SPYI 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

MetricSPYIVOOWinner
Expense Ratio0.68%0.03%
AUM$10.8B$979.0B
Dividend Yield11.84%1.09%
Holdings509509
YTD Return+3.02%+13.80%
1Y Return+10.61%+23.71%
3Y Return (annualized)+13.15%+21.50%
5Y Return (annualized)-+13.44%
Volatility (annualized)10.5%14.1%
Max Drawdown-16.5%-34.3%
Fund FamilyNEOSVanguard (US)
CategoryEquityEquity
InceptionAug 29, 2022Sep 7, 2010

SPYI vs VOO Performance

NEOS S&P 500 High Income ETF (SPYI) is a ETF from NEOS and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year SPYI returned +10.61% while VOO returned +23.71%. Year to date, SPYI is up 3.02% versus a gain of 13.80% for VOO.

Over three years, SPYI compounded at +13.15% per year against +21.50% for VOO. Across the full 4-year window we track, VOO has the edge at +13.58% annualized vs +13.28%. 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 10.5% for SPYI. 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 -16.5% for SPYI 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

SPYI charges 0.68% per year while VOO charges 0.03%. On a $10,000 position that is $68 vs $3 annually, a gap of $65 per year that compounds over a long holding period. On income, SPYI currently yields 11.84% against 1.09% for VOO.

Holdings Overlap

92.8%overlap

SPYI and VOO share 490 holdings out of 516 unique holdings combined, representing a 92.8% weight overlap.

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

Top Shared Holdings

StockWeight in SPYIWeight in VOODifference
NVDA7.50%7.51%0.01%
AAPL7.75%6.59%1.16%
MSFT4.54%4.30%0.24%
AMZNProProPro
GOOGLProProPro
AVGOProProPro
GOOGProProPro
METAProProPro
MUProProPro
TSLAProProPro
See all 10 holdings SPYI 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, SPYI or VOO?

SPYI has an expense ratio of 0.68% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $65 per year of difference.

Which performed better, SPYI or VOO?

Over the past year SPYI returned +10.61% vs +23.71% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (4 years), SPYI annualized +13.28% vs +13.58% for VOO. Past performance does not guarantee future results.

Which is riskier, SPYI or VOO?

VOO has been the more volatile fund at 14.1% annualized versus 10.5% for SPYI. Worst drawdown: SPYI -16.5% vs VOO -34.3%.

Should I hold both SPYI and VOO?

SPYI 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 SPYI and VOO?

SPYI and VOO share 490 common holdings with a 92.8% weight overlap. Combined, they hold 516 unique securities.

Which pays a higher dividend, SPYI or VOO?

SPYI yields 11.84% while VOO yields 1.09%, so SPYI currently pays the higher dividend yield.

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