OGIG vs VOO

OGIG vs VOO

Which is better, OGIG or VOO?

Large Cap Growth against Large Cap Blend.

VOO has a lower expense ratio. VOO led over 1Y, 3Y, 5Y and the full window. VOO is less concentrated, with 37.9% of the fund in its ten largest positions against 45.0%.

Lower Fees: VOOHigher Returns: VOOLess Concentrated: VOO

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

MetricOGIGVOO
Expense Ratio0.48%0.03%Best
AUM$106M$1.0T
Dividend Yield0.08%1.06%
Holdings55506
YTD Return-2.92%+13.57%Best
1Y Return-10.78%+17.55%Best
3Y Return (annualized)+16.94%+22.46%Best
5Y Return (annualized)-2.00%+13.28%Best
Volatility (annualized)25.6%16.5%Best
Max Drawdown-66.0%-34.3%Best
$10,000 over 5 years$9,039$18,654Best
Top 10 Weight45.0%37.9%Best
Fund FamilyALPS AdvisorsVanguard (US)
CategoryEquityEquity
StyleLarge Cap GrowthLarge Cap Blend
InceptionJun 5, 2018Sep 7, 2010

Volatility and max drawdown are measured over the window both funds cover: Jun 5, 2018 to Oct 14, 2026 (8.4 years).

OGIG 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 8.4 years both funds cover.

OGIG vs VOO Performance

ALPS O'Shares Global Internet Giants ETF (OGIG) is an ETF from ALPS Advisors and Vanguard S&P 500 ETF (VOO) is an ETF from Vanguard (US). Over the past year OGIG returned -10.78% while VOO returned +17.55%. Year to date, OGIG is down 2.92% versus a gain of 13.57% for VOO.

Over three years, OGIG compounded at +16.94% per year against +22.46% for VOO; over five years the annualized figures are -2.00% and +13.28% respectively. Across the full 8-year window we track, VOO has the edge at +14.19% annualized vs +8.63%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

OGIG has been the more volatile fund, with annualized monthly volatility of 25.6% compared with 16.5% 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 -66.0% for OGIG and -34.3% 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 0.72. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

OGIG charges 0.48% per year while VOO charges 0.03%. On a $10,000 position that is $48 vs $3 annually, a gap of $45 per year that compounds over a long holding period. On income, OGIG currently yields 0.08% against 1.06% for VOO.

Holdings Overlap

OGIG already in VOO62.5%
VOO already in OGIG19.2%

62.5% of OGIG's money is in holdings VOO also owns. 19.2% of VOO's money is in holdings OGIG also owns.

The two portfolios partly overlap.

27 positions in common, counted across the 51 positions we hold weights for in OGIG and 504 in VOO, against full books of 55 and 506.

What only one of them owns

Our book lists 472 positions for VOO that do not appear in our book for OGIG (80.5% of the fund), and 14 for OGIG that do not appear in VOO (23.8%).

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

StockWeight in OGIGWeight in VOODifference
MSFTMicrosoft Corp6.05%5.70%0.35%
AMZNAmazon.Com Inc5.75%3.85%1.90%
GOOGLAlphabet Inc5.94%3.01%2.93%
METAMeta Platforms Inc6.50%1.90%4.60%
PLTRPalantir Technologies Inc5.05%0.65%4.40%
ORCLOracle Corp - Common4.03%0.38%3.65%
PANWPalo Alto Networks, Inc3.13%0.47%2.66%
CRWDCrowdstrike Holdings Inc3.06%0.36%2.70%
DDOGDatadog Inc2.35%0.12%2.23%
APPAppLovin Corp. Com Cl A2.03%0.13%1.90%

62.5% of OGIG 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.

OGIGVOO

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Frequently Asked Questions

Which is cheaper, OGIG or VOO?

OGIG has an expense ratio of 0.48% while VOO charges 0.03%. VOO is the cheaper option, by $45 a year on a $10,000 investment.

Which performed better, OGIG or VOO?

Over the past year OGIG returned -10.78% vs +17.55% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (8 years), OGIG annualized +8.63% vs +14.19% for VOO. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, OGIG or VOO?

OGIG has been the more volatile fund at 25.6% annualized versus 16.5% for VOO. Worst drawdown: OGIG -66.0% vs VOO -34.3%.

Should I hold both OGIG and VOO?

OGIG and VOO have a monthly-return correlation of 0.72, 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 OGIG and VOO?

62.5% of OGIG's money is in holdings VOO also owns. 19.2% of VOO's is in holdings OGIG also owns. They hold 27 positions in common, counted across the 51 positions we hold weights for in OGIG and 504 in VOO.

Which pays a higher dividend, OGIG or VOO?

OGIG yields 0.08% while VOO yields 1.06%, so VOO currently pays the higher dividend yield.

Is VOO better than OGIG?

VOO has a lower expense ratio. VOO led over 1Y, 3Y, 5Y and the full window. VOO is less concentrated, with 37.9% of the fund in its ten largest positions against 45.0%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.