VOO vs WZRD

VOO vs WZRD
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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

MetricVOOWZRDWinner
Expense Ratio0.03%1.07%
AUM$997.4B$16M
Dividend Yield1.08%-
Holdings50920
YTD Return+12.25%-95.61%
1Y Return+20.92%-96.19%
3Y Return (annualized)+21.79%-
5Y Return (annualized)+13.05%-
Volatility (annualized)14.1%88.3%
Max Drawdown-34.3%-98.2%
Fund FamilyVanguard (US)Opportunistic Trader
CategoryEquityEquity
InceptionSep 7, 2010Mar 19, 2024

VOO vs WZRD Performance

Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US) and Opportunistic Trader ETF (WZRD) is a ETF from Opportunistic Trader. Over the past year VOO returned +20.92% while WZRD returned -96.19%. Year to date, VOO is up 12.25% versus a loss of 95.61% for WZRD.

Risk: Volatility and Drawdowns

WZRD has been the more volatile fund, with annualized monthly volatility of 88.3% 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 -98.2% for WZRD. 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 -0.17. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

VOO charges 0.03% per year while WZRD charges 1.07%. On a $10,000 position that is $3 vs $107 annually, a gap of $104 per year that compounds over a long holding period.

Frequently Asked Questions

Which is cheaper, VOO or WZRD?

VOO has an expense ratio of 0.03% while WZRD charges 1.07%. VOO is the cheaper option. On a $10,000 investment, that is $104 per year of difference.

Which performed better, VOO or WZRD?

Over the past year VOO returned +20.92% vs -96.19% for WZRD, so VOO leads on 1-year performance. Over the longest common window we track (1 years), VOO annualized +13.45% vs -93.82% for WZRD. Past performance does not guarantee future results.

Which is riskier, VOO or WZRD?

WZRD has been the more volatile fund at 88.3% annualized versus 14.1% for VOO. Worst drawdown: VOO -34.3% vs WZRD -98.2%.

Should I hold both VOO and WZRD?

VOO and WZRD have a monthly-return correlation of -0.17, so combining them can provide real diversification depending on your allocation goals.

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