VEGI vs VOO

VEGI vs VOO

Which is better, VEGI or VOO?

Mid Cap Value against Large Cap Blend.

VOO has a lower expense ratio. VEGI led over 1Y, VOO over 3Y, 5Y and the full window. VOO is less concentrated, with 36.4% of the fund in its ten largest positions against 65.7%.

Lower Fees: VOOHigher Returns: splitLess Concentrated: 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

MetricVEGIVOO
Expense Ratio0.39%0.03%Best
AUM$153M$997.4B
Dividend Yield1.89%1.08%
Holdings166509
YTD Return+25.81%Best+12.74%
1Y Return+23.36%Best+19.43%
3Y Return (annualized)+9.85%+21.18%Best
5Y Return (annualized)+6.51%+12.76%Best
Volatility (annualized)16.1%14.0%Best
Max Drawdown-39.7%-34.3%Best
$10,000 over 5 years$13,707$18,230Best
Top 10 Weight65.7%36.4%Best
Fund FamilyiShares by BlackRock (US)Vanguard (US)
CategoryEquityEquity
StyleMid Cap ValueLarge Cap Blend
InceptionJan 31, 2012Sep 7, 2010

Volatility and max drawdown are measured over the window both funds cover: Feb 2, 2012 to Sep 8, 2026 (14.6 years).

VEGI 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 14.6 years both funds cover.

VEGI vs VOO Performance

iShares MSCI Agriculture Producers ETF (VEGI) 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 VEGI returned +23.36% while VOO returned +19.43%. Year to date, VEGI is up 25.81% versus a gain of 12.74% for VOO.

Over three years, VEGI compounded at +9.85% per year against +21.18% for VOO; over five years the annualized figures are +6.51% and +12.76% respectively. Across the full 15-year window we track, VOO has the edge at +13.40% annualized vs +5.32%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

VEGI has been the more volatile fund, with annualized monthly volatility of 16.1% compared with 14.0% 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 -39.7% for VEGI and -34.3% 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 0.71. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

VEGI charges 0.39% per year while VOO charges 0.03%. On a $10,000 position that is $39 vs $3 annually, a gap of $36 per year that compounds over a long holding period. On income, VEGI currently yields 1.89% against 1.08% for VOO.

Holdings Overlap

VEGI already in VOO52.6%
VOO already in VEGI0.5%

52.6% of VEGI's money is in holdings VOO also owns. 0.5% of VOO's money is in holdings VEGI also owns.

The two portfolios partly overlap.

6 positions in common, counted across the 129 positions we hold weights for in VEGI and 504 in VOO, against full books of 166 and 509.

What only one of them owns

Our book lists 488 positions for VOO that do not appear in our book for VEGI (98.8% of the fund), and 15 for VEGI that do not appear in VOO (10.1%).

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

StockWeight in VEGIWeight in VOODifference
DEDeere & Co.28.22%0.25%27.97%
CTVACorteva Inc.9.88%0.09%9.79%
ADMArcher-Daniels-Midland Co.7.23%0.06%7.17%
CFCf Industries Ho3.41%0.03%3.38%
BGBunge Global Sa Common Shares2.53%0.02%2.51%
MOSMosaic Co.1.35%0.01%1.34%

52.6% of VEGI 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.

VEGIVOO

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, VEGI or VOO?

VEGI has an expense ratio of 0.39% while VOO charges 0.03%. VOO is the cheaper option, by $36 a year on a $10,000 investment.

Which performed better, VEGI or VOO?

Over the past year VEGI returned +23.36% vs +19.43% for VOO, so VEGI leads on 1-year performance. Over the longest common window we track (15 years), VEGI annualized +5.32% vs +13.40% for VOO. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, VEGI or VOO?

VEGI has been the more volatile fund at 16.1% annualized versus 14.0% for VOO. Worst drawdown: VEGI -39.7% vs VOO -34.3%.

Should I hold both VEGI and VOO?

VEGI and VOO have a monthly-return correlation of 0.71, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.

What is the holdings overlap between VEGI and VOO?

52.6% of VEGI's money is in holdings VOO also owns. 0.5% of VOO's is in holdings VEGI also owns. They hold 6 positions in common, counted across the 129 positions we hold weights for in VEGI and 504 in VOO.

Which pays a higher dividend, VEGI or VOO?

VEGI yields 1.89% while VOO yields 1.08%, so VEGI currently pays the higher dividend yield.

Is VOO better than VEGI?

VOO has a lower expense ratio. VEGI led over 1Y, VOO over 3Y, 5Y and the full window. VOO is less concentrated, with 36.4% of the fund in its ten largest positions against 65.7%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.