LRNZ vs VOO
TrueShares Technology, AI & Deep Learning ETF vs Vanguard S&P 500 ETF
Which is better, LRNZ or VOO?
Each has led over a different period.
VOO has a lower expense ratio. LRNZ led over 1Y and 3Y, VOO over 5Y and the full window. VOO is less concentrated, with 37.9% of the fund in its ten largest positions against 54.4%.
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 | LRNZ | VOO |
|---|---|---|
| Expense Ratio | 0.68% | 0.03%Best |
| AUM | $43M | $1.0T |
| Dividend Yield | 0.00% | 1.06% |
| Holdings | 52 | 506 |
| YTD Return | +36.15%Best | +13.57% |
| 1Y Return | +35.28%Best | +17.55% |
| 3Y Return (annualized) | +29.38%Best | +22.46% |
| 5Y Return (annualized) | +5.57% | +13.28%Best |
| Volatility (annualized) | 33.5% | 15.8%Best |
| Max Drawdown | -61.3% | -28.9%Best |
| $10,000 over 5 years | $13,113 | $18,654Best |
| Top 10 Weight | 54.4% | 37.9%Best |
| Fund Family | TrueShares | Vanguard (US) |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Blend |
| Inception | Feb 28, 2020 | Sep 7, 2010 |
Volatility and max drawdown are measured over the window both funds cover: Mar 2, 2020 to Oct 14, 2026 (6.6 years).
LRNZ 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 6.6 years both funds cover.
LRNZ vs VOO Performance
TrueShares Technology, AI & Deep Learning ETF (LRNZ) is an ETF from TrueShares and Vanguard S&P 500 ETF (VOO) is an ETF from Vanguard (US). Over the past year LRNZ returned +35.28% while VOO returned +17.55%. Year to date, LRNZ is up 36.15% versus a gain of 13.57% for VOO.
Over three years, LRNZ compounded at +29.38% per year against +22.46% for VOO; over five years the annualized figures are +5.57% and +13.28% respectively. Across the full 7-year window we track, VOO has the edge at +16.20% annualized vs +15.05%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
LRNZ has been the more volatile fund, with annualized monthly volatility of 33.5% compared with 15.8% 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 -61.3% for LRNZ and -28.9% 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 0.62. They move together some of the time, and apart the rest.
Fees and Cost Over Time
LRNZ charges 0.68% per year while VOO charges 0.03%. On a $10,000 position that is $68 vs $3 annually, a gap of $65 per year that compounds over a long holding period. On income, LRNZ currently yields 0.00% against 1.06% for VOO.
Holdings Overlap
47.4% of LRNZ's money is in holdings VOO also owns. 19.5% of VOO's money is in holdings LRNZ also owns.
The two portfolios partly overlap.
13 positions in common, counted across the 26 positions we hold weights for in LRNZ and 504 in VOO, against full books of 52 and 506.
What only one of them owns
Our book lists 486 positions for VOO that do not appear in our book for LRNZ (80.2% of the fund), and 12 for LRNZ that do not appear in VOO (50.7%).
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 LRNZ | Weight in VOO | Difference |
|---|---|---|---|
| NVDANvidia Corp | 3.93% | 8.09% | 4.16% |
| CRWDCrowdstrike Holdings Inc | 6.70% | 0.36% | 6.34% |
| AVGOBroadcom Inc | 3.45% | 2.65% | 0.80% |
| GOOGAlphabet Inc. C | 3.29% | 2.40% | 0.89% |
| AMDAdvanced Micro Devices Inc | 4.28% | 1.16% | 3.12% |
| PANWPalo Alto Networks, Inc | 4.84% | 0.47% | 4.37% |
| MUMicron Technology, Inc. | 3.60% | 1.64% | 1.96% |
| DDOGDatadog Inc | 4.24% | 0.12% | 4.12% |
| MPWRMonolithic Power Systems Inc | 3.71% | 0.09% | 3.62% |
| ADIAnalog Devices, Inc. | 3.06% | 0.27% | 2.79% |
47.4% of LRNZ 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, LRNZ or VOO?
LRNZ has an expense ratio of 0.68% while VOO charges 0.03%. VOO is the cheaper option, by $65 a year on a $10,000 investment.
Which performed better, LRNZ or VOO?
Over the past year LRNZ returned +35.28% vs +17.55% for VOO, so LRNZ leads on 1-year performance. Over the longest common window we track (7 years), LRNZ annualized +15.05% vs +16.20% for VOO. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, LRNZ or VOO?
LRNZ has been the more volatile fund at 33.5% annualized versus 15.8% for VOO. Worst drawdown: LRNZ -61.3% vs VOO -28.9%.
Should I hold both LRNZ and VOO?
LRNZ and VOO have a monthly-return correlation of 0.62, 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 LRNZ and VOO?
47.4% of LRNZ's money is in holdings VOO also owns. 19.5% of VOO's is in holdings LRNZ also owns. They hold 13 positions in common, counted across the 26 positions we hold weights for in LRNZ and 504 in VOO.
Which pays a higher dividend, LRNZ or VOO?
LRNZ yields 0.00% while VOO yields 1.06%, so VOO currently pays the higher dividend yield.
Is VOO better than LRNZ?
VOO has a lower expense ratio. LRNZ led over 1Y and 3Y, VOO over 5Y and the full window. VOO is less concentrated, with 37.9% of the fund in its ten largest positions against 54.4%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.