VCX vs VOO
Fundrise Innovation Fund LLC vs Vanguard S&P 500 ETF
Quick Verdict
VOO has a lower expense ratio. VCX delivered stronger 1-year returns. VOO offers more diversification with 509 holdings.
Side-by-Side Comparison
| Metric | VCX | VOO | Winner |
|---|---|---|---|
| Expense Ratio | 3.19% | 0.03% | |
| AUM | $678M | $997.4B | |
| Dividend Yield | 0.00% | 1.08% | |
| Holdings | 28 | 509 | |
| YTD Return | -44.03% | +12.76% | |
| 1Y Return | - | +20.14% | |
| 3Y Return (annualized) | - | +21.69% | |
| 5Y Return (annualized) | - | +13.00% | |
| Volatility (annualized) | - | 14.1% | |
| Max Drawdown | -91.7% | -34.3% | |
| Fund Family | Fundrise | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Jul 18, 2022 | Sep 7, 2010 |
VCX vs VOO Performance
Fundrise Innovation Fund LLC (VCX) is a ETF from Fundrise and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Year to date, VCX is down 44.03% versus a gain of 12.76% for VOO.
Risk: Volatility and Drawdowns
The deepest peak-to-trough decline in our data was -91.7% for VCX and -34.3% for VOO. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
Fees and Cost Over Time
VCX charges 3.19% per year while VOO charges 0.03%. On a $10,000 position that is $319 vs $3 annually, a gap of $316 per year that compounds over a long holding period. On income, VCX currently yields 0.00% against 1.08% for VOO.
Holdings Overlap
VCX and VOO share 0 holdings out of 507 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, VCX or VOO?
VCX has an expense ratio of 3.19% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $316 per year of difference.
What is the holdings overlap between VCX and VOO?
VCX and VOO share 0 common holdings with a 0.0% weight overlap. Combined, they hold 507 unique securities.
Which pays a higher dividend, VCX or VOO?
VCX yields 0.00% while VOO yields 1.08%, so VOO currently pays the higher dividend yield.
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