VOO vs VTEI

Quick Verdict

VOO has a lower expense ratio. VOO delivered stronger 1-year returns. VTEI offers more diversification with 1768 holdings.

Lower Fees: VOOHigher Returns: VOOMore Diversified: VTEI

Side-by-Side Comparison

MetricVOOVTEIWinner
Expense Ratio0.03%0.08%
AUM$979.0B$1.5B
Dividend Yield1.09%3.04%
Holdings50910,147
YTD Return+13.44%-1.26%
1Y Return+22.62%+2.32%
3Y Return (annualized)+21.47%-
5Y Return (annualized)+13.27%-
Volatility (annualized)14.1%3.4%
Max Drawdown-34.3%-3.6%
Fund FamilyVanguard (US)Vanguard (US)
CategoryEquityTax Preferred
InceptionSep 7, 2010Jan 26, 2024

VOO vs VTEI Performance

Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US) and Vanguard Intermediate-Term Tax-Exempt Bond ETF (VTEI) is a ETF from Vanguard (US). Over the past year VOO returned +22.62% while VTEI returned +2.32%. Year to date, VOO is up 13.44% versus a loss of 1.26% for VTEI.

Risk: Volatility and Drawdowns

VOO has been the more volatile fund, with annualized monthly volatility of 14.1% compared with 3.4% for VTEI. 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 -3.6% for VTEI. 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 0.57. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

VOO charges 0.03% per year while VTEI charges 0.08%. On a $10,000 position that is $3 vs $8 annually, a gap of $5 per year that compounds over a long holding period. On income, VOO currently yields 1.09% against 3.04% for VTEI.

Holdings Overlap

0.0%overlap

VOO and VTEI share 0 holdings out of 2273 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, VOO or VTEI?

VOO has an expense ratio of 0.03% while VTEI charges 0.08%. VOO is the cheaper option. On a $10,000 investment, that is $5 per year of difference.

Which performed better, VOO or VTEI?

Over the past year VOO returned +22.62% vs +2.32% for VTEI, so VOO leads on 1-year performance. Over the longest common window we track (3 years), VOO annualized +13.55% vs +1.92% for VTEI. Past performance does not guarantee future results.

Which is riskier, VOO or VTEI?

VOO has been the more volatile fund at 14.1% annualized versus 3.4% for VTEI. Worst drawdown: VOO -34.3% vs VTEI -3.6%.

Should I hold both VOO and VTEI?

VOO and VTEI have a monthly-return correlation of 0.57, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between VOO and VTEI?

VOO and VTEI share 0 common holdings with a 0.0% weight overlap. Combined, they hold 2273 unique securities.

Which pays a higher dividend, VOO or VTEI?

VOO yields 1.09% while VTEI yields 3.04%, so VTEI currently pays the higher dividend yield.

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