SPAXX vs VOO

SPAXX vs VOO
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Quick Verdict

VOO has a lower expense ratio. SPAXX offers more diversification with 700 holdings.

Lower Fees: VOOHigher Returns: TiedMore Diversified: SPAXX

Side-by-Side Comparison

MetricSPAXXVOOWinner
Expense Ratio0.42%0.03%
AUM$423.8B$997.4B
Dividend Yield3.18%1.08%
Holdings700509
YTD Return+0.00%+12.68%
1Y Return-+21.87%
3Y Return (annualized)-+22.06%
5Y Return (annualized)-+12.95%
Volatility (annualized)-14.1%
Max Drawdown0.0%-34.3%
Fund FamilyFidelity Investments (US)Vanguard (US)
CategoryMoney MarketEquity
InceptionFeb 5, 1990Sep 7, 2010

SPAXX vs VOO Performance

Fidelity Government Money Market Fund (SPAXX) is a mutual fund from Fidelity Investments (US) and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Year to date, SPAXX is up 0.00% versus a gain of 12.68% for VOO.

Risk: Volatility and Drawdowns

The deepest peak-to-trough decline in our data was 0.0% for SPAXX and -34.3% for VOO. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.

Fees and Cost Over Time

SPAXX charges 0.42% per year while VOO charges 0.03%. On a $10,000 position that is $42 vs $3 annually, a gap of $39 per year that compounds over a long holding period. On income, SPAXX currently yields 3.18% against 1.08% for VOO.

Holdings Overlap

0.0%overlap

SPAXX and VOO share 0 holdings out of 545 unique holdings combined, representing a 0.0% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Frequently Asked Questions

Which is cheaper, SPAXX or VOO?

SPAXX has an expense ratio of 0.42% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $39 per year of difference.

What is the holdings overlap between SPAXX and VOO?

SPAXX and VOO share 0 common holdings with a 0.0% weight overlap. Combined, they hold 545 unique securities.

Which pays a higher dividend, SPAXX or VOO?

SPAXX yields 3.18% while VOO yields 1.08%, so SPAXX currently pays the higher dividend yield.

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