VOO vs XDTE
Vanguard S&P 500 ETF vs Roundhill S&P 500 0DTE Covered Call Strategy ETF
Which is better, VOO or XDTE?
VOO has been ahead.
VOO has a lower expense ratio. VOO led over 1Y and the full window. The two have moved almost in lockstep, correlation 0.92.
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
| Metric | VOO | XDTE |
|---|---|---|
| Expense Ratio | 0.03%Best | 0.97% |
| AUM | $997.4B | $338M |
| Dividend Yield | 1.04% | 30.86% |
| Holdings | 509 | 5 |
| YTD Return | +11.01%Best | +0.58% |
| 1Y Return | +15.60%Best | +5.29% |
| 3Y Return (annualized) | +20.82% | - |
| 5Y Return (annualized) | +12.60% | - |
| Volatility (annualized) | 12.3%Best | 12.6% |
| Max Drawdown | -18.7% | -16.7%Best |
| $10,000 over 2.5 years | $15,049Best | $14,374 |
| Fund Family | Vanguard (US) | Roundhill Investments |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Blend |
| Inception | Sep 7, 2010 | Mar 7, 2024 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown, and the $10,000 over 2.5 years row, are measured over the window both funds cover: Mar 7, 2024 to Sep 16, 2026 (2.5 years).
VOO vs XDTE 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 2.5 years both funds cover.
VOO vs XDTE Performance
Vanguard S&P 500 ETF (VOO) is an ETF from Vanguard (US) and Roundhill S&P 500 0DTE Covered Call Strategy ETF (XDTE) is an ETF from Roundhill Investments. Over the past year VOO returned +15.60% while XDTE returned +5.29%. Year to date, VOO is up 11.01% versus a gain of 0.58% for XDTE.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
XDTE has been the more volatile fund, with annualized monthly volatility of 12.6% compared with 12.3% 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 -18.7% for VOO and -16.7% for XDTE. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.92. 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 XDTE charges 0.97%. On a $10,000 position that is $3 vs $97 annually, a gap of $94 per year that compounds over a long holding period. On income, VOO currently yields 1.04% against 30.86% for XDTE.
Holdings Overlap
We hold position weights for 494 holdings in VOO and 1 in XDTE, totalling 99.5% and 0.6% of the two funds. The two books name no position in common, so there is no overlap percentage to show.
0 positions in common, counted across the 494 positions we hold weights for in VOO and 1 in XDTE, against full books of 509 and 5.
You are not choosing between two funds in isolation.
Whichever of VOO and XDTE you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, VOO or XDTE?
VOO has an expense ratio of 0.03% while XDTE charges 0.97%. VOO is the cheaper option, by $94 a year on a $10,000 investment.
Which performed better, VOO or XDTE?
Over the past year VOO returned +15.60% vs +5.29% for XDTE, so VOO leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, VOO or XDTE?
XDTE has been the more volatile fund at 12.6% annualized versus 12.3% for VOO. Worst drawdown: VOO -18.7% vs XDTE -16.7%.
Should I hold both VOO and XDTE?
VOO and XDTE have a monthly-return correlation of 0.92, so they move almost identically. What is left to separate them is the fee and the index each one tracks. This is information, not a recommendation.
Which pays a higher dividend, VOO or XDTE?
VOO yields 1.04% while XDTE yields 30.86%, so XDTE currently pays the higher dividend yield.
Is XDTE better than VOO?
VOO has a lower expense ratio. VOO led over 1Y and the full window. The two have moved almost in lockstep, correlation 0.92. Which one suits a particular account depends on what it is for. This is information, not a recommendation.