VOO vs XAPR

VOO vs XAPR

Which is better, VOO or XAPR?

Large Cap Blend against Option Writing.

VOO has a lower expense ratio. VOO led over 1Y and the full window.

Lower Fees: VOOHigher Returns: 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

MetricVOOXAPR
Expense Ratio0.03%Best0.85%
AUM$997.4B$30M
Dividend Yield1.04%0.00%
Holdings50912
YTD Return+12.50%Best+5.51%
1Y Return+17.58%Best+7.65%
3Y Return (annualized)+21.27%-
5Y Return (annualized)+12.95%-
Volatility (annualized)11.8%2.5%Best
Max Drawdown-18.7%-6.2%Best
$10,000 over 2.4 years$15,779Best$12,880
Fund FamilyVanguard (US)First Trust Portfolios (US)
CategoryEquityAlternative
StyleLarge Cap BlendOption Writing
InceptionSep 7, 2010Apr 19, 2024

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown, and the $10,000 over 2.4 years row, are measured over the window both funds cover: Apr 22, 2024 to Sep 11, 2026 (2.4 years).

VOO vs XAPR 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 2.4 years both funds cover.

VOO vs XAPR Performance

Vanguard S&P 500 ETF (VOO) is an ETF from Vanguard (US) and FT Vest US Equity Enhance & Moderate Buffer ETF - April (XAPR) is an ETF from First Trust Portfolios (US). Over the past year VOO returned +17.58% while XAPR returned +7.65%. Year to date, VOO is up 12.50% versus a gain of 5.51% for XAPR.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

VOO has been the more volatile fund, with annualized monthly volatility of 11.8% 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 -18.7% for VOO and -6.2% for XAPR. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.49. They move together some of the time, and apart the rest.

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 1.04% against 0.00% for XAPR.

You are not choosing between two funds in isolation.

Whichever of VOO and XAPR you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

VOOXAPR

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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, by $82 a year on a $10,000 investment.

Which performed better, VOO or XAPR?

Over the past year VOO returned +17.58% vs +7.65% for XAPR, so VOO leads on 1-year performance. Over the longest common window we track (2 years), VOO annualized +20.93% vs +11.12% for XAPR. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, VOO or XAPR?

VOO has been the more volatile fund at 11.8% annualized versus 2.5% for XAPR. Worst drawdown: VOO -18.7% vs XAPR -6.2%.

Should I hold both VOO and XAPR?

VOO and XAPR have a monthly-return correlation of 0.49, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.

Which pays a higher dividend, VOO or XAPR?

VOO yields 1.04% while XAPR yields 0.00%, so VOO currently pays the higher dividend yield.

Is XAPR better than VOO?

VOO has a lower expense ratio. VOO led over 1Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.