USXF vs VOO
iShares ESG Advanced MSCI USA ETF vs Vanguard S&P 500 ETF
Which is better, USXF or VOO?
Large Cap Growth against Large Cap Blend.
VOO has a lower expense ratio. USXF led over 1Y, 3Y, 5Y and the full window. The two have moved almost in lockstep, correlation 0.97. USXF is less concentrated, with 37.2% of the fund in its ten largest positions against 37.6%.
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
| Metric | USXF | VOO |
|---|---|---|
| Expense Ratio | 0.10% | 0.03%Best |
| AUM | $1.5B | $997.4B |
| Dividend Yield | 0.81% | 1.04% |
| Holdings | 294 | 509 |
| YTD Return | +19.62%Best | +14.14% |
| 1Y Return | +21.57%Best | +17.31% |
| 3Y Return (annualized) | +27.03%Best | +23.04% |
| 5Y Return (annualized) | +14.51%Best | +13.63% |
| Volatility (annualized) | 17.3% | 15.5%Best |
| Max Drawdown | -29.5% | -24.5%Best |
| $10,000 over 5 years | $19,689Best | $18,944 |
| Top 10 Weight | 37.2%Best | 37.6% |
| Fund Family | iShares by BlackRock (US) | Vanguard (US) |
| Category | Equity | Equity |
| Style | Large Cap Growth | Large Cap Blend |
| Inception | Jun 16, 2020 | Sep 7, 2010 |
Volatility and max drawdown are measured over the window both funds cover: Jun 18, 2020 to Sep 22, 2026 (6.3 years).
USXF 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 6.3 years both funds cover.
USXF vs VOO Performance
iShares ESG Advanced MSCI USA ETF (USXF) is an ETF from iShares by BlackRock (US) and Vanguard S&P 500 ETF (VOO) is an ETF from Vanguard (US). Over the past year USXF returned +21.57% while VOO returned +17.31%. Year to date, USXF is up 19.62% versus a gain of 14.14% for VOO.
Over three years, USXF compounded at +27.03% per year against +23.04% for VOO; over five years the annualized figures are +14.51% and +13.63% respectively. Across the full 6-year window we track, USXF has the edge at +18.49% annualized vs +17.10%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
USXF has been the more volatile fund, with annualized monthly volatility of 17.3% compared with 15.5% 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 -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 0.97. 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 0.81% against 1.04% for VOO.
Holdings Overlap
93.5% of USXF's money is in holdings VOO also owns. 39.1% of VOO's money is in holdings USXF also owns.
Most of USXF is already inside VOO. Owning both mostly buys the same companies twice.
225 positions in common, counted across the 278 positions we hold weights for in USXF and 494 in VOO, against full books of 294 and 509.
What only one of them owns
Our book lists 265 positions for VOO that do not appear in our book for USXF (60.3% of the fund), and 48 for USXF that do not appear in VOO (5.7%).
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
| Stock | Weight in USXF | Weight in VOO | Difference |
|---|---|---|---|
| NVDANvidia Corp | 12.69% | 7.55% | 5.14% |
| AVGOBroadcom Inc | 6.62% | 2.86% | 3.76% |
| MUMicron Technology, Inc. | 4.28% | 1.44% | 2.84% |
| AMDAdvanced Micro Devices Inc | 3.04% | 1.21% | 1.83% |
| VVisa Inc Class A | 2.49% | 0.93% | 1.56% |
| MAMastercard Inc | 1.89% | 0.72% | 1.17% |
| CSCOCisco Systems Inc. - Ordinary Shares | 1.72% | 0.71% | 1.01% |
| INTCIntel Corporation | 1.56% | 0.66% | 0.90% |
| AMATApplied Materials, Inc. | 1.44% | 0.63% | 0.81% |
| LRCXLam Research Corp | 1.49% | 0.57% | 0.92% |
93.5% of USXF 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.
Free for up to 10 holdings. No account needed.
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, by $7 a year on a $10,000 investment.
Which performed better, USXF or VOO?
Over the past year USXF returned +21.57% vs +17.31% for VOO, so USXF leads on 1-year performance. Over the longest common window we track (6 years), USXF annualized +18.49% vs +17.10% for VOO. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, USXF or VOO?
USXF has been the more volatile fund at 17.3% annualized versus 15.5% for VOO. Worst drawdown: USXF -29.5% vs VOO -24.5%.
Should I hold both USXF and VOO?
USXF and VOO have a monthly-return correlation of 0.97, 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 USXF and VOO?
93.5% of USXF's money is in holdings VOO also owns. 39.1% of VOO's is in holdings USXF also owns. They hold 225 positions in common, counted across the 278 positions we hold weights for in USXF and 494 in VOO.
Which pays a higher dividend, USXF or VOO?
USXF yields 0.81% while VOO yields 1.04%, so VOO currently pays the higher dividend yield.
Is VOO better than USXF?
VOO has a lower expense ratio. USXF led over 1Y, 3Y, 5Y and the full window. The two have moved almost in lockstep, correlation 0.97. USXF is less concentrated, with 37.2% of the fund in its ten largest positions against 37.6%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.