VOO vs WRND

Quick Verdict

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

Lower Fees: VOOHigher Returns: WRNDMore Diversified: VOO

Side-by-Side Comparison

MetricVOOWRNDWinner
Expense Ratio0.03%0.18%
AUM$979.0B$10M
Dividend Yield1.09%0.92%
Holdings509216
YTD Return+13.53%+16.40%
1Y Return+23.65%+32.27%
3Y Return (annualized)+21.27%+21.23%
5Y Return (annualized)+13.52%-
Volatility (annualized)14.1%17.3%
Max Drawdown-34.3%-27.2%
Fund FamilyVanguard (US)INDEXIQ ETF TRUST
CategoryEquityEquity
InceptionSep 7, 2010Feb 8, 2022

VOO vs WRND Performance

Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US) and NYLI Global Equity R&D Leaders ETF (WRND) is a ETF from INDEXIQ ETF TRUST. Over the past year VOO returned +23.65% while WRND returned +32.27%. Year to date, VOO is up 13.53% versus a gain of 16.40% for WRND.

Over three years, VOO compounded at +21.27% per year against +21.23% for WRND. Across the full 5-year window we track, WRND has the edge at +14.70% annualized vs +13.57%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

WRND has been the more volatile fund, with annualized monthly volatility of 17.3% 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 -34.3% for VOO and -27.2% for WRND. 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 0.92. They move almost in lockstep, so holding both mostly duplicates the same exposure.

Fees and Cost Over Time

VOO charges 0.03% per year while WRND charges 0.18%. On a $10,000 position that is $3 vs $18 annually, a gap of $15 per year that compounds over a long holding period. On income, VOO currently yields 1.09% against 0.92% for WRND.

Holdings Overlap

40.5%overlap

VOO and WRND share 65 holdings out of 645 unique holdings combined, representing a 40.5% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in VOOWeight in WRNDDifference
NVDA7.51%7.28%0.23%
AAPL6.59%6.37%0.22%
GOOGL3.25%7.92%4.67%
MSFTProProPro
AMZNProProPro
AVGOProProPro
METAProProPro
LLYProProPro
ETNProProPro
AMATProProPro
See all 10 holdings VOO shares with WRND
Exact weights in each fund and the difference, for every overlapping position.
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Frequently Asked Questions

Which is cheaper, VOO or WRND?

VOO has an expense ratio of 0.03% while WRND charges 0.18%. VOO is the cheaper option. On a $10,000 investment, that is $15 per year of difference.

Which performed better, VOO or WRND?

Over the past year VOO returned +23.65% vs +32.27% for WRND, so WRND leads on 1-year performance. Over the longest common window we track (5 years), VOO annualized +13.57% vs +14.70% for WRND. Past performance does not guarantee future results.

Which is riskier, VOO or WRND?

WRND has been the more volatile fund at 17.3% annualized versus 14.1% for VOO. Worst drawdown: VOO -34.3% vs WRND -27.2%.

Should I hold both VOO and WRND?

VOO and WRND have a monthly-return correlation of 0.92, 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 VOO and WRND?

VOO and WRND share 65 common holdings with a 40.5% weight overlap. Combined, they hold 645 unique securities.

Which pays a higher dividend, VOO or WRND?

VOO yields 1.09% while WRND yields 0.92%, so VOO currently pays the higher dividend yield.

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