ISPY 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

MetricISPYVOOWinner
Expense Ratio0.56%0.03%
AUM$1.2B$979.0B
Dividend Yield4.45%1.09%
Holdings512509
YTD Return+5.34%+11.51%
1Y Return+13.80%+21.46%
3Y Return (annualized)-+20.86%
5Y Return (annualized)-+13.01%
Volatility (annualized)15.5%14.1%
Max Drawdown-18.4%-34.3%
Fund FamilyProSharesVanguard (US)
CategoryAlternativeEquity
InceptionDec 18, 2023Sep 7, 2010

ISPY vs VOO Performance

ProShares S&P 500 High Income ETF (ISPY) is a ETF from ProShares and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year ISPY returned +13.80% while VOO returned +21.46%. Year to date, ISPY is up 5.34% versus a gain of 11.51% for VOO.

Risk: Volatility and Drawdowns

ISPY has been the more volatile fund, with annualized monthly volatility of 15.5% 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 -18.4% for ISPY 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 0.69. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

ISPY charges 0.56% per year while VOO charges 0.03%. On a $10,000 position that is $56 vs $3 annually, a gap of $53 per year that compounds over a long holding period. On income, ISPY currently yields 4.45% against 1.09% for VOO.

Holdings Overlap

82.1%overlap

ISPY and VOO share 486 holdings out of 523 unique holdings combined, representing a 82.1% weight overlap.

High overlap means holding both may not provide much additional diversification.

Top Shared Holdings

StockWeight in ISPYWeight in VOODifference
NVDA6.18%7.51%1.33%
AAPL5.99%6.59%0.60%
MSFT3.75%4.30%0.55%
AMZNProProPro
GOOGLProProPro
AVGOProProPro
GOOGProProPro
METAProProPro
MUProProPro
TSLAProProPro
See all 10 holdings ISPY shares with VOO
Exact weights in each fund and the difference, for every overlapping position.
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Frequently Asked Questions

Which is cheaper, ISPY or VOO?

ISPY has an expense ratio of 0.56% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $53 per year of difference.

Which performed better, ISPY or VOO?

Over the past year ISPY returned +13.80% vs +21.46% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (3 years), ISPY annualized +7.60% vs +13.44% for VOO. Past performance does not guarantee future results.

Which is riskier, ISPY or VOO?

ISPY has been the more volatile fund at 15.5% annualized versus 14.1% for VOO. Worst drawdown: ISPY -18.4% vs VOO -34.3%.

Should I hold both ISPY and VOO?

ISPY and VOO have a monthly-return correlation of 0.69, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between ISPY and VOO?

ISPY and VOO share 486 common holdings with a 82.1% weight overlap. Combined, they hold 523 unique securities.

Which pays a higher dividend, ISPY or VOO?

ISPY yields 4.45% while VOO yields 1.09%, so ISPY currently pays the higher dividend yield.

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