LDUR vs VOO
LDUR vs VOO
PIMCO Enhanced Low Duration Active Exchange-Traded Fund vs Vanguard S&P 500 ETF
Quick Verdict
VOO has a lower expense ratio. VOO delivered stronger 1-year returns. LDUR offers more diversification with 522 holdings.
Side-by-Side Comparison
| Metric | LDUR | VOO | Winner |
|---|---|---|---|
| Expense Ratio | 0.54% | 0.03% | |
| AUM | $1.4B | $979.0B | |
| Dividend Yield | 4.37% | 1.09% | |
| Holdings | 618 | 509 | |
| YTD Return | +1.26% | +13.11% | |
| 1Y Return | +3.60% | +22.88% | |
| 3Y Return (annualized) | +5.02% | +21.08% | |
| 5Y Return (annualized) | +2.32% | +13.26% | |
| Volatility (annualized) | 1.9% | 14.1% | |
| Max Drawdown | -8.7% | -34.3% | |
| Fund Family | PIMCO (US) | Vanguard (US) | |
| Category | Fixed Income | Equity | |
| Inception | Jan 22, 2014 | Sep 7, 2010 |
LDUR vs VOO Performance
PIMCO Enhanced Low Duration Active Exchange-Traded Fund (LDUR) is a ETF from PIMCO (US) and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year LDUR returned +3.60% while VOO returned +22.88%. Year to date, LDUR is up 1.26% versus a gain of 13.11% for VOO.
Over three years, LDUR compounded at +5.02% per year against +21.08% for VOO; over five years the annualized figures are +2.32% and +13.26% respectively. Across the full 13-year window we track, VOO has the edge at +13.54% annualized vs +1.08%. 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 1.9% for LDUR. 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 -8.7% for LDUR 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 0.37. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
LDUR charges 0.54% per year while VOO charges 0.03%. On a $10,000 position that is $54 vs $3 annually, a gap of $51 per year that compounds over a long holding period. On income, LDUR currently yields 4.37% against 1.09% for VOO.
Holdings Overlap
LDUR and VOO share 0 holdings out of 1027 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, LDUR or VOO?
LDUR has an expense ratio of 0.54% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $51 per year of difference.
Which performed better, LDUR or VOO?
Over the past year LDUR returned +3.60% vs +22.88% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (13 years), LDUR annualized +1.08% vs +13.54% for VOO. Past performance does not guarantee future results.
Which is riskier, LDUR or VOO?
VOO has been the more volatile fund at 14.1% annualized versus 1.9% for LDUR. Worst drawdown: LDUR -8.7% vs VOO -34.3%.
Should I hold both LDUR and VOO?
LDUR and VOO have a monthly-return correlation of 0.37, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between LDUR and VOO?
LDUR and VOO share 0 common holdings with a 0.0% weight overlap. Combined, they hold 1027 unique securities.
Which pays a higher dividend, LDUR or VOO?
LDUR yields 4.37% while VOO yields 1.09%, so LDUR currently pays the higher dividend yield.
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