VOO vs WCEO

Quick Verdict

VOO has a lower expense ratio. WCEO delivered stronger 1-year returns. VOO offers more diversification with 505 holdings.

Lower Fees: VOOHigher Returns: WCEOMore Diversified: VOO

Side-by-Side Comparison

MetricVOOWCEOWinner
Expense Ratio0.03%0.85%
AUM$979.0B$10M
Dividend Yield1.09%0.55%
Holdings509155
YTD Return+14.48%+20.17%
1Y Return+22.02%+24.85%
3Y Return (annualized)+21.80%+15.46%
5Y Return (annualized)+13.36%-
Volatility (annualized)14.2%16.3%
Max Drawdown-34.3%-25.9%
Fund FamilyVanguard (US)Hypatia Invest
CategoryEquityEquity
InceptionSep 7, 2010Jan 6, 2023

VOO vs WCEO Performance

Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US) and Hypatia Women CEO ETF (WCEO) is a ETF from Hypatia Invest. Over the past year VOO returned +22.02% while WCEO returned +24.85%. Year to date, VOO is up 14.48% versus a gain of 20.17% for WCEO.

Over three years, VOO compounded at +21.80% per year against +15.46% for WCEO. Across the full 4-year window we track, WCEO has the edge at +13.93% annualized vs +13.61%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

WCEO has been the more volatile fund, with annualized monthly volatility of 16.3% 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 -25.9% for WCEO. 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 0.75. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

VOO charges 0.03% per year while WCEO charges 0.85%. On a $10,000 position that is $3 vs $85 annually, a gap of $82 per year that compounds over a long holding period. On income, VOO currently yields 1.09% against 0.55% for WCEO.

Holdings Overlap

5.4%overlap

VOO and WCEO share 48 holdings out of 609 unique holdings combined, representing a 5.4% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in VOOWeight in WCEODifference
AMD1.47%1.04%0.43%
KMI0.10%1.30%1.20%
MPC0.12%1.23%1.11%
OXYProProPro
ANETProProPro
CProProPro
FLEX:SIProProPro
SPGIProProPro
USBProProPro
PGRProProPro
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Frequently Asked Questions

Which is cheaper, VOO or WCEO?

VOO has an expense ratio of 0.03% while WCEO charges 0.85%. VOO is the cheaper option. On a $10,000 investment, that is $82 per year of difference.

Which performed better, VOO or WCEO?

Over the past year VOO returned +22.02% vs +24.85% for WCEO, so WCEO leads on 1-year performance. Over the longest common window we track (4 years), VOO annualized +13.61% vs +13.93% for WCEO. Past performance does not guarantee future results.

Which is riskier, VOO or WCEO?

WCEO has been the more volatile fund at 16.3% annualized versus 14.2% for VOO. Worst drawdown: VOO -34.3% vs WCEO -25.9%.

Should I hold both VOO and WCEO?

VOO and WCEO have a monthly-return correlation of 0.75, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between VOO and WCEO?

VOO and WCEO share 48 common holdings with a 5.4% weight overlap. Combined, they hold 609 unique securities.

Which pays a higher dividend, VOO or WCEO?

VOO yields 1.09% while WCEO yields 0.55%, so VOO currently pays the higher dividend yield.

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