ALTY vs VOO

Quick Verdict

VOO has a lower expense ratio. VOO delivered stronger 1-year returns. VOO offers more diversification with 505 holdings.

Lower Fees: VOOHigher Returns: VOOMore Diversified: VOO

Side-by-Side Comparison

MetricALTYVOOWinner
Expense Ratio0.50%0.03%
AUM$46M$979.0B
Dividend Yield7.39%1.09%
Holdings21509
YTD Return+6.53%+13.80%
1Y Return+13.08%+23.71%
3Y Return (annualized)+11.17%+21.50%
5Y Return (annualized)+5.49%+13.44%
Volatility (annualized)16.2%14.1%
Max Drawdown-60.1%-34.3%
Fund FamilyGlobal X by mirae AssetVanguard (US)
CategoryAlternativeEquity
InceptionJul 13, 2015Sep 7, 2010

ALTY vs VOO Performance

Global X Alternative Income ETF (ALTY) is a ETF from Global X by mirae Asset and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year ALTY returned +13.08% while VOO returned +23.71%. Year to date, ALTY is up 6.53% versus a gain of 13.80% for VOO.

Over three years, ALTY compounded at +11.17% per year against +21.50% for VOO; over five years the annualized figures are +5.49% and +13.44% respectively. Across the full 11-year window we track, VOO has the edge at +13.58% annualized vs +1.76%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

ALTY has been the more volatile fund, with annualized monthly volatility of 16.2% compared with 14.1% for VOO. 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 -60.1% for ALTY and -34.3% for VOO. 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 0.80. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

ALTY charges 0.50% per year while VOO charges 0.03%. On a $10,000 position that is $50 vs $3 annually, a gap of $47 per year that compounds over a long holding period. On income, ALTY currently yields 7.39% against 1.09% for VOO.

Holdings Overlap

0.1%overlap

ALTY and VOO share 2 holdings out of 522 unique holdings combined, representing a 0.1% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in ALTYWeight in VOODifference
OKE1.26%0.08%1.18%
EIX1.29%0.04%1.25%

Frequently Asked Questions

Which is cheaper, ALTY or VOO?

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

Which performed better, ALTY or VOO?

Over the past year ALTY returned +13.08% vs +23.71% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (11 years), ALTY annualized +1.76% vs +13.58% for VOO. Past performance does not guarantee future results.

Which is riskier, ALTY or VOO?

ALTY has been the more volatile fund at 16.2% annualized versus 14.1% for VOO. Worst drawdown: ALTY -60.1% vs VOO -34.3%.

Should I hold both ALTY and VOO?

ALTY and VOO have a monthly-return correlation of 0.80, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between ALTY and VOO?

ALTY and VOO share 2 common holdings with a 0.1% weight overlap. Combined, they hold 522 unique securities.

Which pays a higher dividend, ALTY or VOO?

ALTY yields 7.39% while VOO yields 1.09%, so ALTY currently pays the higher dividend yield.

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