VOO vs XDAT

Quick Verdict

VOO has a lower expense ratio. VOO delivered stronger 1-year returns. VOO offers more diversification with 505 holdings.

Lower Fees: VOOHigher Returns: VOOMore Diversified: VOO

Side-by-Side Comparison

MetricVOOXDATWinner
Expense Ratio0.03%0.50%
AUM$979.0B$4M
Dividend Yield1.09%0.00%
Holdings50962
YTD Return+13.80%+3.62%
1Y Return+23.71%-0.54%
3Y Return (annualized)+21.50%+13.09%
5Y Return (annualized)+13.44%-1.35%
Volatility (annualized)14.1%24.1%
Max Drawdown-34.3%-54.9%
Fund FamilyVanguard (US)Franklin Templeton Investments (US)
CategoryEquityEquity
InceptionSep 7, 2010Jan 12, 2021

VOO vs XDAT Performance

Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US) and Franklin Exponential Data ETF (XDAT) is a ETF from Franklin Templeton Investments (US). Over the past year VOO returned +23.71% while XDAT returned -0.54%. Year to date, VOO is up 13.80% versus a gain of 3.62% for XDAT.

Over three years, VOO compounded at +21.50% per year against +13.09% for XDAT; over five years the annualized figures are +13.44% and -1.35% respectively. Across the full 6-year window we track, VOO has the edge at +13.58% annualized vs +1.08%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

XDAT has been the more volatile fund, with annualized monthly volatility of 24.1% 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 -54.9% for XDAT. 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 0.70. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

VOO charges 0.03% per year while XDAT charges 0.50%. On a $10,000 position that is $3 vs $50 annually, a gap of $47 per year that compounds over a long holding period. On income, VOO currently yields 1.09% against 0.00% for XDAT.

Holdings Overlap

13.8%overlap

VOO and XDAT share 29 holdings out of 536 unique holdings combined, representing a 13.8% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in VOOWeight in XDATDifference
GOOGL3.25%9.69%6.44%
META1.92%6.44%4.52%
MSFT4.30%3.52%0.78%
APPProProPro
PANWProProPro
CRWDProProPro
DDOGProProPro
ORCLProProPro
SNDKProProPro
ANETProProPro
See all 10 holdings VOO shares with XDAT
Exact weights in each fund and the difference, for every overlapping position.
X-ray my whole portfolio$99/yr Pro · 7-day refund

Frequently Asked Questions

Which is cheaper, VOO or XDAT?

VOO has an expense ratio of 0.03% while XDAT charges 0.50%. VOO is the cheaper option. On a $10,000 investment, that is $47 per year of difference.

Which performed better, VOO or XDAT?

Over the past year VOO returned +23.71% vs -0.54% for XDAT, so VOO leads on 1-year performance. Over the longest common window we track (6 years), VOO annualized +13.58% vs +1.08% for XDAT. Past performance does not guarantee future results.

Which is riskier, VOO or XDAT?

XDAT has been the more volatile fund at 24.1% annualized versus 14.1% for VOO. Worst drawdown: VOO -34.3% vs XDAT -54.9%.

Should I hold both VOO and XDAT?

VOO and XDAT have a monthly-return correlation of 0.70, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between VOO and XDAT?

VOO and XDAT share 29 common holdings with a 13.8% weight overlap. Combined, they hold 536 unique securities.

Which pays a higher dividend, VOO or XDAT?

VOO yields 1.09% while XDAT 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.

X-ray your whole portfolio
$99/yr7-day refund. ETFs, mutual funds, 401(k)s.
Get Pro →