VOO vs XIDV

VOO vs XIDV
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Quick Verdict

VOO has a lower expense ratio. XIDV delivered stronger 1-year returns. VOO offers more diversification with 509 holdings.

Lower Fees: VOOHigher Returns: XIDVMore Diversified: VOO

Side-by-Side Comparison

MetricVOOXIDVWinner
Expense Ratio0.03%0.19%
AUM$997.4B$47M
Dividend Yield1.08%5.77%
Holdings50990
YTD Return+12.25%+19.77%
1Y Return+20.92%+27.62%
3Y Return (annualized)+21.79%-
5Y Return (annualized)+13.05%-
Volatility (annualized)14.1%9.9%
Max Drawdown-34.3%-12.2%
Fund FamilyVanguard (US)Franklin Templeton Investments (US)
CategoryEquityEquity
InceptionSep 7, 2010Jan 21, 2025

VOO vs XIDV Performance

Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US) and Franklin International Dividend Booster Index ETF (XIDV) is a ETF from Franklin Templeton Investments (US). Over the past year VOO returned +20.92% while XIDV returned +27.62%. Year to date, VOO is up 12.25% versus a gain of 19.77% for XIDV.

Risk: Volatility and Drawdowns

VOO has been the more volatile fund, with annualized monthly volatility of 14.1% compared with 9.9% for XIDV. 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 -12.2% for XIDV. 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 0.11. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

VOO charges 0.03% per year while XIDV charges 0.19%. On a $10,000 position that is $3 vs $19 annually, a gap of $16 per year that compounds over a long holding period. On income, VOO currently yields 1.08% against 5.77% for XIDV.

Holdings Overlap

0.0%overlap

VOO and XIDV share 0 holdings out of 592 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 XIDV?

VOO has an expense ratio of 0.03% while XIDV charges 0.19%. VOO is the cheaper option. On a $10,000 investment, that is $16 per year of difference.

Which performed better, VOO or XIDV?

Over the past year VOO returned +20.92% vs +27.62% for XIDV, so XIDV leads on 1-year performance. Over the longest common window we track (2 years), VOO annualized +13.45% vs +40.09% for XIDV. Past performance does not guarantee future results.

Which is riskier, VOO or XIDV?

VOO has been the more volatile fund at 14.1% annualized versus 9.9% for XIDV. Worst drawdown: VOO -34.3% vs XIDV -12.2%.

Should I hold both VOO and XIDV?

VOO and XIDV have a monthly-return correlation of 0.11, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between VOO and XIDV?

VOO and XIDV share 0 common holdings with a 0.0% weight overlap. Combined, they hold 592 unique securities.

Which pays a higher dividend, VOO or XIDV?

VOO yields 1.08% while XIDV yields 5.77%, so XIDV currently pays the higher dividend yield.

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