VOO vs XOP

Quick Verdict

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

Lower Fees: VOOHigher Returns: XOPMore Diversified: VOO

Side-by-Side Comparison

MetricVOOXOPWinner
Expense Ratio0.03%0.35%
AUM$979.0B$3.5B
Dividend Yield1.09%2.11%
Holdings50953
YTD Return+14.48%+40.18%
1Y Return+22.02%+46.75%
3Y Return (annualized)+21.80%+8.95%
5Y Return (annualized)+13.36%+20.13%
Volatility (annualized)14.2%37.1%
Max Drawdown-34.3%-91.0%
Fund FamilyVanguard (US)State Street Investment Management
CategoryEquityEquity
InceptionSep 7, 2010Jun 19, 2006

VOO vs XOP Performance

Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US) and State Street SPDR S&P Oil & Gas Exploration & Production ETF (XOP) is a ETF from State Street Investment Management. Over the past year VOO returned +22.02% while XOP returned +46.75%. Year to date, VOO is up 14.48% versus a gain of 40.18% for XOP.

Over three years, VOO compounded at +21.80% per year against +8.95% for XOP; over five years the annualized figures are +13.36% and +20.13% respectively. Across the full 16-year window we track, VOO has the edge at +13.61% annualized vs +1.92%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

XOP has been the more volatile fund, with annualized monthly volatility of 37.1% compared with 14.2% 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 -91.0% for XOP. 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 0.56. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

VOO charges 0.03% per year while XOP charges 0.35%. On a $10,000 position that is $3 vs $35 annually, a gap of $32 per year that compounds over a long holding period. On income, VOO currently yields 1.09% against 2.11% for XOP.

Holdings Overlap

2.3%overlap

VOO and XOP share 14 holdings out of 543 unique holdings combined, representing a 2.3% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in VOOWeight in XOPDifference
XOM0.88%2.47%1.59%
VLO0.12%2.85%2.73%
TPL0.04%2.92%2.88%
MPCProProPro
CVXProProPro
PSXProProPro
CHKProProPro
EQTProProPro
EOGProProPro
COPProProPro
FundXLS Pro
See the top 10 holdings VOO shares with XOP
Exact weights in each fund and the difference, for every position in this table.
X-ray my whole portfolio$45/quarter Pro · Cancel anytime

Frequently Asked Questions

Which is cheaper, VOO or XOP?

VOO has an expense ratio of 0.03% while XOP charges 0.35%. VOO is the cheaper option. On a $10,000 investment, that is $32 per year of difference.

Which performed better, VOO or XOP?

Over the past year VOO returned +22.02% vs +46.75% for XOP, so XOP leads on 1-year performance. Over the longest common window we track (16 years), VOO annualized +13.61% vs +1.92% for XOP. Past performance does not guarantee future results.

Which is riskier, VOO or XOP?

XOP has been the more volatile fund at 37.1% annualized versus 14.2% for VOO. Worst drawdown: VOO -34.3% vs XOP -91.0%.

Should I hold both VOO and XOP?

VOO and XOP have a monthly-return correlation of 0.56, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between VOO and XOP?

VOO and XOP share 14 common holdings with a 2.3% weight overlap. Combined, they hold 543 unique securities.

Which pays a higher dividend, VOO or XOP?

VOO yields 1.09% while XOP yields 2.11%, so XOP currently pays the higher dividend yield.

Get Full ETF Analytics

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