FITZ vs VOO
Fitz-Gerald Must Have Portfolio ETF vs Vanguard S&P 500 ETF
Which is better, FITZ or VOO?
Large Cap Growth against Large Cap Blend.
VOO has a lower expense ratio. VOO is less concentrated, with 39.1% of the fund in its ten largest positions against 48.3%.
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 | FITZ | VOO |
|---|---|---|
| Expense Ratio | 0.75% | 0.03%Best |
| AUM | $111M | $1.0T |
| Dividend Yield | 0.22% | 1.05% |
| Holdings | 94 | 519 |
| YTD Return | +2.96% | +11.31%Best |
| 1Y Return | - | +13.49% |
| 3Y Return (annualized) | - | +20.46% |
| 5Y Return (annualized) | - | +11.61% |
| Top 10 Weight | 48.3% | 39.1%Best |
| Fund Family | XFunds | Vanguard (US) |
| Category | Equity | Equity |
| Style | Large Cap Growth | Large Cap Blend |
| Inception | May 27, 2026 | Sep 7, 2010 |
Not shown on this pair: Volatility (annualized), Max Drawdown, $10,000 over the window.
FITZ 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 is available from the range buttons; it is not the opening view here because over the whole period one of these two funds moves so much further than the other that its line would sit flat on the axis.
FITZ vs VOO Performance
Fitz-Gerald Must Have Portfolio ETF (FITZ) is an ETF from XFunds and Vanguard S&P 500 ETF (VOO) is an ETF from Vanguard (US). Year to date, FITZ is up 2.96% versus a gain of 11.31% for VOO.
Past performance does not guarantee future results.
Fees and Cost Over Time
FITZ charges 0.75% per year while VOO charges 0.03%. On a $10,000 position that is $75 vs $3 annually, a gap of $72 per year that compounds over a long holding period. On income, FITZ currently yields 0.22% against 1.05% for VOO.
Holdings Overlap
89.0% of FITZ's money is in holdings VOO also owns. 44.5% of VOO's money is in holdings FITZ also owns.
Most of FITZ is already inside VOO. Owning both mostly buys the same companies twice.
25 positions in common, counted across the 30 positions we hold weights for in FITZ and 506 in VOO, against full books of 94 and 519.
What only one of them owns
Our book lists 476 positions for VOO that do not appear in our book for FITZ (55.5% of the fund), and 5 for FITZ that do not appear in VOO (11.0%).
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
| Stock | Weight in FITZ | Weight in VOO | Difference |
|---|---|---|---|
| NVDANvidia Corp. | 4.99% | 8.39% | 3.40% |
| AAPLApple, Inc | 4.95% | 7.38% | 2.43% |
| MSFTMicrosoft Corp 4.100 Feb 06 37 | 4.29% | 5.78% | 1.49% |
| PLTRPalantir Technologies Inc | 6.51% | 0.65% | 5.86% |
| AMDAdvanced Micro Devices Inc. | 4.56% | 1.52% | 3.04% |
| TSLATesla Motors Inc | 4.51% | 1.52% | 2.99% |
| AVGOBroadcom Inc | 3.18% | 2.54% | 0.64% |
| JPMJpmorgan Chase & Co. | 4.37% | 1.33% | 3.04% |
| CRWDCrowdstrike Holdings Inc. Class A | 5.27% | 0.41% | 4.86% |
| LLYEli Lilly & Co. | 4.17% | 1.41% | 2.76% |
89.0% of FITZ 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.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, FITZ or VOO?
FITZ has an expense ratio of 0.75% while VOO charges 0.03%. VOO is the cheaper option, by $72 a year on a $10,000 investment.
What is the holdings overlap between FITZ and VOO?
89.0% of FITZ's money is in holdings VOO also owns. 44.5% of VOO's is in holdings FITZ also owns. They hold 25 positions in common, counted across the 30 positions we hold weights for in FITZ and 506 in VOO.
Which pays a higher dividend, FITZ or VOO?
FITZ yields 0.22% while VOO yields 1.05%, so VOO currently pays the higher dividend yield.
Is VOO better than FITZ?
VOO has a lower expense ratio. VOO is less concentrated, with 39.1% of the fund in its ten largest positions against 48.3%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.