VOO vs XIMR
Vanguard S&P 500 ETF vs FT Vest US Equity Buffer & Premium Income ETF - March
Quick Verdict
VOO has a lower expense ratio. VOO delivered stronger 1-year returns. VOO offers more diversification with 509 holdings.
Side-by-Side Comparison
| Metric | VOO | XIMR | Winner |
|---|---|---|---|
| Expense Ratio | 0.03% | 0.85% | |
| AUM | $997.4B | $30M | |
| Dividend Yield | 1.08% | 6.51% | |
| Holdings | 509 | 14 | |
| YTD Return | +12.68% | +1.37% | |
| 1Y Return | +21.87% | +3.14% | |
| 3Y Return (annualized) | +22.06% | - | |
| 5Y Return (annualized) | +12.95% | - | |
| Volatility (annualized) | 14.1% | 2.3% | |
| Max Drawdown | -34.3% | -5.1% | |
| Fund Family | Vanguard (US) | First Trust Portfolios (US) | |
| Category | Equity | Alternative | |
| Inception | Sep 7, 2010 | Mar 18, 2024 |
VOO vs XIMR Performance
Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US) and FT Vest US Equity Buffer & Premium Income ETF - March (XIMR) is a ETF from First Trust Portfolios (US). Over the past year VOO returned +21.87% while XIMR returned +3.14%. Year to date, VOO is up 12.68% versus a gain of 1.37% for XIMR.
Risk: Volatility and Drawdowns
VOO has been the more volatile fund, with annualized monthly volatility of 14.1% compared with 2.3% for XIMR. 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 -5.1% for XIMR. 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 0.77. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
VOO charges 0.03% per year while XIMR 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 1.08% against 6.51% for XIMR.
Holdings Overlap
VOO and XIMR share 0 holdings out of 507 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 XIMR?
VOO has an expense ratio of 0.03% while XIMR 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 XIMR?
Over the past year VOO returned +21.87% vs +3.14% for XIMR, so VOO leads on 1-year performance. Over the longest common window we track (2 years), VOO annualized +13.47% vs +5.39% for XIMR. Past performance does not guarantee future results.
Which is riskier, VOO or XIMR?
VOO has been the more volatile fund at 14.1% annualized versus 2.3% for XIMR. Worst drawdown: VOO -34.3% vs XIMR -5.1%.
Should I hold both VOO and XIMR?
VOO and XIMR have a monthly-return correlation of 0.77, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between VOO and XIMR?
VOO and XIMR share 0 common holdings with a 0.0% weight overlap. Combined, they hold 507 unique securities.
Which pays a higher dividend, VOO or XIMR?
VOO yields 1.08% while XIMR yields 6.51%, so XIMR currently pays the higher dividend yield.
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