VOO vs VUG

VOO vs VUG

Which is better, VOO or VUG?

Large Cap Blend against Large Cap Growth.

VOO led over 1Y and 5Y, VUG over 3Y and the full window. The two have moved almost in lockstep, correlation 0.95. VOO is less concentrated, with 37.6% of the fund in its ten largest positions against 63.6%.

Lower Fees: TiedHigher 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

MetricVOOVUG
Expense Ratio0.03%Tie0.03%Tie
AUM$997.4B$219.5B
Dividend Yield1.04%0.38%
Holdings509146
YTD Return+11.48%Best+7.68%
1Y Return+15.94%Best+10.16%
3Y Return (annualized)+21.01%+23.26%Best
5Y Return (annualized)+12.66%Best+11.92%
Volatility (annualized)14.1%Best16.5%
Max Drawdown-34.3%Best-35.6%
$10,000 over 5 years$18,149Best$17,561
Top 10 Weight37.6%Best63.6%
Fund FamilyVanguard (US)Vanguard (US)
CategoryEquityEquity
StyleLarge Cap BlendLarge Cap Growth
InceptionSep 7, 2010Jan 26, 2004

Volatility and max drawdown are measured over the window both funds cover: Sep 9, 2010 to Sep 15, 2026 (16 years).

VOO vs VUG 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 16 years both funds cover.

VOO vs VUG Performance

Vanguard S&P 500 ETF (VOO) is an ETF from Vanguard (US) and Vanguard Morningstar Growth ETF (VUG) is an ETF from Vanguard (US). Over the past year VOO returned +15.94% while VUG returned +10.16%. Year to date, VOO is up 11.48% versus a gain of 7.68% for VUG.

Over three years, VOO compounded at +21.01% per year against +23.26% for VUG; over five years the annualized figures are +12.66% and +11.92% respectively. Across the full 16-year window we track, VUG has the edge at +15.64% annualized vs +13.34%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

VUG has been the more volatile fund, with annualized monthly volatility of 16.5% 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 -35.6% for VUG. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.95. They move almost in lockstep, so holding both mostly duplicates the same exposure.

Fees and Cost Over Time

VOO charges 0.03% per year while VUG charges 0.03%. On a $10,000 position that is $3 vs $3 annually. On income, VOO currently yields 1.04% against 0.38% for VUG.

Holdings Overlap

VOO already in VUG57.7%
VUG already in VOO97.2%

57.7% of VOO's money is in holdings VUG also owns. 97.2% of VUG's money is in holdings VOO also owns.

Most of VUG is already inside VOO. Owning both mostly buys the same companies twice.

120 positions in common, counted across the 494 positions we hold weights for in VOO and 147 in VUG, against full books of 509 and 146.

What only one of them owns

Our book lists 26 positions for VUG that do not appear in our book for VOO (2.5% of the fund), and 367 for VOO that do not appear in VUG (41.5%).

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 VOOWeight in VUGDifference
NVDANvidia Corp7.55%12.81%5.26%
AAPLApple, Inc7.05%12.59%5.54%
MSFTMicrosoft Corp5.36%9.59%4.23%
AMZNAmazon.Com Inc4.13%5.15%1.02%
GOOGLAlphabet Inc,class A3.24%5.80%2.56%
AVGOBroadcom Inc2.86%4.46%1.60%
GOOGAlphabet Inc2.62%4.62%2.00%
METAMeta Platforms Inc1.90%3.41%1.51%
LLYEli Lilly & Co.1.41%2.72%1.31%
TSLATesla Inc1.36%2.44%1.08%

97.2% of VUG 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.

VOOVUG

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, VOO or VUG?

VOO has an expense ratio of 0.03% while VUG charges 0.03%. At the precision these are quoted to, they cost the same.

Which performed better, VOO or VUG?

Over the past year VOO returned +15.94% vs +10.16% for VUG, so VOO leads on 1-year performance. Over the longest common window we track (16 years), VOO annualized +13.34% vs +15.64% for VUG. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, VOO or VUG?

VUG has been the more volatile fund at 16.5% annualized versus 14.1% for VOO. Worst drawdown: VOO -34.3% vs VUG -35.6%.

Should I hold both VOO and VUG?

VOO and VUG have a monthly-return correlation of 0.95, so they move almost identically. What is left to separate them is the fee and the index each one tracks. This is information, not a recommendation.

What is the holdings overlap between VOO and VUG?

97.2% of VUG's money is in holdings VOO also owns. 97.2% of VUG's is in holdings VOO also owns. They hold 120 positions in common, counted across the 494 positions we hold weights for in VOO and 147 in VUG.

Which pays a higher dividend, VOO or VUG?

VOO yields 1.04% while VUG yields 0.38%, so VOO currently pays the higher dividend yield.

Is VUG better than VOO?

VOO led over 1Y and 5Y, VUG over 3Y and the full window. The two have moved almost in lockstep, correlation 0.95. VOO is less concentrated, with 37.6% of the fund in its ten largest positions against 63.6%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.