SXQG vs VOO

SXQG vs VOO

Which is better, SXQG or VOO?

Large Cap Growth against Large Cap Blend.

VOO has a lower expense ratio. VOO led over 1Y, 3Y, 5Y and the full window. The two have moved almost in lockstep, correlation 0.93. VOO is less concentrated, with 39.1% of the fund in its ten largest positions against 43.7%.

Lower Fees: VOOHigher Returns: VOOLess Concentrated: VOO

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

MetricSXQGVOO
Expense Ratio0.55%0.03%Best
AUM$58M$1.0T
Dividend Yield0.00%1.05%
Holdings170519
YTD Return+1.88%+12.11%Best
1Y Return+0.00%+12.50%Best
3Y Return (annualized)+10.98%+21.54%Best
5Y Return (annualized)+3.98%+11.93%Best
Volatility (annualized)16.3%15.2%Best
Max Drawdown-34.0%-24.5%Best
$10,000 over 5 years$12,155$17,568Best
Top 10 Weight43.7%39.1%Best
Fund Family6 Meridian ETFVanguard (US)
CategoryEquityEquity
StyleLarge Cap GrowthLarge Cap Blend
InceptionMay 10, 2021Sep 7, 2010

Volatility and max drawdown are measured over the window both funds cover: May 11, 2021 to Nov 11, 2026 (5.5 years).

SXQG 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 5.5 years both funds cover.

SXQG vs VOO Performance

ETC 6 Meridian Quality Growth ETF (SXQG) is an ETF from 6 Meridian ETF and Vanguard S&P 500 ETF (VOO) is an ETF from Vanguard (US). Over the past year SXQG returned +0.00% while VOO returned +12.50%. Year to date, SXQG is up 1.88% versus a gain of 12.11% for VOO.

Over three years, SXQG compounded at +10.98% per year against +21.54% for VOO; over five years the annualized figures are +3.98% and +11.93% respectively. Across the full 6-year window we track, VOO has the edge at +13.22% annualized vs +6.01%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

SXQG has been the more volatile fund, with annualized monthly volatility of 16.3% compared with 15.2% 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 -34.0% for SXQG and -24.5% 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 0.93. They move almost in lockstep, so holding both mostly duplicates the same exposure.

Fees and Cost Over Time

SXQG charges 0.55% per year while VOO charges 0.03%. On a $10,000 position that is $55 vs $3 annually, a gap of $52 per year that compounds over a long holding period. On income, SXQG currently yields 0.00% against 1.05% for VOO.

Holdings Overlap

SXQG already in VOO89.7%
VOO already in SXQG36.2%

89.7% of SXQG's money is in holdings VOO also owns. 36.2% of VOO's money is in holdings SXQG also owns.

Most of SXQG is already inside VOO. Owning both mostly buys the same companies twice.

52 positions in common, counted across the 84 positions we hold weights for in SXQG and 506 in VOO, against full books of 170 and 519.

What only one of them owns

Our book lists 449 positions for VOO that do not appear in our book for SXQG (63.8% of the fund), and 28 for SXQG that do not appear in VOO (8.0%).

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

StockWeight in SXQGWeight in VOODifference
NVDANvidia Corp4.62%8.39%3.77%
AAPLApple Inc5.05%7.38%2.33%
MSFTMicrosoft Corp5.16%5.78%0.62%
GOOGLAlphabet Inc4.94%3.07%1.87%
MUMicron Technology, Inc.3.67%1.83%1.84%
LLYEli Lilly & Co3.93%1.41%2.52%
PLTRPalantir Technologies Inc.4.51%0.65%3.86%
VVisa Inc Class A4.02%0.91%3.11%
MAMastercard Inc3.98%0.68%3.30%
COSTCostco Wholesale Corp.3.85%0.61%3.24%

89.7% of SXQG 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.

SXQGVOO

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Frequently Asked Questions

Which is cheaper, SXQG or VOO?

SXQG has an expense ratio of 0.55% while VOO charges 0.03%. VOO is the cheaper option, by $52 a year on a $10,000 investment.

Which performed better, SXQG or VOO?

Over the past year SXQG returned +0.00% vs +12.50% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (6 years), SXQG annualized +6.01% vs +13.22% for VOO. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, SXQG or VOO?

SXQG has been the more volatile fund at 16.3% annualized versus 15.2% for VOO. Worst drawdown: SXQG -34.0% vs VOO -24.5%.

Should I hold both SXQG and VOO?

SXQG and VOO have a monthly-return correlation of 0.93, 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 SXQG and VOO?

89.7% of SXQG's money is in holdings VOO also owns. 36.2% of VOO's is in holdings SXQG also owns. They hold 52 positions in common, counted across the 84 positions we hold weights for in SXQG and 506 in VOO.

Which pays a higher dividend, SXQG or VOO?

SXQG yields 0.00% while VOO yields 1.05%, so VOO currently pays the higher dividend yield.

Is VOO better than SXQG?

VOO has a lower expense ratio. VOO led over 1Y, 3Y, 5Y and the full window. The two have moved almost in lockstep, correlation 0.93. VOO is less concentrated, with 39.1% of the fund in its ten largest positions against 43.7%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.