VOO vs XDSQ

VOO vs XDSQ
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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

MetricVOOXDSQWinner
Expense Ratio0.03%0.79%
AUM$997.4B$78M
Dividend Yield1.08%0.00%
Holdings5097
YTD Return+12.25%+6.07%
1Y Return+20.92%+14.04%
3Y Return (annualized)+21.79%+15.85%
5Y Return (annualized)+13.05%+9.62%
Volatility (annualized)14.1%13.5%
Max Drawdown-34.3%-26.1%
Fund FamilyVanguard (US)Innovator ETFs Trust
CategoryEquityAlternative
InceptionSep 7, 2010Mar 31, 2021

VOO vs XDSQ Performance

Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US) and Innovator US Equity Accelerated ETF - Quarterly (XDSQ) is a ETF from Innovator ETFs Trust. Over the past year VOO returned +20.92% while XDSQ returned +14.04%. Year to date, VOO is up 12.25% versus a gain of 6.07% for XDSQ.

Over three years, VOO compounded at +21.79% per year against +15.85% for XDSQ; over five years the annualized figures are +13.05% and +9.62% respectively. Across the full 5-year window we track, VOO has the edge at +13.45% annualized vs +10.64%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

VOO has been the more volatile fund, with annualized monthly volatility of 14.1% compared with 13.5% for XDSQ. 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 -26.1% for XDSQ. 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 0.93. They move almost in lockstep, so holding both mostly duplicates the same exposure.

Fees and Cost Over Time

VOO charges 0.03% per year while XDSQ charges 0.79%. On a $10,000 position that is $3 vs $79 annually, a gap of $76 per year that compounds over a long holding period. On income, VOO currently yields 1.08% against 0.00% for XDSQ.

Holdings Overlap

0.0%overlap

VOO and XDSQ 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 XDSQ?

VOO has an expense ratio of 0.03% while XDSQ charges 0.79%. VOO is the cheaper option. On a $10,000 investment, that is $76 per year of difference.

Which performed better, VOO or XDSQ?

Over the past year VOO returned +20.92% vs +14.04% for XDSQ, so VOO leads on 1-year performance. Over the longest common window we track (5 years), VOO annualized +13.45% vs +10.64% for XDSQ. Past performance does not guarantee future results.

Which is riskier, VOO or XDSQ?

VOO has been the more volatile fund at 14.1% annualized versus 13.5% for XDSQ. Worst drawdown: VOO -34.3% vs XDSQ -26.1%.

Should I hold both VOO and XDSQ?

VOO and XDSQ have a monthly-return correlation of 0.93, so they move almost identically. Holding both adds little diversification - most investors pick one, usually on fees or the specific index tracked.

What is the holdings overlap between VOO and XDSQ?

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

Which pays a higher dividend, VOO or XDSQ?

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

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