USXF vs VOO
iShares ESG Advanced MSCI USA ETF vs Vanguard S&P 500 ETF
Quick Verdict
VOO has a lower expense ratio. USXF delivered stronger 1-year returns. VOO offers more diversification with 505 holdings.
Side-by-Side Comparison
| Metric | USXF | VOO | Winner |
|---|---|---|---|
| Expense Ratio | 0.10% | 0.03% | |
| AUM | $1.4B | $979.0B | |
| Dividend Yield | 0.79% | 1.09% | |
| Holdings | 294 | 509 | |
| YTD Return | +20.94% | +13.72% | |
| 1Y Return | +25.67% | +21.63% | |
| 3Y Return (annualized) | +25.83% | +21.55% | |
| 5Y Return (annualized) | +14.53% | +13.26% | |
| Volatility (annualized) | 17.5% | 14.1% | |
| Max Drawdown | -29.5% | -34.3% | |
| Fund Family | iShares by BlackRock (US) | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Jun 16, 2020 | Sep 7, 2010 |
USXF vs VOO Performance
iShares ESG Advanced MSCI USA ETF (USXF) is a ETF from iShares by BlackRock (US) and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year USXF returned +25.67% while VOO returned +21.63%. Year to date, USXF is up 20.94% versus a gain of 13.72% for VOO.
Over three years, USXF compounded at +25.83% per year against +21.55% for VOO; over five years the annualized figures are +14.53% and +13.26% respectively. Across the full 6-year window we track, USXF has the edge at +19.07% annualized vs +13.56%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
USXF has been the more volatile fund, with annualized monthly volatility of 17.5% 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 -29.5% for USXF 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 0.97. They move almost in lockstep, so holding both mostly duplicates the same exposure.
Fees and Cost Over Time
USXF charges 0.10% per year while VOO charges 0.03%. On a $10,000 position that is $10 vs $3 annually, a gap of $7 per year that compounds over a long holding period. On income, USXF currently yields 0.79% against 1.09% for VOO.
Holdings Overlap
USXF and VOO share 240 holdings out of 555 unique holdings combined, representing a 41.4% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, USXF or VOO?
USXF has an expense ratio of 0.10% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $7 per year of difference.
Which performed better, USXF or VOO?
Over the past year USXF returned +25.67% vs +21.63% for VOO, so USXF leads on 1-year performance. Over the longest common window we track (6 years), USXF annualized +19.07% vs +13.56% for VOO. Past performance does not guarantee future results.
Which is riskier, USXF or VOO?
USXF has been the more volatile fund at 17.5% annualized versus 14.1% for VOO. Worst drawdown: USXF -29.5% vs VOO -34.3%.
Should I hold both USXF and VOO?
USXF and VOO have a monthly-return correlation of 0.97, so they move almost identically. Holding both adds little diversification - most investors pick one, usually on fees or the specific index tracked.
What is the holdings overlap between USXF and VOO?
USXF and VOO share 240 common holdings with a 41.4% weight overlap. Combined, they hold 555 unique securities.
Which pays a higher dividend, USXF or VOO?
USXF yields 0.79% while VOO yields 1.09%, so VOO currently pays the higher dividend yield.
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