KXI vs VOO
iShares Global Consumer Staples ETF vs Vanguard S&P 500 ETF
Quick Verdict
VOO has a lower expense ratio. VOO delivered stronger 1-year returns. VOO offers more diversification with 509 holdings.
Side-by-Side Comparison
| Metric | KXI | VOO | Winner |
|---|---|---|---|
| Expense Ratio | 0.38% | 0.03% | |
| AUM | $1.1B | $997.4B | |
| Dividend Yield | 2.30% | 1.08% | |
| Holdings | 112 | 509 | |
| YTD Return | +7.44% | +12.95% | |
| 1Y Return | +6.36% | +20.69% | |
| 3Y Return (annualized) | +7.55% | +22.09% | |
| 5Y Return (annualized) | +4.52% | +13.40% | |
| Volatility (annualized) | 12.7% | 14.1% | |
| Max Drawdown | -43.9% | -34.3% | |
| Fund Family | iShares by BlackRock (US) | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Sep 12, 2006 | Sep 7, 2010 |
KXI vs VOO Performance
iShares Global Consumer Staples ETF (KXI) is a ETF from iShares by BlackRock (US) and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year KXI returned +6.36% while VOO returned +20.69%. Year to date, KXI is up 7.44% versus a gain of 12.95% for VOO.
Over three years, KXI compounded at +7.55% per year against +22.09% for VOO; over five years the annualized figures are +4.52% and +13.40% respectively. Across the full 16-year window we track, VOO has the edge at +13.50% annualized vs +5.82%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
VOO has been the more volatile fund, with annualized monthly volatility of 14.1% compared with 12.7% for KXI. 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 -43.9% for KXI 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 0.68. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
KXI charges 0.38% per year while VOO charges 0.03%. On a $10,000 position that is $38 vs $3 annually, a gap of $35 per year that compounds over a long holding period. On income, KXI currently yields 2.30% against 1.08% for VOO.
Holdings Overlap
KXI and VOO share 33 holdings out of 566 unique holdings combined, representing a 4.6% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, KXI or VOO?
KXI has an expense ratio of 0.38% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $35 per year of difference.
Which performed better, KXI or VOO?
Over the past year KXI returned +6.36% vs +20.69% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (16 years), KXI annualized +5.82% vs +13.50% for VOO. Past performance does not guarantee future results.
Which is riskier, KXI or VOO?
VOO has been the more volatile fund at 14.1% annualized versus 12.7% for KXI. Worst drawdown: KXI -43.9% vs VOO -34.3%.
Should I hold both KXI and VOO?
KXI and VOO have a monthly-return correlation of 0.68, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between KXI and VOO?
KXI and VOO share 33 common holdings with a 4.6% weight overlap. Combined, they hold 566 unique securities.
Which pays a higher dividend, KXI or VOO?
KXI yields 2.30% while VOO yields 1.08%, so KXI currently pays the higher dividend yield.
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