VOO vs WTV
Vanguard S&P 500 ETF vs WisdomTree US Value Fund
Which is better, VOO or WTV?
Large Cap Blend against Large Cap Value.
VOO has a lower expense ratio. VOO led over 1Y, 3Y, 5Y and the full window. The two have moved almost in lockstep, correlation 0.90. WTV is less concentrated, with 20.9% of the fund in its ten largest positions against 37.6%.
MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.
Side-by-Side Comparison
| Metric | VOO | WTV |
|---|---|---|
| Expense Ratio | 0.03%Best | 0.12% |
| AUM | $1.0T | $3.2B |
| Dividend Yield | 1.04% | 1.82% |
| Holdings | 506 | 126 |
| YTD Return | +12.75%Best | +11.17% |
| 1Y Return | +15.60%Best | +15.36% |
| 3Y Return (annualized) | +22.95%Best | +21.12% |
| 5Y Return (annualized) | +13.55%Best | +13.47% |
| Volatility (annualized) | 16.3%Best | 19.2% |
| Max Drawdown | -34.3%Best | -42.2% |
| $10,000 over 5 years | $18,877Best | $18,811 |
| Top 10 Weight | 37.6% | 20.9%Best |
| Fund Family | Vanguard (US) | WisdomTree Investments |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Value |
| Inception | Sep 7, 2010 | Feb 23, 2007 |
Volatility and max drawdown are measured over the window both funds cover: Dec 15, 2017 to Oct 1, 2026 (8.8 years).
VOO vs WTV growth
Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 8.8 years both funds cover.
VOO vs WTV Performance
Vanguard S&P 500 ETF (VOO) is an ETF from Vanguard (US) and WisdomTree US Value Fund (WTV) is an ETF from WisdomTree Investments. Over the past year VOO returned +15.60% while WTV returned +15.36%. Year to date, VOO is up 12.75% versus a gain of 11.17% for WTV.
Over three years, VOO compounded at +22.95% per year against +21.12% for WTV; over five years the annualized figures are +13.55% and +13.47% respectively. Across the full 9-year window we track, VOO has the edge at +13.70% annualized vs +12.34%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
WTV has been the more volatile fund, with annualized monthly volatility of 19.2% compared with 16.3% 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 -42.2% for WTV. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.90. They move almost in lockstep, so holding both mostly duplicates the same exposure.
Fees and Cost Over Time
VOO charges 0.03% per year while WTV charges 0.12%. On a $10,000 position that is $3 vs $12 annually, a gap of $9 per year that compounds over a long holding period. On income, VOO currently yields 1.04% against 1.82% for WTV.
Holdings Overlap
25.4% of VOO's money is in holdings WTV also owns. 72.7% of WTV's money is in holdings VOO also owns.
Most of WTV is already inside VOO. Owning both mostly buys the same companies twice.
The two holdings books were reported 46 days apart, VOO as of Jul 31, 2026 and WTV as of Sep 15, 2026, so some of the difference between them is the time between the two reports rather than the funds.
85 positions in common, counted across the 494 positions we hold weights for in VOO and 123 in WTV, against full books of 506 and 126.
What only one of them owns
Our book lists 33 positions for WTV that do not appear in our book for VOO (21.0% of the fund), and 402 for VOO that do not appear in WTV (73.8%).
Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.
Top Shared Holdings
| Stock | Weight in VOO | Weight in WTV | Difference |
|---|---|---|---|
| NVDANvidia Corp | 7.55% | 3.28% | 4.27% |
| BRK.BBerkshire Hathaway Inc Brk/B Us Equity | 1.46% | 2.57% | 1.11% |
| METAMeta Platforms Inc | 1.90% | 1.35% | 0.55% |
| CVXChevron Corp | 0.57% | 2.21% | 1.64% |
| CRMSalesforce Inc Crm Us Equity | 0.23% | 2.51% | 2.28% |
| CSCOCisco Systems Inc. - Ordinary Shares | 0.71% | 1.82% | 1.11% |
| MRKMerck & Company Inc | 0.50% | 1.70% | 1.20% |
| NEMNewmont Corp Common | 0.16% | 1.98% | 1.82% |
| MUMicron Technology, Inc. | 1.44% | 0.58% | 0.86% |
| TGTTARGET CORP | 0.10% | 1.91% | 1.81% |
72.7% of WTV is already inside VOO.
You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, VOO or WTV?
VOO has an expense ratio of 0.03% while WTV charges 0.12%. VOO is the cheaper option, by $9 a year on a $10,000 investment.
Which performed better, VOO or WTV?
Over the past year VOO returned +15.60% vs +15.36% for WTV, so VOO leads on 1-year performance. Over the longest common window we track (9 years), VOO annualized +13.70% vs +12.34% for WTV. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, VOO or WTV?
WTV has been the more volatile fund at 19.2% annualized versus 16.3% for VOO. Worst drawdown: VOO -34.3% vs WTV -42.2%.
Should I hold both VOO and WTV?
VOO and WTV have a monthly-return correlation of 0.90, so they move almost identically. What is left to separate them is the fee and the index each one tracks. This is information, not a recommendation.
What is the holdings overlap between VOO and WTV?
72.7% of WTV's money is in holdings VOO also owns. 72.7% of WTV's is in holdings VOO also owns. They hold 85 positions in common, counted across the 494 positions we hold weights for in VOO and 123 in WTV.
Which pays a higher dividend, VOO or WTV?
VOO yields 1.04% while WTV yields 1.82%, so WTV currently pays the higher dividend yield.
Is WTV better than VOO?
VOO has a lower expense ratio. VOO led over 1Y, 3Y, 5Y and the full window. The two have moved almost in lockstep, correlation 0.90. WTV is less concentrated, with 20.9% of the fund in its ten largest positions against 37.6%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.