UXOC vs VOO

Quick Verdict

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

Lower Fees: VOOHigher Returns: UXOCMore Diversified: VOO

Side-by-Side Comparison

MetricUXOCVOOWinner
Expense Ratio0.85%0.03%
AUM$21M$979.0B
Dividend Yield0.00%1.09%
Holdings4509
YTD Return+14.05%+13.72%
1Y Return+21.66%+21.63%
3Y Return (annualized)-+21.55%
5Y Return (annualized)-+13.26%
Volatility (annualized)14.6%14.1%
Max Drawdown-19.9%-34.3%
Fund FamilyFirst Trust Portfolios (US)Vanguard (US)
CategoryEquityEquity
InceptionOct 18, 2024Sep 7, 2010

UXOC vs VOO Performance

FT Vest US Equity Uncapped Accelerator ETF - October (UXOC) is a ETF from First Trust Portfolios (US) and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year UXOC returned +21.66% while VOO returned +21.63%. Year to date, UXOC is up 14.05% versus a gain of 13.72% for VOO.

Risk: Volatility and Drawdowns

UXOC has been the more volatile fund, with annualized monthly volatility of 14.6% 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 -19.9% for UXOC 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 1.00. They move almost in lockstep, so holding both mostly duplicates the same exposure.

Fees and Cost Over Time

UXOC charges 0.85% per year while VOO charges 0.03%. On a $10,000 position that is $85 vs $3 annually, a gap of $82 per year that compounds over a long holding period. On income, UXOC currently yields 0.00% against 1.09% for VOO.

Holdings Overlap

0.0%overlap

UXOC and VOO share 0 holdings out of 506 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, UXOC or VOO?

UXOC has an expense ratio of 0.85% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $82 per year of difference.

Which performed better, UXOC or VOO?

Over the past year UXOC returned +21.66% vs +21.63% for VOO, so UXOC leads on 1-year performance. Over the longest common window we track (2 years), UXOC annualized +17.51% vs +13.56% for VOO. Past performance does not guarantee future results.

Which is riskier, UXOC or VOO?

UXOC has been the more volatile fund at 14.6% annualized versus 14.1% for VOO. Worst drawdown: UXOC -19.9% vs VOO -34.3%.

Should I hold both UXOC and VOO?

UXOC and VOO have a monthly-return correlation of 1.00, 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 UXOC and VOO?

UXOC and VOO share 0 common holdings with a 0.0% weight overlap. Combined, they hold 506 unique securities.

Which pays a higher dividend, UXOC or VOO?

UXOC yields 0.00% while VOO yields 1.09%, so VOO currently pays the higher dividend yield.

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