EVX vs VOO
VanEck Environmental Services ETF vs Vanguard S&P 500 ETF
Quick Verdict
VOO has a lower expense ratio. VOO delivered stronger 1-year returns. VOO offers more diversification with 509 holdings.
Side-by-Side Comparison
| Metric | EVX | VOO | Winner |
|---|---|---|---|
| Expense Ratio | 0.55% | 0.03% | |
| AUM | $99M | $997.4B | |
| Dividend Yield | 0.18% | 1.08% | |
| Holdings | 30 | 509 | |
| YTD Return | +8.43% | +14.27% | |
| 1Y Return | +6.13% | +21.79% | |
| 3Y Return (annualized) | +10.30% | +22.19% | |
| 5Y Return (annualized) | +7.68% | +13.28% | |
| Volatility (annualized) | 18.6% | 14.2% | |
| Max Drawdown | -55.9% | -34.3% | |
| Fund Family | VanEck | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Oct 10, 2006 | Sep 7, 2010 |
EVX vs VOO Performance
VanEck Environmental Services ETF (EVX) is a ETF from VanEck and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year EVX returned +6.13% while VOO returned +21.79%. Year to date, EVX is up 8.43% versus a gain of 14.27% for VOO.
Over three years, EVX compounded at +10.30% per year against +22.19% for VOO; over five years the annualized figures are +7.68% and +13.28% respectively. Across the full 16-year window we track, VOO has the edge at +13.59% annualized vs +9.36%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
EVX has been the more volatile fund, with annualized monthly volatility of 18.6% 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 -55.9% for EVX 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 0.81. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
EVX charges 0.55% per year while VOO charges 0.03%. On a $10,000 position that is $55 vs $3 annually, a gap of $52 per year that compounds over a long holding period. On income, EVX currently yields 0.18% against 1.08% for VOO.
Holdings Overlap
EVX and VOO share 5 holdings out of 527 unique holdings combined, representing a 0.4% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, EVX or VOO?
EVX has an expense ratio of 0.55% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $52 per year of difference.
Which performed better, EVX or VOO?
Over the past year EVX returned +6.13% vs +21.79% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (16 years), EVX annualized +9.36% vs +13.59% for VOO. Past performance does not guarantee future results.
Which is riskier, EVX or VOO?
EVX has been the more volatile fund at 18.6% annualized versus 14.2% for VOO. Worst drawdown: EVX -55.9% vs VOO -34.3%.
Should I hold both EVX and VOO?
EVX and VOO have a monthly-return correlation of 0.81, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between EVX and VOO?
EVX and VOO share 5 common holdings with a 0.4% weight overlap. Combined, they hold 527 unique securities.
Which pays a higher dividend, EVX or VOO?
EVX yields 0.18% while VOO yields 1.08%, so VOO currently pays the higher dividend yield.
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