VOO vs XHYF

VOO vs XHYF
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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

MetricVOOXHYFWinner
Expense Ratio0.03%0.35%
AUM$997.4B$7M
Dividend Yield1.08%6.77%
Holdings509272
YTD Return+12.25%+0.00%
1Y Return+20.92%+5.99%
3Y Return (annualized)+21.79%+9.25%
5Y Return (annualized)+13.05%-
Volatility (annualized)14.1%7.9%
Max Drawdown-34.3%-12.9%
Fund FamilyVanguard (US)BondBloxx
CategoryEquityFixed Income
InceptionSep 7, 2010Feb 15, 2022

VOO vs XHYF Performance

Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US) and BondBloxx USD High Yield Bond Financial & REIT Sector ETF (XHYF) is a ETF from BondBloxx. Over the past year VOO returned +20.92% while XHYF returned +5.99%. Year to date, VOO is up 12.25% versus a gain of 0.00% for XHYF.

Over three years, VOO compounded at +21.79% per year against +9.25% for XHYF. Across the full 4-year window we track, VOO has the edge at +13.45% annualized vs +5.06%. 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 7.9% for XHYF. 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 -12.9% for XHYF. 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 0.83. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

VOO charges 0.03% per year while XHYF 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 1.08% against 6.77% for XHYF.

Holdings Overlap

0.0%overlap

VOO and XHYF share 0 holdings out of 731 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 XHYF?

VOO has an expense ratio of 0.03% while XHYF charges 0.35%. VOO is the cheaper option. On a $10,000 investment, that is $32 per year of difference.

Which performed better, VOO or XHYF?

Over the past year VOO returned +20.92% vs +5.99% for XHYF, so VOO leads on 1-year performance. Over the longest common window we track (4 years), VOO annualized +13.45% vs +5.06% for XHYF. Past performance does not guarantee future results.

Which is riskier, VOO or XHYF?

VOO has been the more volatile fund at 14.1% annualized versus 7.9% for XHYF. Worst drawdown: VOO -34.3% vs XHYF -12.9%.

Should I hold both VOO and XHYF?

VOO and XHYF have a monthly-return correlation of 0.83, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between VOO and XHYF?

VOO and XHYF share 0 common holdings with a 0.0% weight overlap. Combined, they hold 731 unique securities.

Which pays a higher dividend, VOO or XHYF?

VOO yields 1.08% while XHYF yields 6.77%, so XHYF currently pays the higher dividend yield.

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