APLU 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

MetricAPLUVOOWinner
Expense Ratio0.31%0.03%
AUM$421M$979.0B
Dividend Yield5.42%1.09%
Holdings549509
YTD Return-0.68%+9.95%
1Y Return+2.60%+19.58%
3Y Return (annualized)-+19.43%
5Y Return (annualized)-+12.89%
Volatility (annualized)3.4%14.2%
Max Drawdown-3.2%-34.3%
Fund FamilyAllspring Global InvestmentsVanguard (US)
CategoryFixed IncomeEquity
InceptionDec 4, 2024Sep 7, 2010

APLU vs VOO Performance

Allspring Core Plus ETF (APLU) is a ETF from Allspring Global Investments and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year APLU returned +2.60% while VOO returned +19.58%. Year to date, APLU is down 0.68% versus a gain of 9.95% for VOO.

Risk: Volatility and Drawdowns

VOO has been the more volatile fund, with annualized monthly volatility of 14.2% compared with 3.4% for APLU. 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 -3.2% for APLU 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 0.29. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

APLU charges 0.31% per year while VOO charges 0.03%. On a $10,000 position that is $31 vs $3 annually, a gap of $28 per year that compounds over a long holding period. On income, APLU currently yields 5.42% against 1.09% for VOO.

Holdings Overlap

0.0%overlap

APLU and VOO share 0 holdings out of 752 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, APLU or VOO?

APLU has an expense ratio of 0.31% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $28 per year of difference.

Which performed better, APLU or VOO?

Over the past year APLU returned +2.60% vs +19.58% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (2 years), APLU annualized +2.68% vs +13.35% for VOO. Past performance does not guarantee future results.

Which is riskier, APLU or VOO?

VOO has been the more volatile fund at 14.2% annualized versus 3.4% for APLU. Worst drawdown: APLU -3.2% vs VOO -34.3%.

Should I hold both APLU and VOO?

APLU and VOO have a monthly-return correlation of 0.29, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between APLU and VOO?

APLU and VOO share 0 common holdings with a 0.0% weight overlap. Combined, they hold 752 unique securities.

Which pays a higher dividend, APLU or VOO?

APLU yields 5.42% while VOO yields 1.09%, so APLU currently pays the higher dividend yield.

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