EWX vs VOO

EWX vs VOO
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Quick Verdict

VOO has a lower expense ratio. VOO delivered stronger 1-year returns. EWX offers more diversification with 3,452 holdings.

Lower Fees: VOOHigher Returns: VOOMore Diversified: EWX

Side-by-Side Comparison

MetricEWXVOOWinner
Expense Ratio0.65%0.03%
AUM$702M$997.4B
Dividend Yield2.73%1.08%
Holdings3,452509
YTD Return+8.75%+12.95%
1Y Return+11.24%+20.69%
3Y Return (annualized)+12.90%+22.09%
5Y Return (annualized)+6.85%+13.40%
Volatility (annualized)21.4%14.1%
Max Drawdown-63.9%-34.3%
Fund FamilySPDR State Street Global AdvisorsVanguard (US)
CategoryEquityEquity
InceptionMay 12, 2008Sep 7, 2010

EWX vs VOO Performance

State Street SPDR S&P Emerging Markets Small Cap ETF (EWX) 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 EWX returned +11.24% while VOO returned +20.69%. Year to date, EWX is up 8.75% versus a gain of 12.95% for VOO.

Over three years, EWX compounded at +12.90% per year against +22.09% for VOO; over five years the annualized figures are +6.85% and +13.40% respectively. Across the full 16-year window we track, VOO has the edge at +13.50% annualized vs +2.30%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

EWX has been the more volatile fund, with annualized monthly volatility of 21.4% compared with 14.1% 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 -63.9% for EWX 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 0.72. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

EWX charges 0.65% per year while VOO charges 0.03%. On a $10,000 position that is $65 vs $3 annually, a gap of $62 per year that compounds over a long holding period. On income, EWX currently yields 2.73% against 1.08% for VOO.

Holdings Overlap

0.1%overlap

EWX and VOO share 4 holdings out of 3776 unique holdings combined, representing a 0.1% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in EWXWeight in VOODifference
UNH0.02%0.59%0.57%
PG0.03%0.53%0.50%
UNP0.05%0.25%0.20%
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Frequently Asked Questions

Which is cheaper, EWX or VOO?

EWX has an expense ratio of 0.65% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $62 per year of difference.

Which performed better, EWX or VOO?

Over the past year EWX returned +11.24% vs +20.69% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (16 years), EWX annualized +2.30% vs +13.50% for VOO. Past performance does not guarantee future results.

Which is riskier, EWX or VOO?

EWX has been the more volatile fund at 21.4% annualized versus 14.1% for VOO. Worst drawdown: EWX -63.9% vs VOO -34.3%.

Should I hold both EWX and VOO?

EWX and VOO have a monthly-return correlation of 0.72, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between EWX and VOO?

EWX and VOO share 4 common holdings with a 0.1% weight overlap. Combined, they hold 3776 unique securities.

Which pays a higher dividend, EWX or VOO?

EWX yields 2.73% while VOO yields 1.08%, so EWX currently pays the higher dividend yield.

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