VOO vs XJH
Vanguard S&P 500 ETF vs iShares ESG Select Screened S&P Mid-Cap ETF
Quick Verdict
VOO has a lower expense ratio. XJH delivered stronger 1-year returns. VOO offers more diversification with 509 holdings.
Side-by-Side Comparison
| Metric | VOO | XJH | Winner |
|---|---|---|---|
| Expense Ratio | 0.03% | 0.12% | |
| AUM | $997.4B | $438M | |
| Dividend Yield | 1.08% | 1.09% | |
| Holdings | 509 | 361 | |
| YTD Return | +12.68% | +14.82% | |
| 1Y Return | +21.87% | +22.79% | |
| 3Y Return (annualized) | +22.06% | +15.55% | |
| 5Y Return (annualized) | +12.95% | +8.26% | |
| Volatility (annualized) | 14.1% | 18.4% | |
| Max Drawdown | -34.3% | -25.1% | |
| Fund Family | Vanguard (US) | iShares by BlackRock (US) | |
| Category | Equity | Equity | |
| Inception | Sep 7, 2010 | Sep 22, 2020 |
VOO vs XJH Performance
Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US) and iShares ESG Select Screened S&P Mid-Cap ETF (XJH) is a ETF from iShares by BlackRock (US). Over the past year VOO returned +21.87% while XJH returned +22.79%. Year to date, VOO is up 12.68% versus a gain of 14.82% for XJH.
Over three years, VOO compounded at +22.06% per year against +15.55% for XJH; over five years the annualized figures are +12.95% and +8.26% respectively. Across the full 6-year window we track, XJH has the edge at +14.73% annualized vs +13.47%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
XJH has been the more volatile fund, with annualized monthly volatility of 18.4% 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 -25.1% for XJH. 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 0.87. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
VOO charges 0.03% per year while XJH charges 0.12%. On a $10,000 position that is $3 vs $12 annually, a gap of $9 per year that compounds over a long holding period. On income, VOO currently yields 1.08% against 1.09% for XJH.
Holdings Overlap
VOO and XJH share 0 holdings out of 861 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 XJH?
VOO has an expense ratio of 0.03% while XJH charges 0.12%. VOO is the cheaper option. On a $10,000 investment, that is $9 per year of difference.
Which performed better, VOO or XJH?
Over the past year VOO returned +21.87% vs +22.79% for XJH, so XJH leads on 1-year performance. Over the longest common window we track (6 years), VOO annualized +13.47% vs +14.73% for XJH. Past performance does not guarantee future results.
Which is riskier, VOO or XJH?
XJH has been the more volatile fund at 18.4% annualized versus 14.1% for VOO. Worst drawdown: VOO -34.3% vs XJH -25.1%.
Should I hold both VOO and XJH?
VOO and XJH have a monthly-return correlation of 0.87, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between VOO and XJH?
VOO and XJH share 0 common holdings with a 0.0% weight overlap. Combined, they hold 861 unique securities.
Which pays a higher dividend, VOO or XJH?
VOO yields 1.08% while XJH yields 1.09%, so XJH currently pays the higher dividend yield.
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