PULT 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

MetricPULTVOOWinner
Expense Ratio0.25%0.03%
AUM$37M$979.0B
Dividend Yield4.65%1.09%
Holdings438509
YTD Return+1.22%+9.95%
1Y Return+4.19%+19.58%
3Y Return (annualized)+5.33%+19.43%
5Y Return (annualized)-+12.89%
Volatility (annualized)0.6%14.2%
Max Drawdown-0.4%-34.3%
Fund FamilyFranklin Templeton Investments (US)Vanguard (US)
CategoryFixed IncomeEquity
InceptionJan 19, 2023Sep 7, 2010

PULT vs VOO Performance

Putnam ESG Ultra Short ETF (PULT) is a ETF from Franklin Templeton Investments (US) and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year PULT returned +4.19% while VOO returned +19.58%. Year to date, PULT is up 1.22% versus a gain of 9.95% for VOO.

Over three years, PULT compounded at +5.33% per year against +19.43% for VOO. Across the full 3-year window we track, VOO has the edge at +13.35% annualized vs +5.23%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

VOO has been the more volatile fund, with annualized monthly volatility of 14.2% compared with 0.6% for PULT. 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 -0.4% for PULT 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 0.31. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

PULT charges 0.25% per year while VOO charges 0.03%. On a $10,000 position that is $25 vs $3 annually, a gap of $22 per year that compounds over a long holding period. On income, PULT currently yields 4.65% against 1.09% for VOO.

Holdings Overlap

0.2%overlap

PULT and VOO share 2 holdings out of 825 unique holdings combined, representing a 0.2% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in PULTWeight in VOODifference
WEC0.47%0.06%0.41%
MAR0.26%0.13%0.13%

Frequently Asked Questions

Which is cheaper, PULT or VOO?

PULT has an expense ratio of 0.25% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $22 per year of difference.

Which performed better, PULT or VOO?

Over the past year PULT returned +4.19% vs +19.58% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (3 years), PULT annualized +5.23% vs +13.35% for VOO. Past performance does not guarantee future results.

Which is riskier, PULT or VOO?

VOO has been the more volatile fund at 14.2% annualized versus 0.6% for PULT. Worst drawdown: PULT -0.4% vs VOO -34.3%.

Should I hold both PULT and VOO?

PULT and VOO have a monthly-return correlation of 0.31, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between PULT and VOO?

PULT and VOO share 2 common holdings with a 0.2% weight overlap. Combined, they hold 825 unique securities.

Which pays a higher dividend, PULT or VOO?

PULT yields 4.65% while VOO yields 1.09%, so PULT currently pays the higher dividend yield.

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