VOO vs XAIX

VOO vs XAIX
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Quick Verdict

VOO has a lower expense ratio. XAIX delivered stronger 1-year returns. VOO offers more diversification with 509 holdings.

Lower Fees: VOOHigher Returns: XAIXMore Diversified: VOO

Side-by-Side Comparison

MetricVOOXAIXWinner
Expense Ratio0.03%0.35%
AUM$997.4B$175M
Dividend Yield1.08%0.43%
Holdings509106
YTD Return+13.20%+29.96%
1Y Return+21.62%+46.13%
3Y Return (annualized)+22.16%-
5Y Return (annualized)+13.42%-
Volatility (annualized)14.1%26.0%
Max Drawdown-34.3%-23.9%
Fund FamilyVanguard (US)Xtrackers ETFs
CategoryEquityEquity
InceptionSep 7, 2010Jun 4, 2024

VOO vs XAIX Performance

Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US) and Xtrackers Artificial Intelligence and Big Data ETF (XAIX) is a ETF from Xtrackers ETFs. Over the past year VOO returned +21.62% while XAIX returned +46.13%. Year to date, VOO is up 13.20% versus a gain of 29.96% for XAIX.

Risk: Volatility and Drawdowns

XAIX has been the more volatile fund, with annualized monthly volatility of 26.0% 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 -23.9% for XAIX. 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 0.85. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

VOO charges 0.03% per year while XAIX charges 0.35%. On a $10,000 position that is $3 vs $35 annually, a gap of $32 per year that compounds over a long holding period. On income, VOO currently yields 1.08% against 0.43% for XAIX.

Holdings Overlap

34.4%overlap

VOO and XAIX share 34 holdings out of 574 unique holdings combined, representing a 34.4% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in VOOWeight in XAIXDifference
NVDA7.51%4.88%2.63%
AAPL6.59%5.43%1.16%
MSFT4.30%4.84%0.54%
AMZNProProPro
GOOGLProProPro
METAProProPro
MUProProPro
AMDProProPro
WMTProProPro
CSCOProProPro
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Frequently Asked Questions

Which is cheaper, VOO or XAIX?

VOO has an expense ratio of 0.03% while XAIX charges 0.35%. VOO is the cheaper option. On a $10,000 investment, that is $32 per year of difference.

Which performed better, VOO or XAIX?

Over the past year VOO returned +21.62% vs +46.13% for XAIX, so XAIX leads on 1-year performance. Over the longest common window we track (2 years), VOO annualized +13.51% vs +38.60% for XAIX. Past performance does not guarantee future results.

Which is riskier, VOO or XAIX?

XAIX has been the more volatile fund at 26.0% annualized versus 14.1% for VOO. Worst drawdown: VOO -34.3% vs XAIX -23.9%.

Should I hold both VOO and XAIX?

VOO and XAIX have a monthly-return correlation of 0.85, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between VOO and XAIX?

VOO and XAIX share 34 common holdings with a 34.4% weight overlap. Combined, they hold 574 unique securities.

Which pays a higher dividend, VOO or XAIX?

VOO yields 1.08% while XAIX yields 0.43%, so VOO currently pays the higher dividend yield.

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