VOO vs WUGI
Vanguard S&P 500 ETF vs AXS Esoterica NextG Economy ETF
Which is better, VOO or WUGI?
Large Cap Blend against Large Cap Growth.
VOO has a lower expense ratio. VOO led over 1Y and 5Y, WUGI over 3Y and the full window. VOO is less concentrated, with 36.4% of the fund in its ten largest positions against 58.3%.
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
| Metric | VOO | WUGI |
|---|---|---|
| Expense Ratio | 0.03%Best | 0.84% |
| AUM | $997.4B | $31M |
| Dividend Yield | 1.04% | 0.24% |
| Holdings | 509 | 34 |
| YTD Return | +12.23% | +18.42%Best |
| 1Y Return | +18.60%Best | -2.46% |
| 3Y Return (annualized) | +20.98% | +23.97%Best |
| 5Y Return (annualized) | +12.76%Best | +8.14% |
| Volatility (annualized) | 15.9%Best | 28.7% |
| Max Drawdown | -24.5%Best | -56.4% |
| $10,000 over 5 years | $18,230Best | $14,789 |
| Top 10 Weight | 36.4%Best | 58.3% |
| Fund Family | Vanguard (US) | AXS Investments |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Growth |
| Inception | Sep 7, 2010 | Mar 31, 2020 |
Volatility and max drawdown are measured over the window both funds cover: Mar 31, 2020 to Sep 9, 2026 (6.4 years).
VOO vs WUGI 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 6.4 years both funds cover.
VOO vs WUGI Performance
Vanguard S&P 500 ETF (VOO) is an ETF from Vanguard (US) and AXS Esoterica NextG Economy ETF (WUGI) is an ETF from AXS Investments. Over the past year VOO returned +18.60% while WUGI returned -2.46%. Year to date, VOO is up 12.23% versus a gain of 18.42% for WUGI.
Over three years, VOO compounded at +20.98% per year against +23.97% for WUGI; over five years the annualized figures are +12.76% and +8.14% respectively. Across the full 6-year window we track, WUGI has the edge at +21.37% annualized vs +19.78%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
WUGI has been the more volatile fund, with annualized monthly volatility of 28.7% compared with 15.9% 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 -24.5% for VOO and -56.4% for WUGI. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.73. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
VOO charges 0.03% per year while WUGI charges 0.84%. On a $10,000 position that is $3 vs $84 annually, a gap of $81 per year that compounds over a long holding period. On income, VOO currently yields 1.04% against 0.24% for WUGI.
Holdings Overlap
26.7% of VOO's money is in holdings WUGI also owns. 71.5% of WUGI's money is in holdings VOO also owns.
Most of WUGI is already inside VOO. Owning both mostly buys the same companies twice.
The two holdings books were reported 62 days apart, VOO as of Jun 30, 2026 and WUGI as of Aug 31, 2026, so some of the difference between them is the time between the two reports rather than the funds.
21 positions in common, counted across the 505 positions we hold weights for in VOO and 31 in WUGI, against full books of 509 and 34.
What only one of them owns
Our book lists 7 positions for WUGI that do not appear in our book for VOO (12.0% of the fund), and 476 for VOO that do not appear in WUGI (72.9%).
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
| Stock | Weight in VOO | Weight in WUGI | Difference |
|---|---|---|---|
| NVDANvidia Corp. | 7.51% | 6.12% | 1.39% |
| AMZNAmazon.Com Inc | 3.62% | 5.67% | 2.05% |
| MUMicron Technology, Inc. | 2.02% | 6.92% | 4.90% |
| GOOGAlphabet Inc | 2.59% | 4.70% | 2.11% |
| AVGOBroadcom Inc | 2.77% | 4.37% | 1.60% |
| AMATApplied Materials, Inc. | 0.89% | 5.94% | 5.05% |
| AMDAdvanced Micro Devices Inc. | 1.47% | 5.10% | 3.63% |
| MRVLMarvell Technology Group Ltd | 0.40% | 4.76% | 4.36% |
| INTCIntel Corp. | 1.02% | 3.70% | 2.68% |
| SNDKSandisk Corp/De | 0.52% | 3.59% | 3.07% |
71.5% of WUGI 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.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, VOO or WUGI?
VOO has an expense ratio of 0.03% while WUGI charges 0.84%. VOO is the cheaper option, by $81 a year on a $10,000 investment.
Which performed better, VOO or WUGI?
Over the past year VOO returned +18.60% vs -2.46% for WUGI, so VOO leads on 1-year performance. Over the longest common window we track (6 years), VOO annualized +19.78% vs +21.37% for WUGI. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, VOO or WUGI?
WUGI has been the more volatile fund at 28.7% annualized versus 15.9% for VOO. Worst drawdown: VOO -24.5% vs WUGI -56.4%.
Should I hold both VOO and WUGI?
VOO and WUGI have a monthly-return correlation of 0.73, 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 VOO and WUGI?
71.5% of WUGI's money is in holdings VOO also owns. 71.5% of WUGI's is in holdings VOO also owns. They hold 21 positions in common, counted across the 505 positions we hold weights for in VOO and 31 in WUGI.
Which pays a higher dividend, VOO or WUGI?
VOO yields 1.04% while WUGI yields 0.24%, so VOO currently pays the higher dividend yield.
Is WUGI better than VOO?
VOO has a lower expense ratio. VOO led over 1Y and 5Y, WUGI over 3Y and the full window. VOO is less concentrated, with 36.4% of the fund in its ten largest positions against 58.3%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.