RFFC vs VOO

Quick Verdict

VOO has a lower expense ratio. RFFC delivered stronger 1-year returns. VOO offers more diversification with 505 holdings.

Lower Fees: VOOHigher Returns: RFFCMore Diversified: VOO

Side-by-Side Comparison

MetricRFFCVOOWinner
Expense Ratio0.48%0.03%
AUM$30M$979.0B
Dividend Yield0.91%1.09%
Holdings58509
YTD Return+14.36%+13.80%
1Y Return+26.78%+23.71%
3Y Return (annualized)+21.12%+21.50%
5Y Return (annualized)+12.21%+13.44%
Volatility (annualized)16.2%14.1%
Max Drawdown-36.5%-34.3%
Fund FamilyALPS AdvisorsVanguard (US)
CategoryEquityEquity
InceptionJun 6, 2016Sep 7, 2010

RFFC vs VOO Performance

ALPS Active Equity Opportunity ETF (RFFC) is a ETF from ALPS Advisors and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year RFFC returned +26.78% while VOO returned +23.71%. Year to date, RFFC is up 14.36% versus a gain of 13.80% for VOO.

Over three years, RFFC compounded at +21.12% per year against +21.50% for VOO; over five years the annualized figures are +12.21% and +13.44% respectively. Across the full 10-year window we track, VOO has the edge at +13.58% annualized vs +12.23%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

RFFC has been the more volatile fund, with annualized monthly volatility of 16.2% 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 -36.5% for RFFC 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 0.97. They move almost in lockstep, so holding both mostly duplicates the same exposure.

Fees and Cost Over Time

RFFC charges 0.48% per year while VOO charges 0.03%. On a $10,000 position that is $48 vs $3 annually, a gap of $45 per year that compounds over a long holding period. On income, RFFC currently yields 0.91% against 1.09% for VOO.

Holdings Overlap

38.0%overlap

RFFC and VOO share 49 holdings out of 513 unique holdings combined, representing a 38.0% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in RFFCWeight in VOODifference
AAPL5.64%6.59%0.95%
NVDA3.97%7.51%3.54%
MSFT4.53%4.30%0.23%
GOOGLProProPro
AMZNProProPro
JNJProProPro
METAProProPro
JPM:USProProPro
CATProProPro
LLYProProPro
See all 10 holdings RFFC 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, RFFC or VOO?

RFFC has an expense ratio of 0.48% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $45 per year of difference.

Which performed better, RFFC or VOO?

Over the past year RFFC returned +26.78% vs +23.71% for VOO, so RFFC leads on 1-year performance. Over the longest common window we track (10 years), RFFC annualized +12.23% vs +13.58% for VOO. Past performance does not guarantee future results.

Which is riskier, RFFC or VOO?

RFFC has been the more volatile fund at 16.2% annualized versus 14.1% for VOO. Worst drawdown: RFFC -36.5% vs VOO -34.3%.

Should I hold both RFFC and VOO?

RFFC and VOO have a monthly-return correlation of 0.97, so they move almost identically. Holding both adds little diversification - most investors pick one, usually on fees or the specific index tracked.

What is the holdings overlap between RFFC and VOO?

RFFC and VOO share 49 common holdings with a 38.0% weight overlap. Combined, they hold 513 unique securities.

Which pays a higher dividend, RFFC or VOO?

RFFC yields 0.91% while VOO yields 1.09%, so VOO currently pays the higher dividend yield.

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