FITZ vs VOO

FITZ vs VOO

Which is better, FITZ or VOO?

Large Cap Growth against Large Cap Blend.

VOO has a lower expense ratio. VOO is less concentrated, with 37.6% of the fund in its ten largest positions against 49.2%.

Lower Fees: VOOLess Concentrated: VOO

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

MetricFITZVOO
Expense Ratio0.75%0.03%Best
AUM$89M$997.4B
Dividend Yield0.00%1.04%
Holdings32509
YTD Return+1.15%+12.25%Best
1Y Return-+17.03%
3Y Return (annualized)-+21.25%
5Y Return (annualized)-+13.08%
Top 10 Weight49.2%37.6%Best
Fund FamilyXFundsVanguard (US)
CategoryEquityEquity
StyleLarge Cap GrowthLarge Cap Blend
InceptionMay 27, 2026Sep 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 1.15% versus a gain of 12.25% 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 0.00% against 1.04% for VOO.

Holdings Overlap

FITZ already in VOO90.7%
VOO already in FITZ42.9%

90.7% of FITZ's money is in holdings VOO also owns. 42.9% 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 494 in VOO, against full books of 32 and 509.

What only one of them owns

Measured across the 30 and 494 positions we hold weights for.

VOO holds 462 positions FITZ does not, 56.2% of the fund.

Largest: GOOGL 3.24%, META 1.90%, BRK.B 1.46%, JNJ 0.96%, V 0.93%

Top Shared Holdings

StockWeight in FITZWeight in VOODifference
NVDANvidia Corp5.72%7.55%1.83%
AAPLApple, Inc5.31%7.05%1.74%
MSFTMicrosoft Corp4.16%5.36%1.20%
JPMJpmorgan Chase5.25%1.46%3.79%
PLTRPalantir Technologies Inc6.21%0.44%5.77%
AVGOBroadcom Inc3.51%2.86%0.65%
TSLATesla Inc4.81%1.36%3.45%
AMZNAmazon.Com Inc1.93%4.13%2.20%
LLYEli Lilly & Co.4.16%1.41%2.75%
AMDAdvanced Micro Devices Inc4.01%1.21%2.80%

90.7% 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.

FITZVOO

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?

90.7% of FITZ's money is in holdings VOO also owns. 42.9% 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 494 in VOO.

Which pays a higher dividend, FITZ or VOO?

FITZ yields 0.00% while VOO yields 1.04%, so VOO currently pays the higher dividend yield.

Is VOO better than FITZ?

VOO has a lower expense ratio. VOO is less concentrated, with 37.6% of the fund in its ten largest positions against 49.2%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.