VOO vs WMSB

VOO vs WMSB
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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

MetricVOOWMSBWinner
Expense Ratio0.03%0.65%
AUM$997.4B$28M
Dividend Yield1.08%4.08%
Holdings50994
YTD Return+13.49%+2.21%
1Y Return+20.64%-
3Y Return (annualized)+21.93%-
5Y Return (annualized)+12.95%-
Volatility (annualized)14.1%-
Max Drawdown-34.3%-1.9%
Fund FamilyVanguard (US)Weitz Investment Management, Inc
CategoryEquityFixed Income
InceptionSep 7, 2010Nov 4, 2025

VOO vs WMSB Performance

Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US) and Weitz Multisector Bond ETF (WMSB) is a ETF from Weitz Investment Management, Inc. Year to date, VOO is up 13.49% versus a gain of 2.21% for WMSB.

Risk: Volatility and Drawdowns

The deepest peak-to-trough decline in our data was -34.3% for VOO and -1.9% for WMSB. 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 WMSB charges 0.65%. On a $10,000 position that is $3 vs $65 annually, a gap of $62 per year that compounds over a long holding period. On income, VOO currently yields 1.08% against 4.08% for WMSB.

Holdings Overlap

0.0%overlap

VOO and WMSB share 0 holdings out of 508 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 WMSB?

VOO has an expense ratio of 0.03% while WMSB charges 0.65%. VOO is the cheaper option. On a $10,000 investment, that is $62 per year of difference.

What is the holdings overlap between VOO and WMSB?

VOO and WMSB share 0 common holdings with a 0.0% weight overlap. Combined, they hold 508 unique securities.

Which pays a higher dividend, VOO or WMSB?

VOO yields 1.08% while WMSB yields 4.08%, so WMSB currently pays the higher dividend yield.

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