VOO vs YLDW

VOO vs YLDW
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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

MetricVOOYLDWWinner
Expense Ratio0.03%0.79%
AUM$997.4B$38M
Dividend Yield1.08%5.19%
Holdings509146
YTD Return+14.27%+8.45%
1Y Return+21.79%-
3Y Return (annualized)+22.19%-
5Y Return (annualized)+13.28%-
Volatility (annualized)14.2%-
Max Drawdown-34.3%-5.7%
Fund FamilyVanguard (US)Westwood Funds
CategoryEquityAllocation/Balanced
InceptionSep 7, 2010Dec 11, 2025

VOO vs YLDW Performance

Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US) and Westwood Enhanced Income Opportunity ETF (YLDW) is a ETF from Westwood Funds. Year to date, VOO is up 14.27% versus a gain of 8.45% for YLDW.

Risk: Volatility and Drawdowns

The deepest peak-to-trough decline in our data was -34.3% for VOO and -5.7% for YLDW. 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 YLDW charges 0.79%. On a $10,000 position that is $3 vs $79 annually, a gap of $76 per year that compounds over a long holding period. On income, VOO currently yields 1.08% against 5.19% for YLDW.

Holdings Overlap

20.8%overlap

VOO and YLDW share 32 holdings out of 515 unique holdings combined, representing a 20.8% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in VOOWeight in YLDWDifference
NVDA7.51%2.61%4.90%
AAPL6.59%2.01%4.58%
MSFT4.30%2.30%2.00%
GOOGLProProPro
AVGOProProPro
AMZNProProPro
JPMProProPro
GILDProProPro
CSCOProProPro
ORCLProProPro
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Frequently Asked Questions

Which is cheaper, VOO or YLDW?

VOO has an expense ratio of 0.03% while YLDW charges 0.79%. VOO is the cheaper option. On a $10,000 investment, that is $76 per year of difference.

What is the holdings overlap between VOO and YLDW?

VOO and YLDW share 32 common holdings with a 20.8% weight overlap. Combined, they hold 515 unique securities.

Which pays a higher dividend, VOO or YLDW?

VOO yields 1.08% while YLDW yields 5.19%, so YLDW currently pays the higher dividend yield.

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