VOO vs YCLO

VOO vs YCLO
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Quick Verdict

VOO has a lower expense ratio. VOO offers more diversification with 509 holdings.

Lower Fees: VOOHigher Returns: TiedMore Diversified: VOO

Side-by-Side Comparison

MetricVOOYCLOWinner
Expense Ratio0.03%0.35%
AUM$997.4B$50M
Dividend Yield1.08%0.31%
Holdings5092
YTD Return+12.68%+1.34%
1Y Return+21.87%-
3Y Return (annualized)+22.06%-
5Y Return (annualized)+12.95%-
Volatility (annualized)14.1%-
Max Drawdown-34.3%-0.0%
Fund FamilyVanguard (US)Franklin Templeton Investments (US)
CategoryEquityFixed Income
InceptionSep 7, 2010Jun 2, 2026

VOO vs YCLO Performance

Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US) and Franklin BSP CLO ETF (YCLO) is a ETF from Franklin Templeton Investments (US). Year to date, VOO is up 12.68% versus a gain of 1.34% for YCLO.

Risk: Volatility and Drawdowns

The deepest peak-to-trough decline in our data was -34.3% for VOO and -0.0% for YCLO. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.

Fees and Cost Over Time

VOO charges 0.03% per year while YCLO charges 0.35%. On a $10,000 position that is $3 vs $35 annually, a gap of $32 per year that compounds over a long holding period. On income, VOO currently yields 1.08% against 0.31% for YCLO.

Holdings Overlap

0.0%overlap

VOO and YCLO share 0 holdings out of 507 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 YCLO?

VOO has an expense ratio of 0.03% while YCLO charges 0.35%. VOO is the cheaper option. On a $10,000 investment, that is $32 per year of difference.

What is the holdings overlap between VOO and YCLO?

VOO and YCLO share 0 common holdings with a 0.0% weight overlap. Combined, they hold 507 unique securities.

Which pays a higher dividend, VOO or YCLO?

VOO yields 1.08% while YCLO yields 0.31%, so VOO currently pays the higher dividend yield.

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