VOO vs XJUN

VOO vs XJUN

Which is better, VOO or XJUN?

Large Cap Blend against Option Writing.

VOO has a lower expense ratio. VOO led over 1Y, 3Y, 5Y and the full window. The two have moved almost in lockstep, correlation 0.90.

Lower Fees: VOOHigher Returns: VOO

MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.

Side-by-Side Comparison

MetricVOOXJUN
Expense Ratio0.03%Best0.85%
AUM$997.4B$139M
Dividend Yield1.04%0.00%
Holdings50912
YTD Return+12.25%Best+5.25%
1Y Return+17.03%Best+7.46%
3Y Return (annualized)+21.25%Best+10.27%
5Y Return (annualized)+13.08%Best+8.66%
Volatility (annualized)15.7%5.8%Best
Max Drawdown-24.5%-9.1%Best
$10,000 over 5 years$18,490Best$15,148
Fund FamilyVanguard (US)First Trust Portfolios (US)
CategoryEquityAlternative
StyleLarge Cap BlendOption Writing
InceptionSep 7, 2010Jul 12, 2021

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown are measured over the window both funds cover: Jul 13, 2021 to Sep 17, 2026 (5.2 years).

VOO vs XJUN growth

Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 5.2 years both funds cover.

VOO vs XJUN Performance

Vanguard S&P 500 ETF (VOO) is an ETF from Vanguard (US) and FT Vest US Equity Enhance & Moderate Buffer ETF - June (XJUN) is an ETF from First Trust Portfolios (US). Over the past year VOO returned +17.03% while XJUN returned +7.46%. Year to date, VOO is up 12.25% versus a gain of 5.25% for XJUN.

Over three years, VOO compounded at +21.25% per year against +10.27% for XJUN; over five years the annualized figures are +13.08% and +8.66% respectively.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

VOO has been the more volatile fund, with annualized monthly volatility of 15.7% compared with 5.8% for XJUN. 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 -24.5% for VOO and -9.1% for XJUN. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.90. They move almost in lockstep, so holding both mostly duplicates the same exposure.

Fees and Cost Over Time

VOO charges 0.03% per year while XJUN 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 1.04% against 0.00% for XJUN.

You are not choosing between two funds in isolation.

Whichever of VOO and XJUN you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

VOOXJUN

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Frequently Asked Questions

Which is cheaper, VOO or XJUN?

VOO has an expense ratio of 0.03% while XJUN charges 0.85%. VOO is the cheaper option, by $82 a year on a $10,000 investment.

Which performed better, VOO or XJUN?

Over the past year VOO returned +17.03% vs +7.46% for XJUN, so VOO leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, VOO or XJUN?

VOO has been the more volatile fund at 15.7% annualized versus 5.8% for XJUN. Worst drawdown: VOO -24.5% vs XJUN -9.1%.

Should I hold both VOO and XJUN?

VOO and XJUN have a monthly-return correlation of 0.90, so they move almost identically. What is left to separate them is the fee and the index each one tracks. This is information, not a recommendation.

Which pays a higher dividend, VOO or XJUN?

VOO yields 1.04% while XJUN yields 0.00%, so VOO currently pays the higher dividend yield.

Is XJUN better than VOO?

VOO has a lower expense ratio. VOO led over 1Y, 3Y, 5Y and the full window. The two have moved almost in lockstep, correlation 0.90. Which one suits a particular account depends on what it is for. This is information, not a recommendation.