VOO vs WEEI
Vanguard S&P 500 ETF vs Westwood Salient Enhanced Energy Income ETF
Quick Verdict
VOO has a lower expense ratio. WEEI delivered stronger 1-year returns. VOO offers more diversification with 505 holdings.
Side-by-Side Comparison
| Metric | VOO | WEEI | Winner |
|---|---|---|---|
| Expense Ratio | 0.03% | 0.85% | |
| AUM | $979.0B | $96M | |
| Dividend Yield | 1.09% | 13.25% | |
| Holdings | 509 | 159 | |
| YTD Return | +13.80% | +17.02% | |
| 1Y Return | +23.71% | +29.57% | |
| 3Y Return (annualized) | +21.50% | - | |
| 5Y Return (annualized) | +13.44% | - | |
| Volatility (annualized) | 14.1% | 16.4% | |
| Max Drawdown | -34.3% | -18.8% | |
| Fund Family | Vanguard (US) | Westwood Funds | |
| Category | Equity | Equity | |
| Inception | Sep 7, 2010 | Apr 30, 2024 |
VOO vs WEEI Performance
Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US) and Westwood Salient Enhanced Energy Income ETF (WEEI) is a ETF from Westwood Funds. Over the past year VOO returned +23.71% while WEEI returned +29.57%. Year to date, VOO is up 13.80% versus a gain of 17.02% for WEEI.
Risk: Volatility and Drawdowns
WEEI has been the more volatile fund, with annualized monthly volatility of 16.4% 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 -34.3% for VOO and -18.8% for WEEI. 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 0.01. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
VOO charges 0.03% per year while WEEI 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 13.25% for WEEI.
Holdings Overlap
VOO and WEEI share 18 holdings out of 508 unique holdings combined, representing a 2.9% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, VOO or WEEI?
VOO has an expense ratio of 0.03% while WEEI 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 WEEI?
Over the past year VOO returned +23.71% vs +29.57% for WEEI, so WEEI leads on 1-year performance. Over the longest common window we track (2 years), VOO annualized +13.58% vs +12.52% for WEEI. Past performance does not guarantee future results.
Which is riskier, VOO or WEEI?
WEEI has been the more volatile fund at 16.4% annualized versus 14.1% for VOO. Worst drawdown: VOO -34.3% vs WEEI -18.8%.
Should I hold both VOO and WEEI?
VOO and WEEI have a monthly-return correlation of 0.01, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between VOO and WEEI?
VOO and WEEI share 18 common holdings with a 2.9% weight overlap. Combined, they hold 508 unique securities.
Which pays a higher dividend, VOO or WEEI?
VOO yields 1.09% while WEEI yields 13.25%, so WEEI currently pays the higher dividend yield.
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