VOO vs YFFI

VOO vs YFFI
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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

MetricVOOYFFIWinner
Expense Ratio0.03%0.50%
AUM$997.4B$22M
Dividend Yield1.08%5.29%
Holdings50979
YTD Return+13.20%+0.00%
1Y Return+21.62%+2.52%
3Y Return (annualized)+22.16%-
5Y Return (annualized)+13.42%-
Volatility (annualized)14.1%3.9%
Max Drawdown-34.3%-4.3%
Fund FamilyVanguard (US)Indexperts
CategoryEquityFixed Income
InceptionSep 7, 2010Dec 31, 2024

VOO vs YFFI Performance

Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US) and Indexperts Yield Focused Fixed Income ETF (YFFI) is a ETF from Indexperts. Over the past year VOO returned +21.62% while YFFI returned +2.52%. Year to date, VOO is up 13.20% versus a gain of 0.00% for YFFI.

Risk: Volatility and Drawdowns

VOO has been the more volatile fund, with annualized monthly volatility of 14.1% compared with 3.9% for YFFI. 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 -4.3% for YFFI. 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 0.38. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

VOO charges 0.03% per year while YFFI charges 0.50%. On a $10,000 position that is $3 vs $50 annually, a gap of $47 per year that compounds over a long holding period. On income, VOO currently yields 1.08% against 5.29% for YFFI.

Holdings Overlap

0.0%overlap

VOO and YFFI share 0 holdings out of 574 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 YFFI?

VOO has an expense ratio of 0.03% while YFFI charges 0.50%. VOO is the cheaper option. On a $10,000 investment, that is $47 per year of difference.

Which performed better, VOO or YFFI?

Over the past year VOO returned +21.62% vs +2.52% for YFFI, so VOO leads on 1-year performance. Over the longest common window we track (2 years), VOO annualized +13.51% vs +3.60% for YFFI. Past performance does not guarantee future results.

Which is riskier, VOO or YFFI?

VOO has been the more volatile fund at 14.1% annualized versus 3.9% for YFFI. Worst drawdown: VOO -34.3% vs YFFI -4.3%.

Should I hold both VOO and YFFI?

VOO and YFFI have a monthly-return correlation of 0.38, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between VOO and YFFI?

VOO and YFFI share 0 common holdings with a 0.0% weight overlap. Combined, they hold 574 unique securities.

Which pays a higher dividend, VOO or YFFI?

VOO yields 1.08% while YFFI yields 5.29%, so YFFI currently pays the higher dividend yield.

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