URTY vs VOO

Quick Verdict

VOO has a lower expense ratio. URTY delivered stronger 1-year returns. URTY offers more diversification with 1967 holdings.

Lower Fees: VOOHigher Returns: URTYMore Diversified: URTY

Side-by-Side Comparison

MetricURTYVOOWinner
Expense Ratio0.95%0.03%
AUM$333M$979.0B
Dividend Yield0.72%1.09%
Holdings1,996509
YTD Return+59.74%+13.53%
1Y Return+116.48%+23.65%
3Y Return (annualized)+25.06%+21.27%
5Y Return (annualized)-1.87%+13.52%
Volatility (annualized)59.5%14.1%
Max Drawdown-88.2%-34.3%
Fund FamilyProSharesVanguard (US)
CategoryAlternativeEquity
InceptionFeb 9, 2010Sep 7, 2010

URTY vs VOO Performance

ProShares UltraPro Russell2000 (URTY) is a ETF from ProShares and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year URTY returned +116.48% while VOO returned +23.65%. Year to date, URTY is up 59.74% versus a gain of 13.53% for VOO.

Over three years, URTY compounded at +25.06% per year against +21.27% for VOO; over five years the annualized figures are -1.87% and +13.52% respectively. Across the full 16-year window we track, URTY has the edge at +13.98% annualized vs +13.57%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

URTY has been the more volatile fund, with annualized monthly volatility of 59.5% 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 -88.2% for URTY 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 0.85. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

URTY charges 0.95% per year while VOO charges 0.03%. On a $10,000 position that is $95 vs $3 annually, a gap of $92 per year that compounds over a long holding period. On income, URTY currently yields 0.72% against 1.09% for VOO.

Holdings Overlap

0.0%overlap

URTY and VOO share 4 holdings out of 2468 unique holdings combined, representing a 0.0% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in URTYWeight in VOODifference
NEM0.01%0.15%0.14%
XEL0.01%0.08%0.07%
BLDR0.04%0.01%0.03%
AOSProProPro
See all 4 holdings URTY 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, URTY or VOO?

URTY has an expense ratio of 0.95% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $92 per year of difference.

Which performed better, URTY or VOO?

Over the past year URTY returned +116.48% vs +23.65% for VOO, so URTY leads on 1-year performance. Over the longest common window we track (16 years), URTY annualized +13.98% vs +13.57% for VOO. Past performance does not guarantee future results.

Which is riskier, URTY or VOO?

URTY has been the more volatile fund at 59.5% annualized versus 14.1% for VOO. Worst drawdown: URTY -88.2% vs VOO -34.3%.

Should I hold both URTY and VOO?

URTY and VOO have a monthly-return correlation of 0.85, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between URTY and VOO?

URTY and VOO share 4 common holdings with a 0.0% weight overlap. Combined, they hold 2468 unique securities.

Which pays a higher dividend, URTY or VOO?

URTY yields 0.72% while VOO yields 1.09%, so VOO currently pays the higher dividend yield.

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