VOO vs XMAR
Vanguard S&P 500 ETF vs FT Vest US Equity Enhance & Moderate Buffer ETF - March
Quick Verdict
VOO has a lower expense ratio. VOO delivered stronger 1-year returns. VOO offers more diversification with 505 holdings.
Side-by-Side Comparison
| Metric | VOO | XMAR | Winner |
|---|---|---|---|
| Expense Ratio | 0.03% | 0.85% | |
| AUM | $979.0B | $156M | |
| Dividend Yield | 1.09% | 0.00% | |
| Holdings | 509 | 5 | |
| YTD Return | +13.72% | +8.24% | |
| 1Y Return | +21.63% | +11.57% | |
| 3Y Return (annualized) | +21.55% | +11.02% | |
| 5Y Return (annualized) | +13.26% | - | |
| Volatility (annualized) | 14.1% | 3.3% | |
| Max Drawdown | -34.3% | -7.3% | |
| Fund Family | Vanguard (US) | First Trust Portfolios (US) | |
| Category | Equity | Alternative | |
| Inception | Sep 7, 2010 | Mar 17, 2023 |
VOO vs XMAR Performance
Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US) and FT Vest US Equity Enhance & Moderate Buffer ETF - March (XMAR) is a ETF from First Trust Portfolios (US). Over the past year VOO returned +21.63% while XMAR returned +11.57%. Year to date, VOO is up 13.72% versus a gain of 8.24% for XMAR.
Over three years, VOO compounded at +21.55% per year against +11.02% for XMAR. Across the full 3-year window we track, VOO has the edge at +13.56% annualized vs +11.58%. 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 3.3% for XMAR. 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 -7.3% for XMAR. 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 XMAR 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 0.00% for XMAR.
Holdings Overlap
VOO and XMAR share 0 holdings out of 506 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 XMAR?
VOO has an expense ratio of 0.03% while XMAR 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 XMAR?
Over the past year VOO returned +21.63% vs +11.57% for XMAR, so VOO leads on 1-year performance. Over the longest common window we track (3 years), VOO annualized +13.56% vs +11.58% for XMAR. Past performance does not guarantee future results.
Which is riskier, VOO or XMAR?
VOO has been the more volatile fund at 14.1% annualized versus 3.3% for XMAR. Worst drawdown: VOO -34.3% vs XMAR -7.3%.
Should I hold both VOO and XMAR?
VOO and XMAR 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 XMAR?
VOO and XMAR share 0 common holdings with a 0.0% weight overlap. Combined, they hold 506 unique securities.
Which pays a higher dividend, VOO or XMAR?
VOO yields 1.09% while XMAR yields 0.00%, so VOO currently pays the higher dividend yield.
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