VOO vs WISD

VOO vs WISD
See what your portfolio actually owns
Your funds unpacked, overlap, fees and score, free on screen. The full report is $25, once. Download sample.
X-ray my portfolio free

Quick Verdict

VOO has a lower expense ratio. VOO offers more diversification with 509 holdings.

Lower Fees: VOOHigher Returns: TiedMore Diversified: VOO

Side-by-Side Comparison

MetricVOOWISDWinner
Expense Ratio0.03%0.42%
AUM$997.4B$382M
Dividend Yield1.08%2.92%
Holdings509194
YTD Return+12.68%+1.18%
1Y Return+21.87%-
3Y Return (annualized)+22.06%-
5Y Return (annualized)+12.95%-
Volatility (annualized)14.1%-
Max Drawdown-34.3%-0.7%
Fund FamilyVanguard (US)WisdomTree Investments
CategoryEquityFixed Income
InceptionSep 7, 2010Dec 19, 2024

VOO vs WISD Performance

Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US) and Wisdom Short Duration Income ETF (WISD) is a ETF from WisdomTree Investments. Year to date, VOO is up 12.68% versus a gain of 1.18% for WISD.

Risk: Volatility and Drawdowns

The deepest peak-to-trough decline in our data was -34.3% for VOO and -0.7% for WISD. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.

Fees and Cost Over Time

VOO charges 0.03% per year while WISD 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 1.08% against 2.92% for WISD.

Holdings Overlap

0.0%overlap

VOO and WISD share 0 holdings out of 625 unique holdings combined, representing a 0.0% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Frequently Asked Questions

Which is cheaper, VOO or WISD?

VOO has an expense ratio of 0.03% while WISD charges 0.42%. VOO is the cheaper option. On a $10,000 investment, that is $39 per year of difference.

What is the holdings overlap between VOO and WISD?

VOO and WISD share 0 common holdings with a 0.0% weight overlap. Combined, they hold 625 unique securities.

Which pays a higher dividend, VOO or WISD?

VOO yields 1.08% while WISD yields 2.92%, so WISD currently pays the higher dividend yield.

Get Full ETF Analytics

Access complete holdings data, overlap analysis, screener tools, and more with FundXLS.

See what your portfolio actually owns
Your funds unpacked, overlap, fees and score, free on screen. The full report is $25, once. Download sample.
X-ray my portfolio free