VOO vs YYY

VOO vs YYY
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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

MetricVOOYYYWinner
Expense Ratio0.03%3.23%
AUM$997.4B$752M
Dividend Yield1.08%13.88%
Holdings50962
YTD Return+12.25%+5.96%
1Y Return+20.92%+9.63%
3Y Return (annualized)+21.79%+12.12%
5Y Return (annualized)+13.05%+3.22%
Volatility (annualized)14.1%13.6%
Max Drawdown-34.3%-58.8%
Fund FamilyVanguard (US)Amplify ETFs
CategoryEquityAllocation/Balanced
InceptionSep 7, 2010Jun 12, 2012

VOO vs YYY Performance

Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US) and Amplify CEF High Income ETF (YYY) is a ETF from Amplify ETFs. Over the past year VOO returned +20.92% while YYY returned +9.63%. Year to date, VOO is up 12.25% versus a gain of 5.96% for YYY.

Over three years, VOO compounded at +21.79% per year against +12.12% for YYY; over five years the annualized figures are +13.05% and +3.22% respectively. Across the full 14-year window we track, VOO has the edge at +13.45% annualized vs +0.36%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

VOO has been the more volatile fund, with annualized monthly volatility of 14.1% compared with 13.6% for YYY. 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 -58.8% for YYY. 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 0.83. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

VOO charges 0.03% per year while YYY charges 3.23%. On a $10,000 position that is $3 vs $323 annually, a gap of $320 per year that compounds over a long holding period. On income, VOO currently yields 1.08% against 13.88% for YYY.

Holdings Overlap

0.0%overlap

VOO and YYY share 0 holdings out of 566 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 YYY?

VOO has an expense ratio of 0.03% while YYY charges 3.23%. VOO is the cheaper option. On a $10,000 investment, that is $320 per year of difference.

Which performed better, VOO or YYY?

Over the past year VOO returned +20.92% vs +9.63% for YYY, so VOO leads on 1-year performance. Over the longest common window we track (14 years), VOO annualized +13.45% vs +0.36% for YYY. Past performance does not guarantee future results.

Which is riskier, VOO or YYY?

VOO has been the more volatile fund at 14.1% annualized versus 13.6% for YYY. Worst drawdown: VOO -34.3% vs YYY -58.8%.

Should I hold both VOO and YYY?

VOO and YYY have a monthly-return correlation of 0.83, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between VOO and YYY?

VOO and YYY share 0 common holdings with a 0.0% weight overlap. Combined, they hold 566 unique securities.

Which pays a higher dividend, VOO or YYY?

VOO yields 1.08% while YYY yields 13.88%, so YYY currently pays the higher dividend yield.

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