UYLD 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

MetricUYLDVOOWinner
Expense Ratio0.34%0.03%
AUM$1.6B$979.0B
Dividend Yield5.42%1.09%
Holdings921509
YTD Return+1.97%+13.31%
1Y Return+4.08%+24.01%
3Y Return (annualized)+5.69%+21.17%
5Y Return (annualized)-+13.34%
Volatility (annualized)0.7%14.1%
Max Drawdown-0.5%-34.3%
Fund FamilyAngel Oak Capital AdvisorsVanguard (US)
CategoryFixed IncomeEquity
InceptionOct 24, 2022Sep 7, 2010

UYLD vs VOO Performance

Angel Oak UltraShort Income ETF (UYLD) is a ETF from Angel Oak Capital Advisors and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year UYLD returned +4.08% while VOO returned +24.01%. Year to date, UYLD is up 1.97% versus a gain of 13.31% for VOO.

Over three years, UYLD compounded at +5.69% per year against +21.17% for VOO. Across the full 4-year window we track, VOO has the edge at +13.55% annualized vs +5.83%. 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 0.7% for UYLD. 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 -0.5% for UYLD 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

UYLD charges 0.34% per year while VOO charges 0.03%. On a $10,000 position that is $34 vs $3 annually, a gap of $31 per year that compounds over a long holding period. On income, UYLD currently yields 5.42% against 1.09% for VOO.

Holdings Overlap

0.0%overlap

UYLD and VOO share 0 holdings out of 673 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, UYLD or VOO?

UYLD has an expense ratio of 0.34% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $31 per year of difference.

Which performed better, UYLD or VOO?

Over the past year UYLD returned +4.08% vs +24.01% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (4 years), UYLD annualized +5.83% vs +13.55% for VOO. Past performance does not guarantee future results.

Which is riskier, UYLD or VOO?

VOO has been the more volatile fund at 14.1% annualized versus 0.7% for UYLD. Worst drawdown: UYLD -0.5% vs VOO -34.3%.

Should I hold both UYLD and VOO?

UYLD 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 UYLD and VOO?

UYLD and VOO share 0 common holdings with a 0.0% weight overlap. Combined, they hold 673 unique securities.

Which pays a higher dividend, UYLD or VOO?

UYLD yields 5.42% while VOO yields 1.09%, so UYLD currently pays the higher dividend yield.

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