OAEM vs VOO
OneAscent Emerging Markets ETF vs Vanguard S&P 500 ETF
Which is better, OAEM or VOO?
Each has led over a different period.
VOO has a lower expense ratio. OAEM led over 1Y, VOO over 3Y and the full window. VOO is less concentrated, with 37.9% of the fund in its ten largest positions against 48.3%.
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 | OAEM | VOO |
|---|---|---|
| Expense Ratio | 1.25% | 0.03%Best |
| AUM | $134M | $1.0T |
| Dividend Yield | 0.58% | 1.06% |
| Holdings | 93 | 506 |
| YTD Return | +27.25%Best | +13.57% |
| 1Y Return | +40.64%Best | +17.55% |
| 3Y Return (annualized) | +22.17% | +22.46%Best |
| 5Y Return (annualized) | - | +13.28% |
| Volatility (annualized) | 18.8% | 13.1%Best |
| Max Drawdown | -17.1%Best | -18.7% |
| $10,000 over 4.1 years | $20,091 | $21,175Best |
| Top 10 Weight | 48.3% | 37.9%Best |
| Fund Family | OneAscent Investments | Vanguard (US) |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Blend |
| Inception | Sep 14, 2022 | Sep 7, 2010 |
Volatility and max drawdown, and the $10,000 over 4.1 years row, are measured over the window both funds cover: Sep 16, 2022 to Oct 14, 2026 (4.1 years).
OAEM 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 4.1 years both funds cover.
OAEM vs VOO Performance
OneAscent Emerging Markets ETF (OAEM) is an ETF from OneAscent Investments and Vanguard S&P 500 ETF (VOO) is an ETF from Vanguard (US). Over the past year OAEM returned +40.64% while VOO returned +17.55%. Year to date, OAEM is up 27.25% versus a gain of 13.57% for VOO.
Over three years, OAEM compounded at +22.17% per year against +22.46% for VOO. Across the full 4-year window we track, VOO has the edge at +20.08% annualized vs +18.55%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
OAEM has been the more volatile fund, with annualized monthly volatility of 18.8% compared with 13.1% 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 -17.1% for OAEM and -18.7% 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 0.63. They move together some of the time, and apart the rest.
Fees and Cost Over Time
OAEM charges 1.25% per year while VOO charges 0.03%. On a $10,000 position that is $125 vs $3 annually, a gap of $122 per year that compounds over a long holding period. On income, OAEM currently yields 0.58% against 1.06% for VOO.
Holdings Overlap
We hold position weights for 44 holdings in OAEM and 504 in VOO, totalling 95.4% and 100.1% of the two funds. The two books name no position in common, so there is no overlap percentage to show.
0 positions in common, counted across the 44 positions we hold weights for in OAEM and 504 in VOO, against full books of 93 and 506.
What only one of them owns
Our book lists 499 positions for VOO that do not appear in our book for OAEM (99.7% of the fund), and 1 for OAEM that do not appear in VOO (1.9%).
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.
You are not choosing between two funds in isolation.
Whichever of OAEM and VOO you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, OAEM or VOO?
OAEM has an expense ratio of 1.25% while VOO charges 0.03%. VOO is the cheaper option, by $122 a year on a $10,000 investment.
Which performed better, OAEM or VOO?
Over the past year OAEM returned +40.64% vs +17.55% for VOO, so OAEM leads on 1-year performance. Over the longest common window we track (4 years), OAEM annualized +18.55% vs +20.08% for VOO. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, OAEM or VOO?
OAEM has been the more volatile fund at 18.8% annualized versus 13.1% for VOO. Worst drawdown: OAEM -17.1% vs VOO -18.7%.
Should I hold both OAEM and VOO?
OAEM and VOO have a monthly-return correlation of 0.63, 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, OAEM or VOO?
OAEM yields 0.58% while VOO yields 1.06%, so VOO currently pays the higher dividend yield.
Is VOO better than OAEM?
VOO has a lower expense ratio. OAEM led over 1Y, VOO over 3Y and the full window. VOO is less concentrated, with 37.9% of the fund in its ten largest positions against 48.3%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.