VOO vs XRMI
Vanguard S&P 500 ETF vs Global X S&P 500 Risk Managed Income ETF
Which is better, VOO or XRMI?
VOO has been ahead.
VOO has a lower expense ratio. VOO led over 1Y, 3Y, 5Y and the full window. VOO is less concentrated, with 37.6% of the fund in its ten largest positions against 38.1%.
MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.
Side-by-Side Comparison
| Metric | VOO | XRMI |
|---|---|---|
| Expense Ratio | 0.03%Best | 0.60% |
| AUM | $997.4B | $49M |
| Dividend Yield | 1.04% | 12.45% |
| Holdings | 509 | 509 |
| YTD Return | +11.48%Best | +4.79% |
| 1Y Return | +15.94%Best | +9.60% |
| 3Y Return (annualized) | +21.01%Best | +7.75% |
| 5Y Return (annualized) | +12.66%Best | +2.74% |
| Volatility (annualized) | 15.8% | 6.6%Best |
| Max Drawdown | -24.5% | -15.3%Best |
| $10,000 over 5 years | $18,149Best | $11,447 |
| Top 10 Weight | 37.6%Best | 38.1% |
| Fund Family | Vanguard (US) | Global X by mirae Asset |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Blend |
| Inception | Sep 7, 2010 | Aug 25, 2021 |
Volatility and max drawdown are measured over the window both funds cover: Aug 26, 2021 to Sep 15, 2026 (5.1 years).
VOO vs XRMI growth
Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 5.1 years both funds cover.
VOO vs XRMI Performance
Vanguard S&P 500 ETF (VOO) is an ETF from Vanguard (US) and Global X S&P 500 Risk Managed Income ETF (XRMI) is an ETF from Global X by mirae Asset. Over the past year VOO returned +15.94% while XRMI returned +9.60%. Year to date, VOO is up 11.48% versus a gain of 4.79% for XRMI.
Over three years, VOO compounded at +21.01% per year against +7.75% for XRMI; over five years the annualized figures are +12.66% and +2.74% respectively.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
VOO has been the more volatile fund, with annualized monthly volatility of 15.8% compared with 6.6% for XRMI. 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 -24.5% for VOO and -15.3% for XRMI. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.83. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
VOO charges 0.03% per year while XRMI charges 0.60%. On a $10,000 position that is $3 vs $60 annually, a gap of $57 per year that compounds over a long holding period. On income, VOO currently yields 1.04% against 12.45% for XRMI.
Holdings Overlap
98.8% of VOO's money is in holdings XRMI also owns. 99.4% of XRMI's money is in holdings VOO also owns.
Most of XRMI is already inside VOO. Owning both mostly buys the same companies twice.
479 positions in common, counted across the 494 positions we hold weights for in VOO and 490 in XRMI, against full books of 509 and 509.
What only one of them owns
Our book lists 11 positions for XRMI that do not appear in our book for VOO (0.5% of the fund), and 13 for VOO that do not appear in XRMI (0.6%).
Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.
Top Shared Holdings
| Stock | Weight in VOO | Weight in XRMI | Difference |
|---|---|---|---|
| NVDANvidia Corp | 7.55% | 8.07% | 0.52% |
| AAPLApple, Inc | 7.05% | 7.31% | 0.26% |
| MSFTMicrosoft Corp | 5.36% | 5.70% | 0.34% |
| AMZNAmazon.Com Inc | 4.13% | 3.82% | 0.31% |
| GOOGLAlphabet Inc,class A | 3.24% | 3.01% | 0.23% |
| AVGOBroadcom Inc | 2.86% | 2.68% | 0.18% |
| GOOGAlphabet Inc | 2.62% | 2.40% | 0.22% |
| METAMeta Platforms Inc | 1.90% | 1.94% | 0.04% |
| MUMicron Technology, Inc. | 1.44% | 1.61% | 0.17% |
| JPMJpmorgan Chase | 1.46% | 1.45% | 0.01% |
99.4% of XRMI is already inside VOO.
You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, VOO or XRMI?
VOO has an expense ratio of 0.03% while XRMI charges 0.60%. VOO is the cheaper option, by $57 a year on a $10,000 investment.
Which performed better, VOO or XRMI?
Over the past year VOO returned +15.94% vs +9.60% for XRMI, so VOO leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, VOO or XRMI?
VOO has been the more volatile fund at 15.8% annualized versus 6.6% for XRMI. Worst drawdown: VOO -24.5% vs XRMI -15.3%.
Should I hold both VOO and XRMI?
VOO and XRMI have a monthly-return correlation of 0.83, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
What is the holdings overlap between VOO and XRMI?
99.4% of XRMI's money is in holdings VOO also owns. 99.4% of XRMI's is in holdings VOO also owns. They hold 479 positions in common, counted across the 494 positions we hold weights for in VOO and 490 in XRMI.
Which pays a higher dividend, VOO or XRMI?
VOO yields 1.04% while XRMI yields 12.45%, so XRMI currently pays the higher dividend yield.
Is XRMI better than VOO?
VOO has a lower expense ratio. VOO led over 1Y, 3Y, 5Y and the full window. VOO is less concentrated, with 37.6% of the fund in its ten largest positions against 38.1%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.