VOO vs VTWG

VOO vs VTWG
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Quick Verdict

VOO has a lower expense ratio. VTWG delivered stronger 1-year returns. VTWG offers more diversification with 1,125 holdings.

Lower Fees: VOOHigher Returns: VTWGMore Diversified: VTWG

Side-by-Side Comparison

MetricVOOVTWGWinner
Expense Ratio0.03%0.06%
AUM$997.4B$1.7B
Dividend Yield1.08%0.61%
Holdings5091,125
YTD Return+12.25%+17.28%
1Y Return+20.92%+30.17%
3Y Return (annualized)+21.79%+18.79%
5Y Return (annualized)+13.05%+6.54%
Volatility (annualized)14.1%20.0%
Max Drawdown-34.3%-42.1%
Fund FamilyVanguard (US)Vanguard (US)
CategoryEquityEquity
InceptionSep 7, 2010Sep 20, 2010

VOO vs VTWG Performance

Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US) and Vanguard Russell 2000 Growth ETF (VTWG) is a ETF from Vanguard (US). Over the past year VOO returned +20.92% while VTWG returned +30.17%. Year to date, VOO is up 12.25% versus a gain of 17.28% for VTWG.

Over three years, VOO compounded at +21.79% per year against +18.79% for VTWG; over five years the annualized figures are +13.05% and +6.54% respectively. Across the full 16-year window we track, VOO has the edge at +13.45% annualized vs +11.39%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

VTWG has been the more volatile fund, with annualized monthly volatility of 20.0% 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 -34.3% for VOO and -42.1% for VTWG. 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 0.86. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

VOO charges 0.03% per year while VTWG charges 0.06%. On a $10,000 position that is $3 vs $6 annually, a gap of $3 per year that compounds over a long holding period. On income, VOO currently yields 1.08% against 0.61% for VTWG.

Holdings Overlap

0.1%overlap

VOO and VTWG share 2 holdings out of 1627 unique holdings combined, representing a 0.1% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in VOOWeight in VTWGDifference
VEA0.01%1.55%1.54%
FTNT0.15%0.14%0.01%

Frequently Asked Questions

Which is cheaper, VOO or VTWG?

VOO has an expense ratio of 0.03% while VTWG charges 0.06%. VOO is the cheaper option. On a $10,000 investment, that is $3 per year of difference.

Which performed better, VOO or VTWG?

Over the past year VOO returned +20.92% vs +30.17% for VTWG, so VTWG leads on 1-year performance. Over the longest common window we track (16 years), VOO annualized +13.45% vs +11.39% for VTWG. Past performance does not guarantee future results.

Which is riskier, VOO or VTWG?

VTWG has been the more volatile fund at 20.0% annualized versus 14.1% for VOO. Worst drawdown: VOO -34.3% vs VTWG -42.1%.

Should I hold both VOO and VTWG?

VOO and VTWG have a monthly-return correlation of 0.86, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between VOO and VTWG?

VOO and VTWG share 2 common holdings with a 0.1% weight overlap. Combined, they hold 1627 unique securities.

Which pays a higher dividend, VOO or VTWG?

VOO yields 1.08% while VTWG yields 0.61%, so VOO currently pays the higher dividend yield.

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