VOO vs XHLF

VOO vs XHLF
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Quick Verdict

VOO delivered stronger 1-year returns. VOO offers more diversification with 509 holdings.

Lower Fees: TiedHigher Returns: VOOMore Diversified: VOO

Side-by-Side Comparison

MetricVOOXHLFWinner
Expense Ratio0.03%0.03%
AUM$997.4B$2.0B
Dividend Yield1.08%3.81%
Holdings50928
YTD Return+12.68%+2.15%
1Y Return+21.87%+3.77%
3Y Return (annualized)+22.06%+4.44%
5Y Return (annualized)+12.95%-
Volatility (annualized)14.1%0.4%
Max Drawdown-34.3%-0.3%
Fund FamilyVanguard (US)BondBloxx
CategoryEquityFixed Income
InceptionSep 7, 2010Sep 13, 2022

VOO vs XHLF Performance

Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US) and BondBloxx Bloomberg Six Month Target Duration US Treasury ETF (XHLF) is a ETF from BondBloxx. Over the past year VOO returned +21.87% while XHLF returned +3.77%. Year to date, VOO is up 12.68% versus a gain of 2.15% for XHLF.

Over three years, VOO compounded at +22.06% per year against +4.44% for XHLF. Across the full 4-year window we track, VOO has the edge at +13.47% annualized vs +4.32%. 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 0.4% for XHLF. 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 -0.3% for XHLF. 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 0.06. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

VOO charges 0.03% per year while XHLF charges 0.03%. On a $10,000 position that is $3 vs $3 annually. On income, VOO currently yields 1.08% against 3.81% for XHLF.

Holdings Overlap

0.0%overlap

VOO and XHLF 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 XHLF?

VOO has an expense ratio of 0.03% while XHLF charges 0.03%. They cost the same. On a $10,000 investment, that is $0 per year of difference.

Which performed better, VOO or XHLF?

Over the past year VOO returned +21.87% vs +3.77% for XHLF, so VOO leads on 1-year performance. Over the longest common window we track (4 years), VOO annualized +13.47% vs +4.32% for XHLF. Past performance does not guarantee future results.

Which is riskier, VOO or XHLF?

VOO has been the more volatile fund at 14.1% annualized versus 0.4% for XHLF. Worst drawdown: VOO -34.3% vs XHLF -0.3%.

Should I hold both VOO and XHLF?

VOO and XHLF have a monthly-return correlation of 0.06, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between VOO and XHLF?

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

Which pays a higher dividend, VOO or XHLF?

VOO yields 1.08% while XHLF yields 3.81%, so XHLF currently pays the higher dividend yield.

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