VOO vs YCL

Quick Verdict

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

Lower Fees: VOOHigher Returns: VOOMore Diversified: VOO

Side-by-Side Comparison

MetricVOOYCLWinner
Expense Ratio0.03%0.95%
AUM$979.0B$31M
Dividend Yield1.09%0.00%
Holdings5094
YTD Return+13.44%-5.57%
1Y Return+22.62%-17.75%
3Y Return (annualized)+21.47%-12.39%
5Y Return (annualized)+13.27%-19.08%
Volatility (annualized)14.1%18.8%
Max Drawdown-34.3%-88.7%
Fund FamilyVanguard (US)ProShares
CategoryEquityAlternative
InceptionSep 7, 2010Nov 24, 2008

VOO vs YCL Performance

Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US) and ProShares Ultra Yen (YCL) is a ETF from ProShares. Over the past year VOO returned +22.62% while YCL returned -17.75%. Year to date, VOO is up 13.44% versus a loss of 5.57% for YCL.

Over three years, VOO compounded at +21.47% per year against -12.39% for YCL; over five years the annualized figures are +13.27% and -19.08% respectively. Across the full 16-year window we track, VOO has the edge at +13.55% annualized vs -9.39%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

YCL has been the more volatile fund, with annualized monthly volatility of 18.8% 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 -88.7% for YCL. 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 0.01. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

VOO charges 0.03% per year while YCL charges 0.95%. On a $10,000 position that is $3 vs $95 annually, a gap of $92 per year that compounds over a long holding period. On income, VOO currently yields 1.09% against 0.00% for YCL.

Holdings Overlap

0.0%overlap

VOO and YCL 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 YCL?

VOO has an expense ratio of 0.03% while YCL charges 0.95%. VOO is the cheaper option. On a $10,000 investment, that is $92 per year of difference.

Which performed better, VOO or YCL?

Over the past year VOO returned +22.62% vs -17.75% for YCL, so VOO leads on 1-year performance. Over the longest common window we track (16 years), VOO annualized +13.55% vs -9.39% for YCL. Past performance does not guarantee future results.

Which is riskier, VOO or YCL?

YCL has been the more volatile fund at 18.8% annualized versus 14.1% for VOO. Worst drawdown: VOO -34.3% vs YCL -88.7%.

Should I hold both VOO and YCL?

VOO and YCL have a monthly-return correlation of 0.01, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between VOO and YCL?

VOO and YCL share 0 common holdings with a 0.0% weight overlap. Combined, they hold 506 unique securities.

Which pays a higher dividend, VOO or YCL?

VOO yields 1.09% while YCL yields 0.00%, so VOO currently pays the higher dividend yield.

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