EIPX vs VOO
FT Energy Income Partners Strategy ETF vs Vanguard S&P 500 ETF
Which is better, EIPX or VOO?
Each has led over a different period.
VOO has a lower expense ratio. EIPX led over 1Y, VOO over 3Y and the full window.
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 | EIPX | VOO |
|---|---|---|
| Expense Ratio | 0.95% | 0.03%Best |
| AUM | $580M | $997.4B |
| Dividend Yield | 2.68% | 1.08% |
| Holdings | 174 | 509 |
| YTD Return | +27.34%Best | +13.37% |
| 1Y Return | +32.74%Best | +20.08% |
| 3Y Return (annualized) | +20.16% | +21.29%Best |
| 5Y Return (annualized) | - | +12.89% |
| Volatility (annualized) | 12.9%Tie | 12.9%Tie |
| Max Drawdown | -15.4%Best | -18.7% |
| $10,000 over 3.8 years | $18,963 | $21,724Best |
| Fund Family | First Trust Portfolios (US) | Vanguard (US) |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Blend |
| Inception | Nov 2, 2022 | Sep 7, 2010 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown, and the $10,000 over 3.8 years row, are measured over the window both funds cover: Nov 3, 2022 to Sep 4, 2026 (3.8 years).
EIPX 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 3.8 years both funds cover.
EIPX vs VOO Performance
FT Energy Income Partners Strategy ETF (EIPX) is an ETF from First Trust Portfolios (US) and Vanguard S&P 500 ETF (VOO) is an ETF from Vanguard (US). Over the past year EIPX returned +32.74% while VOO returned +20.08%. Year to date, EIPX is up 27.34% versus a gain of 13.37% for VOO.
Over three years, EIPX compounded at +20.16% per year against +21.29% for VOO. Across the full 4-year window we track, VOO has the edge at +22.65% annualized vs +18.34%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
EIPX and VOO have been equally volatile, both at 12.9% annualized.
The deepest peak-to-trough decline in our data was -15.4% for EIPX 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 0.32. They move together some of the time, and apart the rest.
Fees and Cost Over Time
EIPX charges 0.95% per year while VOO charges 0.03%. On a $10,000 position that is $95 vs $3 annually, a gap of $92 per year that compounds over a long holding period. On income, EIPX currently yields 2.68% against 1.08% for VOO.
Holdings Overlap
At least 4.3% of VOO's money is in holdings EIPX also owns.
Stated as a floor: for EIPX, our book for it covers 92.1% of that fund, so a holding it does not list is one we cannot count as shared. The real figure is this or higher.
VOO and EIPX share little of their money.
40 positions in common, counted across the 85 positions we hold weights for in EIPX and 505 in VOO, against full books of 174 and 509.
Top Shared Holdings
| Stock | Weight in EIPX | Weight in VOO | Difference |
|---|---|---|---|
| XOMExxon Mobil Corp. | 3.22% | 0.88% | 2.34% |
| KMIKinder Morgan Inc./de | 2.52% | 0.10% | 2.42% |
| OKEOneok Inc. | 2.46% | 0.08% | 2.38% |
| PSXPhillips 66 | 1.72% | 0.11% | 1.61% |
| BKRBaker Hughes Co | 1.71% | 0.09% | 1.62% |
| SOSouthern Co. | 1.62% | 0.17% | 1.45% |
| SRESempra Common Stock | 1.56% | 0.09% | 1.47% |
| DUKDuke Energy Corp | 1.42% | 0.15% | 1.27% |
| EVRGEvergy Inc. | 1.44% | 0.03% | 1.41% |
| SLBSchlumberger Nv. | 1.33% | 0.11% | 1.22% |
You are not choosing between two funds in isolation.
Whichever of EIPX 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, EIPX or VOO?
EIPX has an expense ratio of 0.95% while VOO charges 0.03%. VOO is the cheaper option, by $92 a year on a $10,000 investment.
Which performed better, EIPX or VOO?
Over the past year EIPX returned +32.74% vs +20.08% for VOO, so EIPX leads on 1-year performance. Over the longest common window we track (4 years), EIPX annualized +18.34% vs +22.65% for VOO. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, EIPX or VOO?
EIPX and VOO have been equally volatile, both at 12.9% annualized. Worst drawdown: EIPX -15.4% vs VOO -18.7%.
Should I hold both EIPX and VOO?
EIPX and VOO have a monthly-return correlation of 0.32, 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 EIPX and VOO?
At least 4.3% of VOO's money is in holdings EIPX also owns. Our book for EIPX is partial, so the real figure is this or higher. They hold 40 positions in common, counted across the 85 positions we hold weights for in EIPX and 505 in VOO.
Which pays a higher dividend, EIPX or VOO?
EIPX yields 2.68% while VOO yields 1.08%, so EIPX currently pays the higher dividend yield.
Is VOO better than EIPX?
VOO has a lower expense ratio. EIPX led over 1Y, VOO over 3Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.