OOSP 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

MetricOOSPVOOWinner
Expense Ratio0.64%0.03%
AUM$151M$979.0B
Dividend Yield6.96%1.09%
Holdings103509
YTD Return+3.41%+13.80%
1Y Return+6.25%+23.71%
3Y Return (annualized)-+21.50%
5Y Return (annualized)-+13.44%
Volatility (annualized)1.4%14.1%
Max Drawdown-1.3%-34.3%
Fund FamilyObra Fund ManagementVanguard (US)
CategoryEquityEquity
InceptionApr 9, 2024Sep 7, 2010

OOSP vs VOO Performance

Obra Opportunistic Structured Products ETF (OOSP) is a ETF from Obra Fund Management and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year OOSP returned +6.25% while VOO returned +23.71%. Year to date, OOSP is up 3.41% versus a gain of 13.80% for VOO.

Risk: Volatility and Drawdowns

VOO has been the more volatile fund, with annualized monthly volatility of 14.1% compared with 1.4% for OOSP. 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 -1.3% for OOSP 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 0.60. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

OOSP charges 0.64% per year while VOO charges 0.03%. On a $10,000 position that is $64 vs $3 annually, a gap of $61 per year that compounds over a long holding period. On income, OOSP currently yields 6.96% against 1.09% for VOO.

Holdings Overlap

0.0%overlap

OOSP and VOO share 0 holdings out of 507 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, OOSP or VOO?

OOSP has an expense ratio of 0.64% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $61 per year of difference.

Which performed better, OOSP or VOO?

Over the past year OOSP returned +6.25% vs +23.71% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (2 years), OOSP annualized +7.20% vs +13.58% for VOO. Past performance does not guarantee future results.

Which is riskier, OOSP or VOO?

VOO has been the more volatile fund at 14.1% annualized versus 1.4% for OOSP. Worst drawdown: OOSP -1.3% vs VOO -34.3%.

Should I hold both OOSP and VOO?

OOSP and VOO have a monthly-return correlation of 0.60, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between OOSP and VOO?

OOSP and VOO share 0 common holdings with a 0.0% weight overlap. Combined, they hold 507 unique securities.

Which pays a higher dividend, OOSP or VOO?

OOSP yields 6.96% while VOO yields 1.09%, so OOSP currently pays the higher dividend yield.

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