VOO vs ZALT

VOO vs ZALT

Which is better, VOO or ZALT?

Large Cap Blend against Multi Alternative.

VOO has a lower expense ratio. VOO led over 1Y, 3Y and the full window. The two have moved almost in lockstep, correlation 0.92.

Lower Fees: VOOHigher Returns: VOO

MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.

Side-by-Side Comparison

MetricVOOZALT
Expense Ratio0.03%Best0.69%
AUM$997.4B$782M
Dividend Yield1.04%0.00%
Holdings50912
YTD Return+12.37%Best+5.82%
1Y Return+16.61%Best+8.52%
3Y Return (annualized)+21.37%Best+10.62%
5Y Return (annualized)+13.49%-
Volatility (annualized)12.4%3.9%Best
Max Drawdown-18.7%-8.2%Best
$10,000 over 3 years$18,663Best$13,536
Fund FamilyVanguard (US)Innovator ETFs Trust
CategoryEquityAlternative
StyleLarge Cap BlendMulti Alternative
InceptionSep 7, 2010Oct 2, 2023

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown, and the $10,000 over 3 years row, are measured over the window both funds cover: Oct 2, 2023 to Sep 18, 2026 (3 years).

VOO vs ZALT growth

Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 3 years both funds cover.

VOO vs ZALT Performance

Vanguard S&P 500 ETF (VOO) is an ETF from Vanguard (US) and Innovator US Equity 10 Buffer ETF - Quarterly (ZALT) is an ETF from Innovator ETFs Trust. Over the past year VOO returned +16.61% while ZALT returned +8.52%. Year to date, VOO is up 12.37% versus a gain of 5.82% for ZALT.

Over three years, VOO compounded at +21.37% per year against +10.62% for ZALT.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

VOO has been the more volatile fund, with annualized monthly volatility of 12.4% compared with 3.9% for ZALT. 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 -18.7% for VOO and -8.2% for ZALT. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.92. They move almost in lockstep, so holding both mostly duplicates the same exposure.

Fees and Cost Over Time

VOO charges 0.03% per year while ZALT charges 0.69%. On a $10,000 position that is $3 vs $69 annually, a gap of $66 per year that compounds over a long holding period. On income, VOO currently yields 1.04% against 0.00% for ZALT.

You are not choosing between two funds in isolation.

Whichever of VOO and ZALT you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

VOOZALT

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Frequently Asked Questions

Which is cheaper, VOO or ZALT?

VOO has an expense ratio of 0.03% while ZALT charges 0.69%. VOO is the cheaper option, by $66 a year on a $10,000 investment.

Which performed better, VOO or ZALT?

Over the past year VOO returned +16.61% vs +8.52% for ZALT, so VOO leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, VOO or ZALT?

VOO has been the more volatile fund at 12.4% annualized versus 3.9% for ZALT. Worst drawdown: VOO -18.7% vs ZALT -8.2%.

Should I hold both VOO and ZALT?

VOO and ZALT have a monthly-return correlation of 0.92, so they move almost identically. What is left to separate them is the fee and the index each one tracks. This is information, not a recommendation.

Which pays a higher dividend, VOO or ZALT?

VOO yields 1.04% while ZALT yields 0.00%, so VOO currently pays the higher dividend yield.

Is ZALT better than VOO?

VOO has a lower expense ratio. VOO led over 1Y, 3Y and the full window. The two have moved almost in lockstep, correlation 0.92. Which one suits a particular account depends on what it is for. This is information, not a recommendation.