VOO vs VSGX

VOO vs VSGX

Which is better, VOO or VSGX?

Each has led over a different period.

VOO has a lower expense ratio. VOO led over 3Y, 5Y and the full window, VSGX over 1Y.

Lower Fees: VOOHigher Returns: split

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

MetricVOOVSGX
Expense Ratio0.03%Best0.10%
AUM$997.4B$6.5B
Dividend Yield1.04%2.89%
Holdings5096,629
YTD Return+13.31%Best+12.70%
1Y Return+17.07%+18.10%Best
3Y Return (annualized)+22.72%Best+19.61%
5Y Return (annualized)+13.19%Best+7.56%
Volatility (annualized)16.8%16.2%Best
Max Drawdown-34.3%-33.1%Best
$10,000 over 5 years$18,580Best$14,396
Fund FamilyVanguard (US)Vanguard (US)
CategoryEquityEquity
StyleLarge Cap BlendLarge Cap Blend
InceptionSep 7, 2010Sep 18, 2018

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown are measured over the window both funds cover: Sep 20, 2018 to Sep 23, 2026 (8 years).

VOO vs VSGX 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 8 years both funds cover.

VOO vs VSGX Performance

Vanguard S&P 500 ETF (VOO) is an ETF from Vanguard (US) and Vanguard ESG International Stock ETF (VSGX) is an ETF from Vanguard (US). Over the past year VOO returned +17.07% while VSGX returned +18.10%. Year to date, VOO is up 13.31% versus a gain of 12.70% for VSGX.

Over three years, VOO compounded at +22.72% per year against +19.61% for VSGX; over five years the annualized figures are +13.19% and +7.56% respectively. Across the full 8-year window we track, VOO has the edge at +13.90% annualized vs +8.41%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

VOO has been the more volatile fund, with annualized monthly volatility of 16.8% compared with 16.2% for VSGX. 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 -34.3% for VOO and -33.1% for VSGX. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.86. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

VOO charges 0.03% per year while VSGX charges 0.10%. On a $10,000 position that is $3 vs $10 annually, a gap of $7 per year that compounds over a long holding period. On income, VOO currently yields 1.04% against 2.89% for VSGX.

Holdings Overlap

VOO already in VSGX0.1%

At least 0.1% of VOO's money is in holdings VSGX also owns.

Stated as a floor: for VSGX, our book for it covers 92.5% of that fund, so a holding it does not list is one we cannot count as shared. The real figure is this or higher.

We cannot see either book well enough to say how much of this pair is duplicated.

2 positions in common, counted across the 494 positions we hold weights for in VOO and 6,184 in VSGX, against full books of 509 and 6,629.

Top Shared Holdings

StockWeight in VOOWeight in VSGXDifference
HBANHuntington Bancshares Inc./Oh0.05%0.06%0.01%
KRKroger Co.0.05%0.00%0.05%

You are not choosing between two funds in isolation.

Whichever of VOO and VSGX you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

VOOVSGX

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, VOO or VSGX?

VOO has an expense ratio of 0.03% while VSGX charges 0.10%. VOO is the cheaper option, by $7 a year on a $10,000 investment.

Which performed better, VOO or VSGX?

Over the past year VOO returned +17.07% vs +18.10% for VSGX, so VSGX leads on 1-year performance. Over the longest common window we track (8 years), VOO annualized +13.90% vs +8.41% for VSGX. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, VOO or VSGX?

VOO has been the more volatile fund at 16.8% annualized versus 16.2% for VSGX. Worst drawdown: VOO -34.3% vs VSGX -33.1%.

Should I hold both VOO and VSGX?

VOO and VSGX have a monthly-return correlation of 0.86, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.

Which pays a higher dividend, VOO or VSGX?

VOO yields 1.04% while VSGX yields 2.89%, so VSGX currently pays the higher dividend yield.

Is VSGX better than VOO?

VOO has a lower expense ratio. VOO led over 3Y, 5Y and the full window, VSGX over 1Y. Which one suits a particular account depends on what it is for. This is information, not a recommendation.