USDX vs VOO

USDX vs VOO

Which is better, USDX or VOO?

VOO has been ahead.

VOO has a lower expense ratio. VOO led over 1Y and the full window.

Lower Fees: VOOHigher Returns: 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

MetricUSDXVOO
Expense Ratio1.08%0.03%Best
AUM$306M$997.4B
Dividend Yield6.59%1.08%
Holdings13509
YTD Return+3.23%+13.81%Best
1Y Return+5.86%+21.53%Best
3Y Return (annualized)-+21.46%
5Y Return (annualized)-+12.87%
Volatility (annualized)1.0%Best11.9%
Max Drawdown-0.9%Best-18.7%
$10,000 over 2.5 years$11,851$15,676Best
Top 10 Weight-36.4%
Fund FamilySummit Global InvestmentsVanguard (US)
CategoryMoney MarketEquity
Style-Large Cap Blend
InceptionFeb 29, 2024Sep 7, 2010

Volatility and max drawdown, and the $10,000 over 2.5 years row, are measured over the window both funds cover: Feb 29, 2024 to Sep 3, 2026 (2.5 years).

USDX 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 2.5 years both funds cover.

USDX vs VOO Performance

SGI Enhanced Core ETF (USDX) is an ETF from Summit Global Investments and Vanguard S&P 500 ETF (VOO) is an ETF from Vanguard (US). Over the past year USDX returned +5.86% while VOO returned +21.53%. Year to date, USDX is up 3.23% versus a gain of 13.81% for VOO.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

VOO has been the more volatile fund, with annualized monthly volatility of 11.9% compared with 1.0% for USDX. 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 -0.9% for USDX and -18.7% 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 0.00. They move largely independently of each other.

Fees and Cost Over Time

USDX charges 1.08% per year while VOO charges 0.03%. On a $10,000 position that is $108 vs $3 annually, a gap of $105 per year that compounds over a long holding period. On income, USDX currently yields 6.59% against 1.08% for VOO.

Holdings Overlap

We hold position weights for 7 holdings in USDX and 505 in VOO, totalling 99.6% and 99.9% of the two funds. The two books name no position in common, so there is no overlap percentage to show.

The two holdings books were reported 49 days apart, USDX as of Aug 18, 2026 and VOO as of Jun 30, 2026, so some of the difference between them is the time between the two reports rather than the funds.

0 positions in common, counted across the 7 positions we hold weights for in USDX and 505 in VOO, against full books of 13 and 509.

What only one of them owns

Our book lists 497 positions for VOO that do not appear in our book for USDX (99.5% of the fund), and 7 for USDX that do not appear in VOO (99.6%).

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.

You are not choosing between two funds in isolation.

Whichever of USDX and VOO you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

USDXVOO

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Frequently Asked Questions

Which is cheaper, USDX or VOO?

USDX has an expense ratio of 1.08% while VOO charges 0.03%. VOO is the cheaper option, by $105 a year on a $10,000 investment.

Which performed better, USDX or VOO?

Over the past year USDX returned +5.86% vs +21.53% for VOO, so VOO leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, USDX or VOO?

VOO has been the more volatile fund at 11.9% annualized versus 1.0% for USDX. Worst drawdown: USDX -0.9% vs VOO -18.7%.

Should I hold both USDX and VOO?

USDX and VOO have a monthly-return correlation of 0.00, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.

Which pays a higher dividend, USDX or VOO?

USDX yields 6.59% while VOO yields 1.08%, so USDX currently pays the higher dividend yield.

Is VOO better than USDX?

VOO has a lower expense ratio. VOO led over 1Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.