NIXT vs VOO

Quick Verdict

VOO has a lower expense ratio. NIXT delivered stronger 1-year returns. VOO offers more diversification with 505 holdings.

Lower Fees: VOOHigher Returns: NIXTMore Diversified: VOO

Side-by-Side Comparison

MetricNIXTVOOWinner
Expense Ratio0.19%0.03%
AUM$41M$979.0B
Dividend Yield0.96%1.09%
Holdings156509
YTD Return+29.38%+13.79%
1Y Return+44.41%+23.01%
3Y Return (annualized)-+21.78%
5Y Return (annualized)-+13.39%
Volatility (annualized)16.1%14.1%
Max Drawdown-27.5%-34.3%
Fund FamilyRAFI IndicesVanguard (US)
CategoryEquityEquity
InceptionSep 9, 2024Sep 7, 2010

NIXT vs VOO Performance

Research Affiliates Deletions ETF (NIXT) is a ETF from RAFI Indices and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year NIXT returned +44.41% while VOO returned +23.01%. Year to date, NIXT is up 29.38% versus a gain of 13.79% for VOO.

Risk: Volatility and Drawdowns

NIXT has been the more volatile fund, with annualized monthly volatility of 16.1% 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 -27.5% for NIXT 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 0.82. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

NIXT charges 0.19% per year while VOO charges 0.03%. On a $10,000 position that is $19 vs $3 annually, a gap of $16 per year that compounds over a long holding period. On income, NIXT currently yields 0.96% against 1.09% for VOO.

Holdings Overlap

0.5%overlap

NIXT and VOO share 23 holdings out of 635 unique holdings combined, representing a 0.5% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in NIXTWeight in VOODifference
LITE7.28%0.10%7.18%
CHRW0.99%0.03%0.96%
VTRS0.96%0.03%0.93%
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Frequently Asked Questions

Which is cheaper, NIXT or VOO?

NIXT has an expense ratio of 0.19% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $16 per year of difference.

Which performed better, NIXT or VOO?

Over the past year NIXT returned +44.41% vs +23.01% for VOO, so NIXT leads on 1-year performance. Over the longest common window we track (2 years), NIXT annualized +21.50% vs +13.57% for VOO. Past performance does not guarantee future results.

Which is riskier, NIXT or VOO?

NIXT has been the more volatile fund at 16.1% annualized versus 14.1% for VOO. Worst drawdown: NIXT -27.5% vs VOO -34.3%.

Should I hold both NIXT and VOO?

NIXT and VOO have a monthly-return correlation of 0.82, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between NIXT and VOO?

NIXT and VOO share 23 common holdings with a 0.5% weight overlap. Combined, they hold 635 unique securities.

Which pays a higher dividend, NIXT or VOO?

NIXT yields 0.96% while VOO yields 1.09%, so VOO currently pays the higher dividend yield.

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