VOO vs XIJN

Quick Verdict

VOO has a lower expense ratio. VOO delivered stronger 1-year returns. VOO offers more diversification with 505 holdings.

Lower Fees: VOOHigher Returns: VOOMore Diversified: VOO

Side-by-Side Comparison

MetricVOOXIJNWinner
Expense Ratio0.03%0.85%
AUM$979.0B$51M
Dividend Yield1.09%7.01%
Holdings5097
YTD Return+13.72%-0.03%
1Y Return+21.63%+1.92%
3Y Return (annualized)+21.55%-
5Y Return (annualized)+13.26%-
Volatility (annualized)14.1%1.8%
Max Drawdown-34.3%-4.7%
Fund FamilyVanguard (US)First Trust Portfolios (US)
CategoryEquityAlternative
InceptionSep 7, 2010Jun 21, 2024

VOO vs XIJN Performance

Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US) and FT Vest US Equity Buffer & Premium Income ETF - June (XIJN) is a ETF from First Trust Portfolios (US). Over the past year VOO returned +21.63% while XIJN returned +1.92%. Year to date, VOO is up 13.72% versus a loss of 0.03% for XIJN.

Risk: Volatility and Drawdowns

VOO has been the more volatile fund, with annualized monthly volatility of 14.1% compared with 1.8% for XIJN. 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 -4.7% for XIJN. 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 0.52. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

VOO charges 0.03% per year while XIJN charges 0.85%. On a $10,000 position that is $3 vs $85 annually, a gap of $82 per year that compounds over a long holding period. On income, VOO currently yields 1.09% against 7.01% for XIJN.

Holdings Overlap

0.0%overlap

VOO and XIJN share 0 holdings out of 510 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 XIJN?

VOO has an expense ratio of 0.03% while XIJN charges 0.85%. VOO is the cheaper option. On a $10,000 investment, that is $82 per year of difference.

Which performed better, VOO or XIJN?

Over the past year VOO returned +21.63% vs +1.92% for XIJN, so VOO leads on 1-year performance. Over the longest common window we track (2 years), VOO annualized +13.56% vs +5.00% for XIJN. Past performance does not guarantee future results.

Which is riskier, VOO or XIJN?

VOO has been the more volatile fund at 14.1% annualized versus 1.8% for XIJN. Worst drawdown: VOO -34.3% vs XIJN -4.7%.

Should I hold both VOO and XIJN?

VOO and XIJN have a monthly-return correlation of 0.52, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between VOO and XIJN?

VOO and XIJN share 0 common holdings with a 0.0% weight overlap. Combined, they hold 510 unique securities.

Which pays a higher dividend, VOO or XIJN?

VOO yields 1.09% while XIJN yields 7.01%, so XIJN currently pays the higher dividend yield.

Get Full ETF Analytics

Access complete holdings data, overlap analysis, screener tools, and more with FundXLS.