VOO vs WISE
Vanguard S&P 500 ETF vs Themes Generative Artificial Intelligence ETF
Which is better, VOO or WISE?
VOO has been ahead.
VOO has a lower expense ratio. VOO led over 1Y and the full window. VOO is less concentrated, with 37.6% of the fund in its ten largest positions against 52.4%.
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
| Metric | VOO | WISE |
|---|---|---|
| Expense Ratio | 0.03%Best | 0.35% |
| AUM | $997.4B | $28M |
| Dividend Yield | 1.04% | 4.43% |
| Holdings | 509 | 48 |
| YTD Return | +12.37%Best | -12.84% |
| 1Y Return | +16.61%Best | -17.09% |
| 3Y Return (annualized) | +21.37% | - |
| 5Y Return (annualized) | +13.49% | - |
| Volatility (annualized) | 11.8%Best | 30.9% |
| Max Drawdown | -18.7%Best | -39.1% |
| $10,000 over 2.8 years | $17,263Best | $14,319 |
| Top 10 Weight | 37.6%Best | 52.4% |
| Fund Family | Vanguard (US) | Themes ETFs |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Blend |
| Inception | Sep 7, 2010 | Dec 8, 2023 |
Volatility and max drawdown, and the $10,000 over 2.8 years row, are measured over the window both funds cover: Dec 8, 2023 to Sep 18, 2026 (2.8 years).
VOO vs WISE 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 covers the 2.8 years both funds cover.
VOO vs WISE Performance
Vanguard S&P 500 ETF (VOO) is an ETF from Vanguard (US) and Themes Generative Artificial Intelligence ETF (WISE) is an ETF from Themes ETFs. Over the past year VOO returned +16.61% while WISE returned -17.09%. Year to date, VOO is up 12.37% versus a loss of 12.84% for WISE.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
WISE has been the more volatile fund, with annualized monthly volatility of 30.9% compared with 11.8% 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 -18.7% for VOO and -39.1% for WISE. Drawdown depth is what each fund did in the worst stretch of the window measured above.
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 WISE charges 0.35%. On a $10,000 position that is $3 vs $35 annually, a gap of $32 per year that compounds over a long holding period. On income, VOO currently yields 1.04% against 4.43% for WISE.
Holdings Overlap
20.1% of VOO's money is in holdings WISE also owns. 35.1% of WISE's money is in holdings VOO also owns.
The two portfolios partly overlap.
8 positions in common, counted across the 494 positions we hold weights for in VOO and 41 in WISE, against full books of 509 and 48.
What only one of them owns
Our book lists 22 positions for WISE that do not appear in our book for VOO (42.4% of the fund), and 479 for VOO that do not appear in WISE (79.1%).
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
| Stock | Weight in VOO | Weight in WISE | Difference |
|---|---|---|---|
| NVDANvidia Corp | 7.55% | 5.43% | 2.12% |
| AMDAdvanced Micro Devices Inc | 1.21% | 9.73% | 8.52% |
| AMZNAmazon.Com Inc | 4.13% | 4.11% | 0.02% |
| AVGOBroadcom Inc | 2.86% | 3.67% | 0.81% |
| GOOGLAlphabet Inc,class A | 3.24% | 3.01% | 0.23% |
| PLTRPalantir Technologies Inc | 0.44% | 5.39% | 4.95% |
| ANETArista Networks Inc Common Stock | 0.29% | 2.07% | 1.78% |
| ORCLOracle Corp - Common | 0.34% | 1.71% | 1.37% |
35.1% of WISE is already inside VOO.
You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, VOO or WISE?
VOO has an expense ratio of 0.03% while WISE charges 0.35%. VOO is the cheaper option, by $32 a year on a $10,000 investment.
Which performed better, VOO or WISE?
Over the past year VOO returned +16.61% vs -17.09% for WISE, so VOO leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, VOO or WISE?
WISE has been the more volatile fund at 30.9% annualized versus 11.8% for VOO. Worst drawdown: VOO -18.7% vs WISE -39.1%.
Should I hold both VOO and WISE?
VOO and WISE have a monthly-return correlation of 0.73, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
What is the holdings overlap between VOO and WISE?
35.1% of WISE's money is in holdings VOO also owns. 35.1% of WISE's is in holdings VOO also owns. They hold 8 positions in common, counted across the 494 positions we hold weights for in VOO and 41 in WISE.
Which pays a higher dividend, VOO or WISE?
VOO yields 1.04% while WISE yields 4.43%, so WISE currently pays the higher dividend yield.
Is WISE better than VOO?
VOO has a lower expense ratio. VOO led over 1Y and the full window. VOO is less concentrated, with 37.6% of the fund in its ten largest positions against 52.4%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.