FTXG vs VOO

FTXG vs VOO
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Quick Verdict

VOO has a lower expense ratio. VOO delivered stronger 1-year returns. VOO offers more diversification with 509 holdings.

Lower Fees: VOOHigher Returns: VOOMore Diversified: VOO

Side-by-Side Comparison

MetricFTXGVOOWinner
Expense Ratio0.60%0.03%
AUM$18M$997.4B
Dividend Yield2.52%1.08%
Holdings31509
YTD Return+13.00%+12.25%
1Y Return+5.47%+20.92%
3Y Return (annualized)+0.61%+21.79%
5Y Return (annualized)+1.59%+13.05%
Volatility (annualized)14.3%14.1%
Max Drawdown-33.8%-34.3%
Fund FamilyFirst Trust Portfolios (US)Vanguard (US)
CategoryEquityEquity
InceptionSep 20, 2016Sep 7, 2010

FTXG vs VOO Performance

First Trust Nasdaq Food & Beverage ETF (FTXG) is a ETF from First Trust Portfolios (US) and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year FTXG returned +5.47% while VOO returned +20.92%. Year to date, FTXG is up 13.00% versus a gain of 12.25% for VOO.

Over three years, FTXG compounded at +0.61% per year against +21.79% for VOO; over five years the annualized figures are +1.59% and +13.05% respectively. Across the full 10-year window we track, VOO has the edge at +13.45% annualized vs +3.03%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

FTXG has been the more volatile fund, with annualized monthly volatility of 14.3% 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 -33.8% for FTXG 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 0.58. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

FTXG charges 0.60% per year while VOO charges 0.03%. On a $10,000 position that is $60 vs $3 annually, a gap of $57 per year that compounds over a long holding period. On income, FTXG currently yields 2.52% against 1.08% for VOO.

Holdings Overlap

1.4%overlap

FTXG and VOO share 15 holdings out of 520 unique holdings combined, representing a 1.4% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in FTXGWeight in VOODifference
ADM9.33%0.06%9.27%
KO8.84%0.49%8.35%
KHC8.68%0.03%8.65%
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Frequently Asked Questions

Which is cheaper, FTXG or VOO?

FTXG has an expense ratio of 0.60% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $57 per year of difference.

Which performed better, FTXG or VOO?

Over the past year FTXG returned +5.47% vs +20.92% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (10 years), FTXG annualized +3.03% vs +13.45% for VOO. Past performance does not guarantee future results.

Which is riskier, FTXG or VOO?

FTXG has been the more volatile fund at 14.3% annualized versus 14.1% for VOO. Worst drawdown: FTXG -33.8% vs VOO -34.3%.

Should I hold both FTXG and VOO?

FTXG and VOO have a monthly-return correlation of 0.58, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between FTXG and VOO?

FTXG and VOO share 15 common holdings with a 1.4% weight overlap. Combined, they hold 520 unique securities.

Which pays a higher dividend, FTXG or VOO?

FTXG yields 2.52% while VOO yields 1.08%, so FTXG currently pays the higher dividend yield.

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