EASY vs VOO
Liberty One Defensive Dividend Growth ETF vs Vanguard S&P 500 ETF
Which is better, EASY or VOO?
Large Cap Growth against Large Cap Blend.
VOO has a lower expense ratio. VOO led over 1Y and the full window. VOO is less concentrated, with 37.9% of the fund in its ten largest positions against 44.0%.
MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.
Side-by-Side Comparison
| Metric | EASY | VOO |
|---|---|---|
| Expense Ratio | 0.85% | 0.03%Best |
| AUM | $62M | $1.0T |
| Dividend Yield | 1.08% | 1.06% |
| Holdings | 50 | 506 |
| YTD Return | +7.52% | +13.57%Best |
| 1Y Return | +5.71% | +17.55%Best |
| 3Y Return (annualized) | - | +22.46% |
| 5Y Return (annualized) | - | +13.28% |
| Volatility (annualized) | 13.7% | 12.7%Best |
| Max Drawdown | -8.1%Best | -8.9% |
| $10,000 over 1 years | $10,685 | $11,619Best |
| Top 10 Weight | 44.0% | 37.9%Best |
| Fund Family | Liberty One Investment Management, LLC | Vanguard (US) |
| Category | Equity | Equity |
| Style | Large Cap Growth | Large Cap Blend |
| Inception | Sep 30, 2025 | Sep 7, 2010 |
Volatility and max drawdown, and the $10,000 over 1 years row, are measured over the window both funds cover: Sep 30, 2025 to Oct 14, 2026 (1 years).
EASY vs VOO growth
Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 1 years both funds cover.
EASY vs VOO Performance
Liberty One Defensive Dividend Growth ETF (EASY) is an ETF from Liberty One Investment Management, LLC and Vanguard S&P 500 ETF (VOO) is an ETF from Vanguard (US). Over the past year EASY returned +5.71% while VOO returned +17.55%. Year to date, EASY is up 7.52% versus a gain of 13.57% for VOO.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
EASY has been the more volatile fund, with annualized monthly volatility of 13.7% compared with 12.7% 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 -8.1% for EASY and -8.9% for VOO. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.10. They move largely independently of each other.
Fees and Cost Over Time
EASY charges 0.85% per year while VOO charges 0.03%. On a $10,000 position that is $85 vs $3 annually, a gap of $82 per year that compounds over a long holding period. On income, EASY currently yields 1.08% against 1.06% for VOO.
Holdings Overlap
99.5% of EASY's money is in holdings VOO also owns. 12.0% of VOO's money is in holdings EASY also owns.
Most of EASY is already inside VOO. Owning both mostly buys the same companies twice.
24 positions in common, counted across the 25 positions we hold weights for in EASY and 504 in VOO, against full books of 50 and 506.
What only one of them owns
Our book lists 475 positions for VOO that do not appear in our book for EASY (87.7% of the fund), and 1 for EASY that do not appear in VOO (0.5%).
Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.
Top Shared Holdings
| Stock | Weight in EASY | Weight in VOO | Difference |
|---|---|---|---|
| MSFTMicrosoft Corp | 5.10% | 5.70% | 0.60% |
| LLYEli Lilly & Co. | 4.00% | 1.38% | 2.62% |
| CAHCardinal Health Inc. | 5.12% | 0.08% | 5.04% |
| MSIMotorola Solutions, Inc | 4.99% | 0.12% | 4.87% |
| JNJJohnson & Johnson - Common | 3.86% | 0.97% | 2.89% |
| UNHUnitedhealth Group Incorporated | 4.04% | 0.53% | 3.51% |
| PGProcter & Gamble Company | 4.01% | 0.51% | 3.50% |
| KOCoca Cola Co. | 3.94% | 0.52% | 3.42% |
| MCKMckesson Corp. | 4.21% | 0.16% | 4.05% |
| LINLinde Plc Ordinary Shares | 4.03% | 0.34% | 3.69% |
99.5% of EASY is already inside VOO.
You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, EASY or VOO?
EASY has an expense ratio of 0.85% while VOO charges 0.03%. VOO is the cheaper option, by $82 a year on a $10,000 investment.
Which performed better, EASY or VOO?
Over the past year EASY returned +5.71% vs +17.55% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (1 years), EASY annualized +6.85% vs +16.19% for VOO. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, EASY or VOO?
EASY has been the more volatile fund at 13.7% annualized versus 12.7% for VOO. Worst drawdown: EASY -8.1% vs VOO -8.9%.
Should I hold both EASY and VOO?
EASY and VOO have a monthly-return correlation of 0.10, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
What is the holdings overlap between EASY and VOO?
99.5% of EASY's money is in holdings VOO also owns. 12.0% of VOO's is in holdings EASY also owns. They hold 24 positions in common, counted across the 25 positions we hold weights for in EASY and 504 in VOO.
Which pays a higher dividend, EASY or VOO?
EASY yields 1.08% while VOO yields 1.06%, so EASY currently pays the higher dividend yield.
Is VOO better than EASY?
VOO has a lower expense ratio. VOO led over 1Y and the full window. VOO is less concentrated, with 37.9% of the fund in its ten largest positions against 44.0%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.