KNGZ vs VOO

KNGZ vs VOO

Which is better, KNGZ or VOO?

Large Cap Value against Large Cap Blend.

VOO has a lower expense ratio. KNGZ led over 1Y, VOO over 3Y, 5Y and the full window. The two have moved almost in lockstep, correlation 0.90. KNGZ is less concentrated, with 36.2% of the fund in its ten largest positions against 36.4%.

Lower Fees: VOOHigher Returns: splitLess Concentrated: KNGZ

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

MetricKNGZVOO
Expense Ratio0.50%0.03%Best
AUM$67M$997.4B
Dividend Yield2.43%1.04%
Holdings198509
YTD Return+19.37%Best+12.50%
1Y Return+21.14%Best+17.58%
3Y Return (annualized)+17.46%+21.27%Best
5Y Return (annualized)+10.43%+12.95%Best
Volatility (annualized)17.0%15.9%Best
Max Drawdown-37.5%-34.3%Best
$10,000 over 5 years$16,422$18,384Best
Top 10 Weight36.2%Best36.4%
Fund FamilyFirst Trust Portfolios (US)Vanguard (US)
CategoryEquityEquity
StyleLarge Cap ValueLarge Cap Blend
InceptionJun 20, 2017Sep 7, 2010

Volatility and max drawdown are measured over the window both funds cover: Jun 22, 2017 to Sep 11, 2026 (9.2 years).

KNGZ 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 9.2 years both funds cover.

KNGZ vs VOO Performance

First Trust S&P 500 Diversified Dividend Aristocrats ETF (KNGZ) is an ETF from First Trust Portfolios (US) and Vanguard S&P 500 ETF (VOO) is an ETF from Vanguard (US). Over the past year KNGZ returned +21.14% while VOO returned +17.58%. Year to date, KNGZ is up 19.37% versus a gain of 12.50% for VOO.

Over three years, KNGZ compounded at +17.46% per year against +21.27% for VOO; over five years the annualized figures are +10.43% and +12.95% respectively. Across the full 9-year window we track, VOO has the edge at +14.16% annualized vs +10.22%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

KNGZ has been the more volatile fund, with annualized monthly volatility of 17.0% compared with 15.9% 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 -37.5% for KNGZ and -34.3% 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 0.90. They move almost in lockstep, so holding both mostly duplicates the same exposure.

Fees and Cost Over Time

KNGZ 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, KNGZ currently yields 2.43% against 1.04% for VOO.

Holdings Overlap

KNGZ already in VOO96.6%
VOO already in KNGZ20.4%

96.6% of KNGZ's money is in holdings VOO also owns. 20.4% of VOO's money is in holdings KNGZ also owns.

Most of KNGZ is already inside VOO. Owning both mostly buys the same companies twice.

The two holdings books were reported 63 days apart, KNGZ as of Sep 1, 2026 and VOO as of Jun 30, 2026, so some of the difference between them is the time between the two reports rather than the funds.

96 positions in common, counted across the 98 positions we hold weights for in KNGZ and 505 in VOO, against full books of 198 and 509.

What only one of them owns

Our book lists 400 positions for VOO that do not appear in our book for KNGZ (79.0% of the fund), and 1 for KNGZ that do not appear in VOO (2.8%).

Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.

Top Shared Holdings

StockWeight in KNGZWeight in VOODifference
MSFTMicrosoft Corp 4.100 Feb 06 372.00%4.30%2.30%
ACNAccenture Plc5.14%0.12%5.02%
IBMInternational Business Machines Corp.4.32%0.41%3.91%
HPQHp Inc.4.54%0.03%4.51%
VZVerizon Communications, Inc.3.78%0.27%3.51%
QCOMQualcomm Inc.3.59%0.30%3.29%
AVGOBroadcom Inc0.96%2.77%1.81%
TXNTexas Instruments, Inc3.10%0.42%2.68%
MCHPMicrochip Technology Inc.3.20%0.08%3.12%
CMCSAComcast Corp. Class A3.05%0.14%2.91%

96.6% of KNGZ is already inside VOO.

You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.

KNGZVOO

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Frequently Asked Questions

Which is cheaper, KNGZ or VOO?

KNGZ has an expense ratio of 0.50% while VOO charges 0.03%. VOO is the cheaper option, by $47 a year on a $10,000 investment.

Which performed better, KNGZ or VOO?

Over the past year KNGZ returned +21.14% vs +17.58% for VOO, so KNGZ leads on 1-year performance. Over the longest common window we track (9 years), KNGZ annualized +10.22% vs +14.16% for VOO. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, KNGZ or VOO?

KNGZ has been the more volatile fund at 17.0% annualized versus 15.9% for VOO. Worst drawdown: KNGZ -37.5% vs VOO -34.3%.

Should I hold both KNGZ and VOO?

KNGZ and VOO have a monthly-return correlation of 0.90, so they move almost identically. What is left to separate them is the fee and the index each one tracks. This is information, not a recommendation.

What is the holdings overlap between KNGZ and VOO?

96.6% of KNGZ's money is in holdings VOO also owns. 20.4% of VOO's is in holdings KNGZ also owns. They hold 96 positions in common, counted across the 98 positions we hold weights for in KNGZ and 505 in VOO.

Which pays a higher dividend, KNGZ or VOO?

KNGZ yields 2.43% while VOO yields 1.04%, so KNGZ currently pays the higher dividend yield.

Is VOO better than KNGZ?

VOO has a lower expense ratio. KNGZ led over 1Y, VOO over 3Y, 5Y and the full window. The two have moved almost in lockstep, correlation 0.90. KNGZ is less concentrated, with 36.2% of the fund in its ten largest positions against 36.4%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.