VOO vs XHS

VOO vs XHS

Which is better, VOO or XHS?

Large Cap Blend against Mid Cap Blend.

VOO has a lower expense ratio. VOO led over 3Y, 5Y and the full window, XHS over 1Y. XHS is less concentrated, with 23.2% of the fund in its ten largest positions against 37.6%.

Lower Fees: VOOHigher Returns: splitLess Concentrated: XHS

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

MetricVOOXHS
Expense Ratio0.03%Best0.35%
AUM$997.4B$214M
Dividend Yield1.04%0.20%
Holdings50961
YTD Return+12.25%+28.09%Best
1Y Return+17.03%+40.65%Best
3Y Return (annualized)+21.25%Best+17.86%
5Y Return (annualized)+13.08%Best+4.87%
Volatility (annualized)14.1%Best19.4%
Max Drawdown-34.3%Best-39.4%
$10,000 over 5 years$18,490Best$12,684
Top 10 Weight37.6%23.2%Best
Fund FamilyVanguard (US)State Street Investment Management
CategoryEquityEquity
StyleLarge Cap BlendMid Cap Blend
InceptionSep 7, 2010Sep 28, 2011

Volatility and max drawdown are measured over the window both funds cover: Sep 29, 2011 to Sep 17, 2026 (15 years).

VOO vs XHS 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 15 years both funds cover.

VOO vs XHS Performance

Vanguard S&P 500 ETF (VOO) is an ETF from Vanguard (US) and State Street SPDR S&P Health Care Services ETF (XHS) is an ETF from State Street Investment Management. Over the past year VOO returned +17.03% while XHS returned +40.65%. Year to date, VOO is up 12.25% versus a gain of 28.09% for XHS.

Over three years, VOO compounded at +21.25% per year against +17.86% for XHS; over five years the annualized figures are +13.08% and +4.87% respectively. Across the full 15-year window we track, VOO has the edge at +14.04% annualized vs +12.22%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

XHS has been the more volatile fund, with annualized monthly volatility of 19.4% 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 -39.4% for XHS. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.71. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

VOO charges 0.03% per year while XHS charges 0.35%. On a $10,000 position that is $3 vs $35 annually, a gap of $32 per year that compounds over a long holding period. On income, VOO currently yields 1.04% against 0.20% for XHS.

Holdings Overlap

VOO already in XHS1.7%
XHS already in VOO26.1%

1.7% of VOO's money is in holdings XHS also owns. 26.1% of XHS's money is in holdings VOO also owns.

XHS and VOO share little of their money.

15 positions in common, counted across the 494 positions we hold weights for in VOO and 60 in XHS, against full books of 509 and 61.

What only one of them owns

Measured across the 494 and 60 positions we hold weights for.

VOO holds 472 positions XHS does not, 97.5% of the fund.

Largest: NVDA 7.55%, AAPL 7.05%, MSFT 5.36%, AMZN 4.13%, GOOGL 3.24%

Top Shared Holdings

StockWeight in VOOWeight in XHSDifference
UNHUnitedhealth Group, Inc.0.58%1.57%0.99%
LHLabcorp Holdings Inc0.04%2.03%1.99%
MCKMckesson Corp.0.16%1.83%1.67%
CORCencora Inc0.09%1.89%1.80%
DGXQuest Diagnostics Inc0.04%1.93%1.89%
UHSUniversal Health Services Inc.0.01%1.93%1.92%
HCAHca-the Healthcare Co0.10%1.82%1.72%
HSICHenry Schein Inc0.01%1.87%1.86%
CAHCardinal Health Inc.0.08%1.78%1.70%
HUMHumana Inc.0.07%1.72%1.65%

26.1% of XHS is already inside VOO.

You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.

VOOXHS

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, VOO or XHS?

VOO has an expense ratio of 0.03% while XHS charges 0.35%. VOO is the cheaper option, by $32 a year on a $10,000 investment.

Which performed better, VOO or XHS?

Over the past year VOO returned +17.03% vs +40.65% for XHS, so XHS leads on 1-year performance. Over the longest common window we track (15 years), VOO annualized +14.04% vs +12.22% for XHS. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, VOO or XHS?

XHS has been the more volatile fund at 19.4% annualized versus 14.1% for VOO. Worst drawdown: VOO -34.3% vs XHS -39.4%.

Should I hold both VOO and XHS?

VOO and XHS have a monthly-return correlation of 0.71, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.

What is the holdings overlap between VOO and XHS?

26.1% of XHS's money is in holdings VOO also owns. 26.1% of XHS's is in holdings VOO also owns. They hold 15 positions in common, counted across the 494 positions we hold weights for in VOO and 60 in XHS.

Which pays a higher dividend, VOO or XHS?

VOO yields 1.04% while XHS yields 0.20%, so VOO currently pays the higher dividend yield.

Is XHS better than VOO?

VOO has a lower expense ratio. VOO led over 3Y, 5Y and the full window, XHS over 1Y. XHS is less concentrated, with 23.2% of the fund in its ten largest positions against 37.6%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.