EFAX vs VOO
State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF vs Vanguard S&P 500 ETF
Quick Verdict
VOO has a lower expense ratio. VOO delivered stronger 1-year returns. EFAX offers more diversification with 671 holdings.
Side-by-Side Comparison
| Metric | EFAX | VOO | Winner |
|---|---|---|---|
| Expense Ratio | 0.20% | 0.03% | |
| AUM | $518M | $997.4B | |
| Dividend Yield | 3.12% | 1.08% | |
| Holdings | 671 | 509 | |
| YTD Return | +12.31% | +14.27% | |
| 1Y Return | +20.24% | +21.79% | |
| 3Y Return (annualized) | +18.69% | +22.19% | |
| 5Y Return (annualized) | +8.53% | +13.28% | |
| Volatility (annualized) | 15.3% | 14.2% | |
| Max Drawdown | -36.2% | -34.3% | |
| Fund Family | SPDR State Street Global Advisors | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Oct 24, 2016 | Sep 7, 2010 |
EFAX vs VOO Performance
State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF (EFAX) is a ETF from SPDR State Street Global Advisors and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year EFAX returned +20.24% while VOO returned +21.79%. Year to date, EFAX is up 12.31% versus a gain of 14.27% for VOO.
Over three years, EFAX compounded at +18.69% per year against +22.19% for VOO; over five years the annualized figures are +8.53% and +13.28% respectively. Across the full 10-year window we track, VOO has the edge at +13.59% annualized vs +8.24%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
EFAX has been the more volatile fund, with annualized monthly volatility of 15.3% compared with 14.2% 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 -36.2% for EFAX and -34.3% for VOO. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
The two funds' monthly returns correlate at 0.83. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
EFAX charges 0.20% per year while VOO charges 0.03%. On a $10,000 position that is $20 vs $3 annually, a gap of $17 per year that compounds over a long holding period. On income, EFAX currently yields 3.12% against 1.08% for VOO.
Holdings Overlap
Frequently Asked Questions
Which is cheaper, EFAX or VOO?
EFAX has an expense ratio of 0.20% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $17 per year of difference.
Which performed better, EFAX or VOO?
Over the past year EFAX returned +20.24% vs +21.79% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (10 years), EFAX annualized +8.24% vs +13.59% for VOO. Past performance does not guarantee future results.
Which is riskier, EFAX or VOO?
EFAX has been the more volatile fund at 15.3% annualized versus 14.2% for VOO. Worst drawdown: EFAX -36.2% vs VOO -34.3%.
Should I hold both EFAX and VOO?
EFAX and VOO have a monthly-return correlation of 0.83, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between EFAX and VOO?
EFAX and VOO share 2 common holdings with a 0.1% weight overlap. Combined, they hold 1132 unique securities.
Which pays a higher dividend, EFAX or VOO?
EFAX yields 3.12% while VOO yields 1.08%, so EFAX currently pays the higher dividend yield.
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