FTXN vs VOO

Quick Verdict

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

Lower Fees: VOOHigher Returns: FTXNMore Diversified: VOO

Side-by-Side Comparison

MetricFTXNVOOWinner
Expense Ratio0.60%0.03%
AUM$162M$979.0B
Dividend Yield2.13%1.09%
Holdings44509
YTD Return+35.88%+14.48%
1Y Return+42.42%+22.02%
3Y Return (annualized)+11.54%+21.80%
5Y Return (annualized)+22.04%+13.36%
Volatility (annualized)32.3%14.2%
Max Drawdown-74.4%-34.3%
Fund FamilyFirst Trust Portfolios (US)Vanguard (US)
CategoryEquityEquity
InceptionSep 20, 2016Sep 7, 2010

FTXN vs VOO Performance

First Trust Nasdaq Oil & Gas ETF (FTXN) 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 FTXN returned +42.42% while VOO returned +22.02%. Year to date, FTXN is up 35.88% versus a gain of 14.48% for VOO.

Over three years, FTXN compounded at +11.54% per year against +21.80% for VOO; over five years the annualized figures are +22.04% and +13.36% respectively. Across the full 10-year window we track, VOO has the edge at +13.61% annualized vs +8.27%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

FTXN has been the more volatile fund, with annualized monthly volatility of 32.3% 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 -74.4% for FTXN 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 0.53. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

FTXN 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, FTXN currently yields 2.13% against 1.09% for VOO.

Holdings Overlap

3.0%overlap

FTXN and VOO share 21 holdings out of 527 unique holdings combined, representing a 3.0% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in FTXNWeight in VOODifference
XOM6.94%0.88%6.06%
CVX7.07%0.48%6.59%
COP7.32%0.20%7.12%
EOGProProPro
OXYProProPro
MPCProProPro
VLOProProPro
FANGProProPro
DVNProProPro
OKEProProPro
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Frequently Asked Questions

Which is cheaper, FTXN or VOO?

FTXN 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, FTXN or VOO?

Over the past year FTXN returned +42.42% vs +22.02% for VOO, so FTXN leads on 1-year performance. Over the longest common window we track (10 years), FTXN annualized +8.27% vs +13.61% for VOO. Past performance does not guarantee future results.

Which is riskier, FTXN or VOO?

FTXN has been the more volatile fund at 32.3% annualized versus 14.2% for VOO. Worst drawdown: FTXN -74.4% vs VOO -34.3%.

Should I hold both FTXN and VOO?

FTXN and VOO have a monthly-return correlation of 0.53, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between FTXN and VOO?

FTXN and VOO share 21 common holdings with a 3.0% weight overlap. Combined, they hold 527 unique securities.

Which pays a higher dividend, FTXN or VOO?

FTXN yields 2.13% while VOO yields 1.09%, so FTXN currently pays the higher dividend yield.

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