VOO vs WTMF
Vanguard S&P 500 ETF vs WisdomTree Managed Futures Strategy Fund
Quick Verdict
VOO has a lower expense ratio. VOO delivered stronger 1-year returns. VOO offers more diversification with 505 holdings.
Side-by-Side Comparison
| Metric | VOO | WTMF | Winner |
|---|---|---|---|
| Expense Ratio | 0.03% | 0.66% | |
| AUM | $979.0B | $243M | |
| Dividend Yield | 1.09% | 2.84% | |
| Holdings | 509 | 30 | |
| YTD Return | +13.79% | +8.41% | |
| 1Y Return | +23.01% | +18.31% | |
| 3Y Return (annualized) | +21.78% | +9.83% | |
| 5Y Return (annualized) | +13.39% | +6.37% | |
| Volatility (annualized) | 14.1% | 6.4% | |
| Max Drawdown | -34.3% | -30.8% | |
| Fund Family | Vanguard (US) | WisdomTree Investments | |
| Category | Equity | Alternative | |
| Inception | Sep 7, 2010 | Jan 5, 2011 |
VOO vs WTMF Performance
Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US) and WisdomTree Managed Futures Strategy Fund (WTMF) is a ETF from WisdomTree Investments. Over the past year VOO returned +23.01% while WTMF returned +18.31%. Year to date, VOO is up 13.79% versus a gain of 8.41% for WTMF.
Over three years, VOO compounded at +21.78% per year against +9.83% for WTMF; over five years the annualized figures are +13.39% and +6.37% respectively. Across the full 16-year window we track, VOO has the edge at +13.57% annualized vs +1.15%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
VOO has been the more volatile fund, with annualized monthly volatility of 14.1% compared with 6.4% for WTMF. 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 -30.8% for WTMF. 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 0.22. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
VOO charges 0.03% per year while WTMF charges 0.66%. On a $10,000 position that is $3 vs $66 annually, a gap of $63 per year that compounds over a long holding period. On income, VOO currently yields 1.09% against 2.84% for WTMF.
Holdings Overlap
VOO and WTMF share 0 holdings out of 506 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 WTMF?
VOO has an expense ratio of 0.03% while WTMF charges 0.66%. VOO is the cheaper option. On a $10,000 investment, that is $63 per year of difference.
Which performed better, VOO or WTMF?
Over the past year VOO returned +23.01% vs +18.31% for WTMF, so VOO leads on 1-year performance. Over the longest common window we track (16 years), VOO annualized +13.57% vs +1.15% for WTMF. Past performance does not guarantee future results.
Which is riskier, VOO or WTMF?
VOO has been the more volatile fund at 14.1% annualized versus 6.4% for WTMF. Worst drawdown: VOO -34.3% vs WTMF -30.8%.
Should I hold both VOO and WTMF?
VOO and WTMF have a monthly-return correlation of 0.22, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between VOO and WTMF?
VOO and WTMF share 0 common holdings with a 0.0% weight overlap. Combined, they hold 506 unique securities.
Which pays a higher dividend, VOO or WTMF?
VOO yields 1.09% while WTMF yields 2.84%, so WTMF currently pays the higher dividend yield.
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