VOO vs XAPR

VOO vs XAPR
See what your portfolio actually owns
Your funds unpacked, overlap, fees and score, free on screen. The full report is $25, once. Download sample.
X-ray my portfolio free

Quick Verdict

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

Lower Fees: VOOHigher Returns: VOOMore Diversified: VOO

Side-by-Side Comparison

MetricVOOXAPRWinner
Expense Ratio0.03%0.85%
AUM$997.4B$30M
Dividend Yield1.08%0.00%
Holdings5096
YTD Return+12.25%+4.94%
1Y Return+20.92%+7.83%
3Y Return (annualized)+21.79%-
5Y Return (annualized)+13.05%-
Volatility (annualized)14.1%2.5%
Max Drawdown-34.3%-6.2%
Fund FamilyVanguard (US)First Trust Portfolios (US)
CategoryEquityAlternative
InceptionSep 7, 2010Apr 19, 2024

VOO vs XAPR Performance

Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US) and FT Vest US Equity Enhance & Moderate Buffer ETF - April (XAPR) is a ETF from First Trust Portfolios (US). Over the past year VOO returned +20.92% while XAPR returned +7.83%. Year to date, VOO is up 12.25% versus a gain of 4.94% for XAPR.

Risk: Volatility and Drawdowns

VOO has been the more volatile fund, with annualized monthly volatility of 14.1% compared with 2.5% for XAPR. 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 -6.2% for XAPR. 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 0.47. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

VOO charges 0.03% per year while XAPR charges 0.85%. On a $10,000 position that is $3 vs $85 annually, a gap of $82 per year that compounds over a long holding period. On income, VOO currently yields 1.08% against 0.00% for XAPR.

Holdings Overlap

0.0%overlap

VOO and XAPR share 0 holdings out of 506 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 XAPR?

VOO has an expense ratio of 0.03% while XAPR charges 0.85%. VOO is the cheaper option. On a $10,000 investment, that is $82 per year of difference.

Which performed better, VOO or XAPR?

Over the past year VOO returned +20.92% vs +7.83% for XAPR, so VOO leads on 1-year performance. Over the longest common window we track (2 years), VOO annualized +13.45% vs +11.16% for XAPR. Past performance does not guarantee future results.

Which is riskier, VOO or XAPR?

VOO has been the more volatile fund at 14.1% annualized versus 2.5% for XAPR. Worst drawdown: VOO -34.3% vs XAPR -6.2%.

Should I hold both VOO and XAPR?

VOO and XAPR have a monthly-return correlation of 0.47, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between VOO and XAPR?

VOO and XAPR share 0 common holdings with a 0.0% weight overlap. Combined, they hold 506 unique securities.

Which pays a higher dividend, VOO or XAPR?

VOO yields 1.08% while XAPR yields 0.00%, so VOO currently pays the higher dividend yield.

Get Full ETF Analytics

Access complete holdings data, overlap analysis, screener tools, and more with FundXLS.

See what your portfolio actually owns
Your funds unpacked, overlap, fees and score, free on screen. The full report is $25, once. Download sample.
X-ray my portfolio free