RXI vs VOO
iShares Global Consumer Discretionary ETF vs Vanguard S&P 500 ETF
Which is better, RXI or VOO?
VOO has been ahead.
VOO has a lower expense ratio. VOO led over 1Y, 3Y, 5Y and the full window. The two have moved almost in lockstep, correlation 0.90. VOO is less concentrated, with 36.4% of the fund in its ten largest positions against 46.9%.
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
| Metric | RXI | VOO |
|---|---|---|
| Expense Ratio | 0.37% | 0.03%Best |
| AUM | $254M | $997.4B |
| Dividend Yield | 1.43% | 1.04% |
| Holdings | 149 | 509 |
| YTD Return | -7.31% | +11.55%Best |
| 1Y Return | -3.98% | +17.54%Best |
| 3Y Return (annualized) | +8.33% | +20.71%Best |
| 5Y Return (annualized) | +3.48% | +12.80%Best |
| Volatility (annualized) | 16.6% | 14.1%Best |
| Max Drawdown | -35.8% | -34.3%Best |
| $10,000 over 5 years | $11,865 | $18,262Best |
| Top 10 Weight | 46.9% | 36.4%Best |
| Fund Family | iShares by BlackRock (US) | Vanguard (US) |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Blend |
| Inception | Sep 12, 2006 | Sep 7, 2010 |
Volatility and max drawdown are measured over the window both funds cover: Sep 9, 2010 to Sep 10, 2026 (16 years).
RXI 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 16 years both funds cover.
RXI vs VOO Performance
iShares Global Consumer Discretionary ETF (RXI) is an ETF from iShares by BlackRock (US) and Vanguard S&P 500 ETF (VOO) is an ETF from Vanguard (US). Over the past year RXI returned -3.98% while VOO returned +17.54%. Year to date, RXI is down 7.31% versus a gain of 11.55% for VOO.
Over three years, RXI compounded at +8.33% per year against +20.71% for VOO; over five years the annualized figures are +3.48% and +12.80% respectively. Across the full 16-year window we track, VOO has the edge at +13.35% annualized vs +9.75%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
RXI has been the more volatile fund, with annualized monthly volatility of 16.6% 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 -35.8% for RXI 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
RXI charges 0.37% per year while VOO charges 0.03%. On a $10,000 position that is $37 vs $3 annually, a gap of $34 per year that compounds over a long holding period. On income, RXI currently yields 1.43% against 1.04% for VOO.
Holdings Overlap
60.3% of RXI's money is in holdings VOO also owns. 9.3% of VOO's money is in holdings RXI also owns.
The two portfolios partly overlap.
47 positions in common, counted across the 132 positions we hold weights for in RXI and 505 in VOO, against full books of 149 and 509.
What only one of them owns
Our book lists 450 positions for VOO that do not appear in our book for RXI (90.1% of the fund), and 1 for RXI that do not appear in VOO (0.2%).
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
| Stock | Weight in RXI | Weight in VOO | Difference |
|---|---|---|---|
| AMZNAmazon.Com Inc | 16.58% | 3.62% | 12.96% |
| TSLATesla Inc | 5.62% | 1.84% | 3.78% |
| HDHome Depot Inc/The | 4.68% | 0.54% | 4.14% |
| MCDMcdonald'S Corp | 2.90% | 0.30% | 2.60% |
| TJXTjx Cos., Inc. | 2.64% | 0.26% | 2.38% |
| BKNGBooking Holdings, Inc. | 2.39% | 0.21% | 2.18% |
| LOWLowes Cos., Inc. | 1.84% | 0.19% | 1.65% |
| SBUXStarbucks Corp | 1.80% | 0.18% | 1.62% |
| RCLRoyal Caribbean Cruises Ltd. | 1.22% | 0.12% | 1.10% |
| ROSTRoss Stores, Inc. | 1.22% | 0.11% | 1.11% |
60.3% of RXI 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.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, RXI or VOO?
RXI has an expense ratio of 0.37% while VOO charges 0.03%. VOO is the cheaper option, by $34 a year on a $10,000 investment.
Which performed better, RXI or VOO?
Over the past year RXI returned -3.98% vs +17.54% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (16 years), RXI annualized +9.75% vs +13.35% for VOO. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, RXI or VOO?
RXI has been the more volatile fund at 16.6% annualized versus 14.1% for VOO. Worst drawdown: RXI -35.8% vs VOO -34.3%.
Should I hold both RXI and VOO?
RXI 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 RXI and VOO?
60.3% of RXI's money is in holdings VOO also owns. 9.3% of VOO's is in holdings RXI also owns. They hold 47 positions in common, counted across the 132 positions we hold weights for in RXI and 505 in VOO.
Which pays a higher dividend, RXI or VOO?
RXI yields 1.43% while VOO yields 1.04%, so RXI currently pays the higher dividend yield.
Is VOO better than RXI?
VOO has a lower expense ratio. VOO led over 1Y, 3Y, 5Y and the full window. The two have moved almost in lockstep, correlation 0.90. VOO is less concentrated, with 36.4% of the fund in its ten largest positions against 46.9%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.