VOO vs WIMA

VOO vs WIMA

Which is better, VOO or WIMA?

VOO costs less.

VOO has a lower expense ratio. WIMA is less concentrated, with 16.1% of the fund in its ten largest positions against 37.6%.

Lower Fees: VOOLess Concentrated: WIMA

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

MetricVOOWIMA
Expense Ratio0.03%Best0.42%
AUM$997.4B$72M
Dividend Yield1.04%0.96%
Holdings509500
YTD Return+12.37%Best+10.74%
1Y Return+16.61%-
3Y Return (annualized)+21.37%-
5Y Return (annualized)+13.49%-
Top 10 Weight37.6%16.1%Best
Fund FamilyVanguard (US)WisdomTree Investments
CategoryEquityEquity
StyleLarge Cap BlendLarge Cap Blend
InceptionSep 7, 2010Mar 12, 2026

Not shown on this pair: Volatility (annualized), Max Drawdown, $10,000 over the window.

VOO vs WIMA 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 is available from the range buttons; it is not the opening view here because over the whole period one of these two funds moves so much further than the other that its line would sit flat on the axis.

VOO vs WIMA Performance

Vanguard S&P 500 ETF (VOO) is an ETF from Vanguard (US) and WisdomTree International Adaptive Moving Average Fund ETF (WIMA) is an ETF from WisdomTree Investments. Year to date, VOO is up 12.37% versus a gain of 10.74% for WIMA.

Past performance does not guarantee future results.

Fees and Cost Over Time

VOO charges 0.03% per year while WIMA charges 0.42%. On a $10,000 position that is $3 vs $42 annually, a gap of $39 per year that compounds over a long holding period. On income, VOO currently yields 1.04% against 0.96% for WIMA.

Holdings Overlap

VOO already in WIMA0.5%
WIMA already in VOO0.1%

0.5% of VOO's money is in holdings WIMA also owns. 0.1% of WIMA's money is in holdings VOO also owns.

We cannot see either book well enough to say how much of this pair is duplicated.

1 positions in common, counted across the 494 positions we hold weights for in VOO and 482 in WIMA, against full books of 509 and 500.

What only one of them owns

Our book lists 10 positions for WIMA that do not appear in our book for VOO (1.1% of the fund), and 486 for VOO that do not appear in WIMA (98.7%).

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 VOOWeight in WIMADifference
MRKMerck & Company Inc0.50%0.10%0.40%

You are not choosing between two funds in isolation.

Whichever of VOO and WIMA you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

VOOWIMA

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, VOO or WIMA?

VOO has an expense ratio of 0.03% while WIMA charges 0.42%. VOO is the cheaper option, by $39 a year on a $10,000 investment.

Which pays a higher dividend, VOO or WIMA?

VOO yields 1.04% while WIMA yields 0.96%, so VOO currently pays the higher dividend yield.

Is WIMA better than VOO?

VOO has a lower expense ratio. WIMA is less concentrated, with 16.1% of the fund in its ten largest positions against 37.6%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.