VOO vs WRTH

VOO vs WRTH
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

MetricVOOWRTHWinner
Expense Ratio0.03%1.02%
AUM$997.4B$60M
Dividend Yield1.08%1.59%
Holdings5093
YTD Return+12.95%+5.14%
1Y Return+20.69%-
3Y Return (annualized)+22.09%-
5Y Return (annualized)+13.40%-
Volatility (annualized)14.1%-
Max Drawdown-34.3%-6.2%
Fund FamilyVanguard (US)Worth Charting Group LLC
CategoryEquityAlternative
InceptionSep 7, 2010Apr 27, 2026

VOO vs WRTH Performance

Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US) and Worth Charting Options Income ETF (WRTH) is a ETF from Worth Charting Group LLC. Year to date, VOO is up 12.95% versus a gain of 5.14% for WRTH.

Risk: Volatility and Drawdowns

The deepest peak-to-trough decline in our data was -34.3% for VOO and -6.2% for WRTH. 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 WRTH charges 1.02%. On a $10,000 position that is $3 vs $102 annually, a gap of $99 per year that compounds over a long holding period. On income, VOO currently yields 1.08% against 1.59% for WRTH.

Holdings Overlap

0.0%overlap

VOO and WRTH 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 WRTH?

VOO has an expense ratio of 0.03% while WRTH charges 1.02%. VOO is the cheaper option. On a $10,000 investment, that is $99 per year of difference.

What is the holdings overlap between VOO and WRTH?

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

Which pays a higher dividend, VOO or WRTH?

VOO yields 1.08% while WRTH yields 1.59%, so WRTH 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