VOO vs WNTR

VOO vs WNTR
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Quick Verdict

VOO has a lower expense ratio. VOO delivered stronger 1-year returns. VOO offers more diversification with 509 holdings.

Lower Fees: VOOHigher Returns: VOOMore Diversified: VOO

Side-by-Side Comparison

MetricVOOWNTRWinner
Expense Ratio0.03%1.00%
AUM$997.4B$82M
Dividend Yield1.08%106.61%
Holdings50921
YTD Return+12.68%-41.94%
1Y Return+21.87%-0.46%
3Y Return (annualized)+22.06%-
5Y Return (annualized)+12.95%-
Volatility (annualized)14.1%59.0%
Max Drawdown-34.3%-53.1%
Fund FamilyVanguard (US)YieldMax ETF
CategoryEquityAlternative
InceptionSep 7, 2010Mar 26, 2025

VOO vs WNTR Performance

Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US) and YieldMax Short MSTR Option Income Strategy ETF (WNTR) is a ETF from YieldMax ETF. Over the past year VOO returned +21.87% while WNTR returned -0.46%. Year to date, VOO is up 12.68% versus a loss of 41.94% for WNTR.

Risk: Volatility and Drawdowns

WNTR has been the more volatile fund, with annualized monthly volatility of 59.0% 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 -53.1% for WNTR. 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 -0.38. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

VOO charges 0.03% per year while WNTR charges 1.00%. On a $10,000 position that is $3 vs $100 annually, a gap of $97 per year that compounds over a long holding period. On income, VOO currently yields 1.08% against 106.61% for WNTR.

Holdings Overlap

0.0%overlap

VOO and WNTR 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 WNTR?

VOO has an expense ratio of 0.03% while WNTR charges 1.00%. VOO is the cheaper option. On a $10,000 investment, that is $97 per year of difference.

Which performed better, VOO or WNTR?

Over the past year VOO returned +21.87% vs -0.46% for WNTR, so VOO leads on 1-year performance. Over the longest common window we track (1 years), VOO annualized +13.47% vs -8.78% for WNTR. Past performance does not guarantee future results.

Which is riskier, VOO or WNTR?

WNTR has been the more volatile fund at 59.0% annualized versus 14.1% for VOO. Worst drawdown: VOO -34.3% vs WNTR -53.1%.

Should I hold both VOO and WNTR?

VOO and WNTR have a monthly-return correlation of -0.38, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between VOO and WNTR?

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

Which pays a higher dividend, VOO or WNTR?

VOO yields 1.08% while WNTR yields 106.61%, so WNTR currently pays the higher dividend yield.

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