Quick Verdict

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

Lower Fees: VOOHigher Returns: VOOMore Diversified: VOO

Side-by-Side Comparison

MetricTXSSVOOWinner
Expense Ratio0.49%0.03%
AUM$10M$979.0B
Dividend Yield0.48%1.09%
Holdings182509
YTD Return-1.97%+13.80%
1Y Return-6.59%+23.71%
3Y Return (annualized)-+21.50%
5Y Return (annualized)-+13.44%
Volatility (annualized)18.5%14.1%
Max Drawdown-25.6%-34.3%
Fund FamilyTexas CapitalVanguard (US)
CategoryEquityEquity
InceptionDec 20, 2023Sep 7, 2010

TXSS vs VOO Performance

Texas Capital Texas Small Cap Equity Index ETF (TXSS) is a ETF from Texas Capital and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year TXSS returned -6.59% while VOO returned +23.71%. Year to date, TXSS is down 1.97% versus a gain of 13.80% for VOO.

Risk: Volatility and Drawdowns

TXSS has been the more volatile fund, with annualized monthly volatility of 18.5% 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 -25.6% for TXSS 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 0.70. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

TXSS charges 0.49% per year while VOO charges 0.03%. On a $10,000 position that is $49 vs $3 annually, a gap of $46 per year that compounds over a long holding period. On income, TXSS currently yields 0.48% against 1.09% for VOO.

Holdings Overlap

0.0%overlap

TXSS and VOO share 0 holdings out of 687 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, TXSS or VOO?

TXSS has an expense ratio of 0.49% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $46 per year of difference.

Which performed better, TXSS or VOO?

Over the past year TXSS returned -6.59% vs +23.71% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (2 years), TXSS annualized +4.17% vs +13.58% for VOO. Past performance does not guarantee future results.

Which is riskier, TXSS or VOO?

TXSS has been the more volatile fund at 18.5% annualized versus 14.1% for VOO. Worst drawdown: TXSS -25.6% vs VOO -34.3%.

Should I hold both TXSS and VOO?

TXSS and VOO have a monthly-return correlation of 0.70, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between TXSS and VOO?

TXSS and VOO share 0 common holdings with a 0.0% weight overlap. Combined, they hold 687 unique securities.

Which pays a higher dividend, TXSS or VOO?

TXSS yields 0.48% while VOO yields 1.09%, so VOO currently pays the higher dividend yield.

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