VOO vs WCPB
VOO vs WCPB
Vanguard S&P 500 ETF vs Weitz Core Plus Bond ETF
Quick Verdict
VOO has a lower expense ratio. VOO delivered stronger 1-year returns. VOO offers more diversification with 505 holdings.
Side-by-Side Comparison
| Metric | VOO | WCPB | Winner |
|---|---|---|---|
| Expense Ratio | 0.03% | 0.45% | |
| AUM | $979.0B | $233M | |
| Dividend Yield | 1.09% | 4.01% | |
| Holdings | 509 | 137 | |
| YTD Return | +13.80% | +1.20% | |
| 1Y Return | +23.71% | +4.18% | |
| 3Y Return (annualized) | +21.50% | - | |
| 5Y Return (annualized) | +13.44% | - | |
| Volatility (annualized) | 14.1% | 3.0% | |
| Max Drawdown | -34.3% | -2.6% | |
| Fund Family | Vanguard (US) | Weitz Investment Management, Inc | |
| Category | Equity | Fixed Income | |
| Inception | Sep 7, 2010 | Aug 12, 2025 |
VOO vs WCPB Performance
Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US) and Weitz Core Plus Bond ETF (WCPB) is a ETF from Weitz Investment Management, Inc. Over the past year VOO returned +23.71% while WCPB returned +4.18%. Year to date, VOO is up 13.80% versus a gain of 1.20% for WCPB.
Risk: Volatility and Drawdowns
VOO has been the more volatile fund, with annualized monthly volatility of 14.1% compared with 3.0% for WCPB. 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 -34.3% for VOO and -2.6% for WCPB. 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 0.49. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
VOO charges 0.03% per year while WCPB charges 0.45%. On a $10,000 position that is $3 vs $45 annually, a gap of $42 per year that compounds over a long holding period. On income, VOO currently yields 1.09% against 4.01% for WCPB.
Holdings Overlap
VOO and WCPB share 0 holdings out of 519 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, VOO or WCPB?
VOO has an expense ratio of 0.03% while WCPB charges 0.45%. VOO is the cheaper option. On a $10,000 investment, that is $42 per year of difference.
Which performed better, VOO or WCPB?
Over the past year VOO returned +23.71% vs +4.18% for WCPB, so VOO leads on 1-year performance. Past performance does not guarantee future results.
Which is riskier, VOO or WCPB?
VOO has been the more volatile fund at 14.1% annualized versus 3.0% for WCPB. Worst drawdown: VOO -34.3% vs WCPB -2.6%.
Should I hold both VOO and WCPB?
VOO and WCPB have a monthly-return correlation of 0.49, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between VOO and WCPB?
VOO and WCPB share 0 common holdings with a 0.0% weight overlap. Combined, they hold 519 unique securities.
Which pays a higher dividend, VOO or WCPB?
VOO yields 1.09% while WCPB yields 4.01%, so WCPB currently pays the higher dividend yield.
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