GWX vs VOO

GWX vs VOO
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Quick Verdict

VOO has a lower expense ratio. GWX delivered stronger 1-year returns. GWX offers more diversification with 2,076 holdings.

Lower Fees: VOOHigher Returns: GWXMore Diversified: GWX

Side-by-Side Comparison

MetricGWXVOOWinner
Expense Ratio0.40%0.03%
AUM$924M$997.4B
Dividend Yield2.76%1.08%
Holdings2,076509
YTD Return+12.89%+12.25%
1Y Return+22.74%+20.92%
3Y Return (annualized)+18.23%+21.79%
5Y Return (annualized)+6.73%+13.05%
Volatility (annualized)19.2%14.1%
Max Drawdown-64.8%-34.3%
Fund FamilySPDR State Street Global AdvisorsVanguard (US)
CategoryEquityEquity
InceptionApr 20, 2007Sep 7, 2010

GWX vs VOO Performance

State Street SPDR S&P International Small Cap ETF (GWX) is a ETF from SPDR State Street Global Advisors and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year GWX returned +22.74% while VOO returned +20.92%. Year to date, GWX is up 12.89% versus a gain of 12.25% for VOO.

Over three years, GWX compounded at +18.23% per year against +21.79% for VOO; over five years the annualized figures are +6.73% and +13.05% respectively. Across the full 16-year window we track, VOO has the edge at +13.45% annualized vs +2.02%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

GWX has been the more volatile fund, with annualized monthly volatility of 19.2% 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 -64.8% for GWX 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 0.81. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

GWX charges 0.40% per year while VOO charges 0.03%. On a $10,000 position that is $40 vs $3 annually, a gap of $37 per year that compounds over a long holding period. On income, GWX currently yields 2.76% against 1.08% for VOO.

Holdings Overlap

0.0%overlap

GWX and VOO share 2 holdings out of 2530 unique holdings combined, representing a 0.0% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in GWXWeight in VOODifference
CAT0.03%0.76%0.73%
KR0.01%0.05%0.04%

Frequently Asked Questions

Which is cheaper, GWX or VOO?

GWX has an expense ratio of 0.40% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $37 per year of difference.

Which performed better, GWX or VOO?

Over the past year GWX returned +22.74% vs +20.92% for VOO, so GWX leads on 1-year performance. Over the longest common window we track (16 years), GWX annualized +2.02% vs +13.45% for VOO. Past performance does not guarantee future results.

Which is riskier, GWX or VOO?

GWX has been the more volatile fund at 19.2% annualized versus 14.1% for VOO. Worst drawdown: GWX -64.8% vs VOO -34.3%.

Should I hold both GWX and VOO?

GWX and VOO have a monthly-return correlation of 0.81, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between GWX and VOO?

GWX and VOO share 2 common holdings with a 0.0% weight overlap. Combined, they hold 2530 unique securities.

Which pays a higher dividend, GWX or VOO?

GWX yields 2.76% while VOO yields 1.08%, so GWX currently pays the higher dividend yield.

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