.3% vs WAR -25.0%.

Should I hold both VOO and WAR?

VOO and WAR have a monthly-return correlation of 0.73, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between VOO and WAR?

VOO and WAR share 10 common holdings with a 8.2% weight overlap. Combined, they hold 524 unique securities.

Which pays a higher dividend, VOO or WAR?

VOO yields 1.08% while WAR yields 10.22%, so WAR currently pays the higher dividend yield.

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