EERN vs VOO

EERN vs VOO

Which is better, EERN or VOO?

Diversified Sectoral Bond against Large Cap Blend.

EERN led over the full window, VOO over 1Y.

Higher Returns: split

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

MetricEERNVOO
Expense Ratio-0.03%
AUM$167,623.35$1.0T
Dividend Yield545.96%1.06%
Holdings13506
Volatility (annualized)17.8%Best19.6%
Max Drawdown-21.8%Best-23.0%
$10,000 over 1.1 years$9,611Best$9,295
Fund FamilyDRIVE WEALTHVanguard (US)
CategoryFixed IncomeEquity
StyleDiversified Sectoral BondLarge Cap Blend
InceptionJul 26, 2021Sep 7, 2010

Not shown on this pair: YTD Return, 1Y Return, 3Y Return (annualized), 5Y Return (annualized), Top 10 Weight.

The two price series end 1507 days apart, so a return over any period would be measuring two different stretches of market. Those rows are withheld. EERN has data through Aug 29, 2022 and VOO through Oct 14, 2026.

Volatility and max drawdown, and the $10,000 over 1.1 years row, are measured over the window both funds cover: Jul 27, 2021 to Aug 29, 2022 (1.1 years).

Risk: Volatility and Drawdowns

VOO has been the more volatile fund, with annualized monthly volatility of 19.6% compared with 17.8% for EERN. 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 -21.8% for EERN and -23.0% 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 0.81. They usually move together, but the gap leaves some room for diversification.

You are not choosing between two funds in isolation.

Whichever of EERN and VOO you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

EERNVOO

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is riskier, EERN or VOO?

VOO has been the more volatile fund at 19.6% annualized versus 17.8% for EERN. Worst drawdown: EERN -21.8% vs VOO -23.0%.

Should I hold both EERN and VOO?

EERN and VOO have a monthly-return correlation of 0.81, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.

Which pays a higher dividend, EERN or VOO?

EERN yields 545.96% while VOO yields 1.06%, so EERN currently pays the higher dividend yield.

Is VOO better than EERN?

EERN led over the full window, VOO over 1Y. Which one suits a particular account depends on what it is for. This is information, not a recommendation.