VOO vs XEMD

VOO vs XEMD
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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

MetricVOOXEMDWinner
Expense Ratio0.03%0.29%
AUM$997.4B$904M
Dividend Yield1.08%5.81%
Holdings509429
YTD Return+12.25%+1.14%
1Y Return+20.92%+5.95%
3Y Return (annualized)+21.79%+10.18%
5Y Return (annualized)+13.05%-
Volatility (annualized)14.1%6.6%
Max Drawdown-34.3%-10.0%
Fund FamilyVanguard (US)BondBloxx
CategoryEquityFixed Income
InceptionSep 7, 2010Jun 30, 2022

VOO vs XEMD Performance

Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US) and BondBloxx JP Morgan USD Emerging Markets 1-10 Year Bond ETF (XEMD) is a ETF from BondBloxx. Over the past year VOO returned +20.92% while XEMD returned +5.95%. Year to date, VOO is up 12.25% versus a gain of 1.14% for XEMD.

Over three years, VOO compounded at +21.79% per year against +10.18% for XEMD. Across the full 4-year window we track, VOO has the edge at +13.45% annualized vs +8.55%. 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 6.6% for XEMD. 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 -10.0% for XEMD. 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 0.75. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

VOO charges 0.03% per year while XEMD charges 0.29%. On a $10,000 position that is $3 vs $29 annually, a gap of $26 per year that compounds over a long holding period. On income, VOO currently yields 1.08% against 5.81% for XEMD.

Holdings Overlap

0.0%overlap

VOO and XEMD share 0 holdings out of 646 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 XEMD?

VOO has an expense ratio of 0.03% while XEMD charges 0.29%. VOO is the cheaper option. On a $10,000 investment, that is $26 per year of difference.

Which performed better, VOO or XEMD?

Over the past year VOO returned +20.92% vs +5.95% for XEMD, so VOO leads on 1-year performance. Over the longest common window we track (4 years), VOO annualized +13.45% vs +8.55% for XEMD. Past performance does not guarantee future results.

Which is riskier, VOO or XEMD?

VOO has been the more volatile fund at 14.1% annualized versus 6.6% for XEMD. Worst drawdown: VOO -34.3% vs XEMD -10.0%.

Should I hold both VOO and XEMD?

VOO and XEMD have a monthly-return correlation of 0.75, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between VOO and XEMD?

VOO and XEMD share 0 common holdings with a 0.0% weight overlap. Combined, they hold 646 unique securities.

Which pays a higher dividend, VOO or XEMD?

VOO yields 1.08% while XEMD yields 5.81%, so XEMD currently pays the higher dividend yield.

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