VOO vs WTAI

Quick Verdict

VOO has a lower expense ratio. WTAI delivered stronger 1-year returns. VOO offers more diversification with 505 holdings.

Lower Fees: VOOHigher Returns: WTAIMore Diversified: VOO

Side-by-Side Comparison

MetricVOOWTAIWinner
Expense Ratio0.03%0.45%
AUM$979.0B$587M
Dividend Yield1.09%1.12%
Holdings50975
YTD Return+13.44%+38.89%
1Y Return+22.62%+61.69%
3Y Return (annualized)+21.47%+31.32%
5Y Return (annualized)+13.27%-
Volatility (annualized)14.1%33.3%
Max Drawdown-34.3%-45.9%
Fund FamilyVanguard (US)WisdomTree Investments
CategoryEquityEquity
InceptionSep 7, 2010Dec 7, 2021

VOO vs WTAI Performance

Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US) and WisdomTree Artificial Intelligence and Innovation Fund ETF (WTAI) is a ETF from WisdomTree Investments. Over the past year VOO returned +22.62% while WTAI returned +61.69%. Year to date, VOO is up 13.44% versus a gain of 38.89% for WTAI.

Over three years, VOO compounded at +21.47% per year against +31.32% for WTAI. Across the full 5-year window we track, VOO has the edge at +13.55% annualized vs +11.55%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

WTAI has been the more volatile fund, with annualized monthly volatility of 33.3% 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 -45.9% for WTAI. 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 0.78. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

VOO charges 0.03% per year while WTAI charges 0.45%. On a $10,000 position that is $3 vs $45 annually, a gap of $42 per year that compounds over a long holding period. On income, VOO currently yields 1.09% against 1.12% for WTAI.

Holdings Overlap

28.4%overlap

VOO and WTAI share 35 holdings out of 536 unique holdings combined, representing a 28.4% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in VOOWeight in WTAIDifference
NVDA7.51%3.85%3.66%
AMZN3.62%4.86%1.24%
GOOGL3.25%4.53%1.28%
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Frequently Asked Questions

Which is cheaper, VOO or WTAI?

VOO has an expense ratio of 0.03% while WTAI charges 0.45%. VOO is the cheaper option. On a $10,000 investment, that is $42 per year of difference.

Which performed better, VOO or WTAI?

Over the past year VOO returned +22.62% vs +61.69% for WTAI, so WTAI leads on 1-year performance. Over the longest common window we track (5 years), VOO annualized +13.55% vs +11.55% for WTAI. Past performance does not guarantee future results.

Which is riskier, VOO or WTAI?

WTAI has been the more volatile fund at 33.3% annualized versus 14.1% for VOO. Worst drawdown: VOO -34.3% vs WTAI -45.9%.

Should I hold both VOO and WTAI?

VOO and WTAI have a monthly-return correlation of 0.78, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between VOO and WTAI?

VOO and WTAI share 35 common holdings with a 28.4% weight overlap. Combined, they hold 536 unique securities.

Which pays a higher dividend, VOO or WTAI?

VOO yields 1.09% while WTAI yields 1.12%, so WTAI currently pays the higher dividend yield.

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