VOO vs XLP

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

MetricVOOXLPWinner
Expense Ratio0.03%0.08%
AUM$979.0B$14.5B
Dividend Yield1.09%2.64%
Holdings50939
YTD Return+13.44%+10.38%
1Y Return+22.62%+5.62%
3Y Return (annualized)+21.47%+7.29%
5Y Return (annualized)+13.27%+6.08%
Volatility (annualized)14.1%12.5%
Max Drawdown-34.3%-37.8%
Fund FamilyVanguard (US)SPDR State Street Global Advisors
CategoryEquityEquity
InceptionSep 7, 2010Dec 16, 1998

VOO vs XLP Performance

Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US) and State Street Consumer Staples Select Sector SPDR ETF (XLP) is a ETF from SPDR State Street Global Advisors. Over the past year VOO returned +22.62% while XLP returned +5.62%. Year to date, VOO is up 13.44% versus a gain of 10.38% for XLP.

Over three years, VOO compounded at +21.47% per year against +7.29% for XLP; over five years the annualized figures are +13.27% and +6.08% respectively. Across the full 16-year window we track, VOO has the edge at +13.55% annualized vs +4.84%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

VOO has been the more volatile fund, with annualized monthly volatility of 14.1% compared with 12.5% for XLP. 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 -37.8% for XLP. 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 0.65. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

VOO charges 0.03% per year while XLP charges 0.08%. On a $10,000 position that is $3 vs $8 annually, a gap of $5 per year that compounds over a long holding period. On income, VOO currently yields 1.09% against 2.64% for XLP.

Holdings Overlap

4.6%overlap

VOO and XLP share 33 holdings out of 507 unique holdings combined, representing a 4.6% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in VOOWeight in XLPDifference
WMT0.77%10.43%9.66%
COST0.64%9.07%8.43%
PG0.53%7.48%6.95%
KOProProPro
PMProProPro
CLProProPro
PEPProProPro
MOProProPro
MNSTProProPro
MDLZProProPro
FundXLS Pro
See all 10 holdings VOO shares with XLP
Exact weights in each fund and the difference, for every overlapping position.
X-ray my whole portfolio$45/quarter Pro · Cancel anytime

Frequently Asked Questions

Which is cheaper, VOO or XLP?

VOO has an expense ratio of 0.03% while XLP charges 0.08%. VOO is the cheaper option. On a $10,000 investment, that is $5 per year of difference.

Which performed better, VOO or XLP?

Over the past year VOO returned +22.62% vs +5.62% for XLP, so VOO leads on 1-year performance. Over the longest common window we track (16 years), VOO annualized +13.55% vs +4.84% for XLP. Past performance does not guarantee future results.

Which is riskier, VOO or XLP?

VOO has been the more volatile fund at 14.1% annualized versus 12.5% for XLP. Worst drawdown: VOO -34.3% vs XLP -37.8%.

Should I hold both VOO and XLP?

VOO and XLP have a monthly-return correlation of 0.65, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between VOO and XLP?

VOO and XLP share 33 common holdings with a 4.6% weight overlap. Combined, they hold 507 unique securities.

Which pays a higher dividend, VOO or XLP?

VOO yields 1.09% while XLP yields 2.64%, so XLP currently pays the higher dividend yield.

Get Full ETF Analytics

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