PXJ vs VOO

Quick Verdict

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

Lower Fees: VOOHigher Returns: PXJMore Diversified: VOO

Side-by-Side Comparison

MetricPXJVOOWinner
Expense Ratio0.63%0.03%
AUM$62M$979.0B
Dividend Yield2.62%1.09%
Holdings33509
YTD Return+51.70%+13.72%
1Y Return+83.56%+21.63%
3Y Return (annualized)+18.03%+21.55%
5Y Return (annualized)+24.64%+13.26%
Volatility (annualized)37.1%14.1%
Max Drawdown-95.3%-34.3%
Fund FamilyInvesco (US)Vanguard (US)
CategoryEquityEquity
InceptionOct 26, 2005Sep 7, 2010

PXJ vs VOO Performance

Invesco Oil and Gas Services ETF (PXJ) is a ETF from Invesco (US) and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year PXJ returned +83.56% while VOO returned +21.63%. Year to date, PXJ is up 51.70% versus a gain of 13.72% for VOO.

Over three years, PXJ compounded at +18.03% per year against +21.55% for VOO; over five years the annualized figures are +24.64% and +13.26% respectively. Across the full 16-year window we track, VOO has the edge at +13.56% annualized vs -2.32%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

PXJ has been the more volatile fund, with annualized monthly volatility of 37.1% 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 -95.3% for PXJ 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 0.59. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

PXJ charges 0.63% per year while VOO charges 0.03%. On a $10,000 position that is $63 vs $3 annually, a gap of $60 per year that compounds over a long holding period. On income, PXJ currently yields 2.62% against 1.09% for VOO.

Holdings Overlap

0.1%overlap

PXJ and VOO share 2 holdings out of 534 unique holdings combined, representing a 0.1% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in PXJWeight in VOODifference
BKR4.89%0.09%4.80%
HAL4.81%0.04%4.77%

Frequently Asked Questions

Which is cheaper, PXJ or VOO?

PXJ has an expense ratio of 0.63% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $60 per year of difference.

Which performed better, PXJ or VOO?

Over the past year PXJ returned +83.56% vs +21.63% for VOO, so PXJ leads on 1-year performance. Over the longest common window we track (16 years), PXJ annualized -2.32% vs +13.56% for VOO. Past performance does not guarantee future results.

Which is riskier, PXJ or VOO?

PXJ has been the more volatile fund at 37.1% annualized versus 14.1% for VOO. Worst drawdown: PXJ -95.3% vs VOO -34.3%.

Should I hold both PXJ and VOO?

PXJ and VOO have a monthly-return correlation of 0.59, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between PXJ and VOO?

PXJ and VOO share 2 common holdings with a 0.1% weight overlap. Combined, they hold 534 unique securities.

Which pays a higher dividend, PXJ or VOO?

PXJ yields 2.62% while VOO yields 1.09%, so PXJ currently pays the higher dividend yield.

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