GBXA vs VOO

GBXA 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

MetricGBXAVOOWinner
Expense Ratio0.50%0.03%
AUM$7M$997.4B
Dividend Yield0.34%1.08%
Holdings6509
YTD Return-4.50%+12.25%
1Y Return+9.31%+20.92%
3Y Return (annualized)-+21.79%
5Y Return (annualized)-+13.05%
Volatility (annualized)8.9%14.1%
Max Drawdown-12.3%-34.3%
Fund FamilyGoldman Sachs Asset ManagementVanguard (US)
CategoryAlternativeEquity
InceptionDec 30, 2024Sep 7, 2010

GBXA vs VOO Performance

Goldman Sachs US Large Cap Buffer 1 ETF (GBXA) is a ETF from Goldman Sachs Asset Management and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year GBXA returned +9.31% while VOO returned +20.92%. Year to date, GBXA is down 4.50% versus a gain of 12.25% for VOO.

Risk: Volatility and Drawdowns

VOO has been the more volatile fund, with annualized monthly volatility of 14.1% compared with 8.9% for GBXA. 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 -12.3% for GBXA 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 0.97. They move almost in lockstep, so holding both mostly duplicates the same exposure.

Fees and Cost Over Time

GBXA charges 0.50% per year while VOO charges 0.03%. On a $10,000 position that is $50 vs $3 annually, a gap of $47 per year that compounds over a long holding period. On income, GBXA currently yields 0.34% against 1.08% for VOO.

Holdings Overlap

0.0%overlap

GBXA and VOO share 0 holdings out of 506 unique holdings combined, representing a 0.0% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Frequently Asked Questions

Which is cheaper, GBXA or VOO?

GBXA has an expense ratio of 0.50% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $47 per year of difference.

Which performed better, GBXA or VOO?

Over the past year GBXA returned +9.31% vs +20.92% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (1 years), GBXA annualized +3.38% vs +13.45% for VOO. Past performance does not guarantee future results.

Which is riskier, GBXA or VOO?

VOO has been the more volatile fund at 14.1% annualized versus 8.9% for GBXA. Worst drawdown: GBXA -12.3% vs VOO -34.3%.

Should I hold both GBXA and VOO?

GBXA and VOO have a monthly-return correlation of 0.97, so they move almost identically. Holding both adds little diversification - most investors pick one, usually on fees or the specific index tracked.

What is the holdings overlap between GBXA and VOO?

GBXA and VOO share 0 common holdings with a 0.0% weight overlap. Combined, they hold 506 unique securities.

Which pays a higher dividend, GBXA or VOO?

GBXA yields 0.34% while VOO yields 1.08%, so VOO currently pays the higher dividend yield.

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