VOO vs XOMO

VOO vs XOMO
See what your portfolio actually owns
Your funds unpacked, overlap, fees and score, free on screen. The full report is $25, once. Download sample.
X-ray my portfolio free

Quick Verdict

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

Lower Fees: VOOHigher Returns: XOMOMore Diversified: VOO

Side-by-Side Comparison

MetricVOOXOMOWinner
Expense Ratio0.03%1.25%
AUM$997.4B$39M
Dividend Yield1.08%37.71%
Holdings50913
YTD Return+12.25%+23.78%
1Y Return+20.92%+36.21%
3Y Return (annualized)+21.79%+9.26%
5Y Return (annualized)+13.05%-
Volatility (annualized)14.1%17.5%
Max Drawdown-34.3%-18.9%
Fund FamilyVanguard (US)YieldMax ETF
CategoryEquityAlternative
InceptionSep 7, 2010Aug 30, 2023

VOO vs XOMO Performance

Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US) and YieldMax XOM Option Income Strategy ETF (XOMO) is a ETF from YieldMax ETF. Over the past year VOO returned +20.92% while XOMO returned +36.21%. Year to date, VOO is up 12.25% versus a gain of 23.78% for XOMO.

Over three years, VOO compounded at +21.79% per year against +9.26% for XOMO. Across the full 3-year window we track, VOO has the edge at +13.45% annualized vs +9.26%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

XOMO has been the more volatile fund, with annualized monthly volatility of 17.5% 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 -18.9% for XOMO. 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 -0.17. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

VOO charges 0.03% per year while XOMO charges 1.25%. On a $10,000 position that is $3 vs $125 annually, a gap of $122 per year that compounds over a long holding period. On income, VOO currently yields 1.08% against 37.71% for XOMO.

Holdings Overlap

0.0%overlap

VOO and XOMO share 0 holdings out of 508 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 XOMO?

VOO has an expense ratio of 0.03% while XOMO charges 1.25%. VOO is the cheaper option. On a $10,000 investment, that is $122 per year of difference.

Which performed better, VOO or XOMO?

Over the past year VOO returned +20.92% vs +36.21% for XOMO, so XOMO leads on 1-year performance. Over the longest common window we track (3 years), VOO annualized +13.45% vs +9.26% for XOMO. Past performance does not guarantee future results.

Which is riskier, VOO or XOMO?

XOMO has been the more volatile fund at 17.5% annualized versus 14.1% for VOO. Worst drawdown: VOO -34.3% vs XOMO -18.9%.

Should I hold both VOO and XOMO?

VOO and XOMO have a monthly-return correlation of -0.17, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between VOO and XOMO?

VOO and XOMO share 0 common holdings with a 0.0% weight overlap. Combined, they hold 508 unique securities.

Which pays a higher dividend, VOO or XOMO?

VOO yields 1.08% while XOMO yields 37.71%, so XOMO currently pays the higher dividend yield.

Get Full ETF Analytics

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

See what your portfolio actually owns
Your funds unpacked, overlap, fees and score, free on screen. The full report is $25, once. Download sample.
X-ray my portfolio free