FXED vs VOO
Sound Enhanced Fixed Income ETF vs Vanguard S&P 500 ETF
Which is better, FXED or VOO?
Diversified Sectoral Bond against Large Cap Blend.
VOO has a lower expense ratio. VOO led over 1Y, 3Y, 5Y and the full window.
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 | FXED | VOO |
|---|---|---|
| Expense Ratio | 1.89% | 0.03%Best |
| AUM | $38M | $997.4B |
| Dividend Yield | 7.44% | 1.04% |
| Holdings | 67 | 509 |
| YTD Return | -1.43% | +14.14%Best |
| 1Y Return | -2.61% | +17.31%Best |
| 3Y Return (annualized) | +6.14% | +23.16%Best |
| 5Y Return (annualized) | +1.94% | +13.85%Best |
| Volatility (annualized) | 9.6%Best | 15.0% |
| Max Drawdown | -19.7%Best | -24.5% |
| $10,000 over 5 years | $11,008 | $19,128Best |
| Fund Family | Sound Income Strategies | Vanguard (US) |
| Category | Fixed Income | Equity |
| Style | Diversified Sectoral Bond | Large Cap Blend |
| Inception | Dec 30, 2020 | Sep 7, 2010 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown are measured over the window both funds cover: Dec 31, 2020 to Sep 21, 2026 (5.7 years).
FXED 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 covers the 5.7 years both funds cover.
FXED vs VOO Performance
Sound Enhanced Fixed Income ETF (FXED) is an ETF from Sound Income Strategies and Vanguard S&P 500 ETF (VOO) is an ETF from Vanguard (US). Over the past year FXED returned -2.61% while VOO returned +17.31%. Year to date, FXED is down 1.43% versus a gain of 14.14% for VOO.
Over three years, FXED compounded at +6.14% per year against +23.16% for VOO; over five years the annualized figures are +1.94% and +13.85% respectively. Across the full 6-year window we track, VOO has the edge at +15.15% annualized vs +2.97%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
VOO has been the more volatile fund, with annualized monthly volatility of 15.0% compared with 9.6% for FXED. 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 -19.7% for FXED and -24.5% for VOO. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.84. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
FXED charges 1.89% per year while VOO charges 0.03%. On a $10,000 position that is $189 vs $3 annually, a gap of $186 per year that compounds over a long holding period. On income, FXED currently yields 7.44% against 1.04% for VOO.
Holdings Overlap
At least 0.4% of VOO's money is in holdings FXED also owns.
Stated as a floor: for FXED, our book for it covers 86.9% of that fund, so a holding it does not list is one we cannot count as shared. The real figure is this or higher.
We cannot see either book well enough to say how much of this pair is duplicated.
4 positions in common, counted across the 56 positions we hold weights for in FXED and 494 in VOO, against full books of 67 and 509.
You are not choosing between two funds in isolation.
Whichever of FXED and VOO you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, FXED or VOO?
FXED has an expense ratio of 1.89% while VOO charges 0.03%. VOO is the cheaper option, by $186 a year on a $10,000 investment.
Which performed better, FXED or VOO?
Over the past year FXED returned -2.61% vs +17.31% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (6 years), FXED annualized +2.97% vs +15.15% for VOO. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, FXED or VOO?
VOO has been the more volatile fund at 15.0% annualized versus 9.6% for FXED. Worst drawdown: FXED -19.7% vs VOO -24.5%.
Should I hold both FXED and VOO?
FXED and VOO have a monthly-return correlation of 0.84, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
Which pays a higher dividend, FXED or VOO?
FXED yields 7.44% while VOO yields 1.04%, so FXED currently pays the higher dividend yield.
Is VOO better than FXED?
VOO has a lower expense ratio. VOO led over 1Y, 3Y, 5Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.