VOO vs XOMZ

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

MetricVOOXOMZWinner
Expense Ratio0.03%1.01%
AUM$979.0B$2M
Dividend Yield1.09%4.36%
Holdings5097
YTD Return+13.80%-21.60%
1Y Return+23.71%-31.53%
3Y Return (annualized)+21.50%-
5Y Return (annualized)+13.44%-
Volatility (annualized)14.1%23.1%
Max Drawdown-34.3%-41.9%
Fund FamilyVanguard (US)Direxion Shares ETF Trust
CategoryEquityAlternative
InceptionSep 7, 2010Apr 23, 2025

VOO vs XOMZ Performance

Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US) and Direxion Daily XOM Bear 1X ETF (XOMZ) is a ETF from Direxion Shares ETF Trust. Over the past year VOO returned +23.71% while XOMZ returned -31.53%. Year to date, VOO is up 13.80% versus a loss of 21.60% for XOMZ.

Risk: Volatility and Drawdowns

XOMZ has been the more volatile fund, with annualized monthly volatility of 23.1% 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 -41.9% for XOMZ. 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 0.78. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

VOO charges 0.03% per year while XOMZ charges 1.01%. On a $10,000 position that is $3 vs $101 annually, a gap of $98 per year that compounds over a long holding period. On income, VOO currently yields 1.09% against 4.36% for XOMZ.

Holdings Overlap

0.0%overlap

VOO and XOMZ 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 XOMZ?

VOO has an expense ratio of 0.03% while XOMZ charges 1.01%. VOO is the cheaper option. On a $10,000 investment, that is $98 per year of difference.

Which performed better, VOO or XOMZ?

Over the past year VOO returned +23.71% vs -31.53% for XOMZ, so VOO leads on 1-year performance. Past performance does not guarantee future results.

Which is riskier, VOO or XOMZ?

XOMZ has been the more volatile fund at 23.1% annualized versus 14.1% for VOO. Worst drawdown: VOO -34.3% vs XOMZ -41.9%.

Should I hold both VOO and XOMZ?

VOO and XOMZ have a monthly-return correlation of 0.78, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between VOO and XOMZ?

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

Which pays a higher dividend, VOO or XOMZ?

VOO yields 1.09% while XOMZ yields 4.36%, so XOMZ currently pays the higher dividend yield.

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