VOO vs XNOV

VOO vs XNOV
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Quick Verdict

VOO has a lower expense ratio. VOO delivered stronger 1-year returns. VOO offers more diversification with 509 holdings.

Lower Fees: VOOHigher Returns: VOOMore Diversified: VOO

Side-by-Side Comparison

MetricVOOXNOVWinner
Expense Ratio0.03%0.85%
AUM$997.4B$57M
Dividend Yield1.08%0.00%
Holdings5096
YTD Return+12.68%+5.93%
1Y Return+21.87%+11.35%
3Y Return (annualized)+22.06%-
5Y Return (annualized)+12.95%-
Volatility (annualized)14.1%4.3%
Max Drawdown-34.3%-10.0%
Fund FamilyVanguard (US)First Trust Portfolios (US)
CategoryEquityAlternative
InceptionSep 7, 2010Nov 17, 2023

VOO vs XNOV Performance

Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US) and FT Vest US Equity Enhance & Moderate Buffer ETF - November (XNOV) is a ETF from First Trust Portfolios (US). Over the past year VOO returned +21.87% while XNOV returned +11.35%. Year to date, VOO is up 12.68% versus a gain of 5.93% for XNOV.

Risk: Volatility and Drawdowns

VOO has been the more volatile fund, with annualized monthly volatility of 14.1% compared with 4.3% for XNOV. 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 -10.0% for XNOV. 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 0.90. 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 XNOV 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 0.00% for XNOV.

Holdings Overlap

0.0%overlap

VOO and XNOV 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 XNOV?

VOO has an expense ratio of 0.03% while XNOV 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 XNOV?

Over the past year VOO returned +21.87% vs +11.35% for XNOV, so VOO leads on 1-year performance. Over the longest common window we track (3 years), VOO annualized +13.47% vs +10.16% for XNOV. Past performance does not guarantee future results.

Which is riskier, VOO or XNOV?

VOO has been the more volatile fund at 14.1% annualized versus 4.3% for XNOV. Worst drawdown: VOO -34.3% vs XNOV -10.0%.

Should I hold both VOO and XNOV?

VOO and XNOV have a monthly-return correlation of 0.90, so they move almost identically. Holding both adds little diversification - most investors pick one, usually on fees or the specific index tracked.

What is the holdings overlap between VOO and XNOV?

VOO and XNOV share 0 common holdings with a 0.0% weight overlap. Combined, they hold 506 unique securities.

Which pays a higher dividend, VOO or XNOV?

VOO yields 1.08% while XNOV yields 0.00%, so VOO currently pays the higher dividend yield.

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