VOO vs XSHQ
Vanguard S&P 500 ETF vs Invesco S&P SmallCap Quality ETF
Which is better, VOO or XSHQ?
Large Cap Blend against Small Cap Blend.
VOO has a lower expense ratio. VOO led over 1Y, 3Y, 5Y and the full window. XSHQ is less concentrated, with 22.0% of the fund in its ten largest positions against 36.4%.
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 | XSHQ |
|---|---|---|
| Expense Ratio | 0.03%Best | 0.29% |
| AUM | $997.4B | $297M |
| Dividend Yield | 1.04% | 1.18% |
| Holdings | 509 | 122 |
| YTD Return | +12.50%Best | +10.41% |
| 1Y Return | +17.58%Best | +5.28% |
| 3Y Return (annualized) | +21.27%Best | +10.08% |
| 5Y Return (annualized) | +12.95%Best | +6.54% |
| Volatility (annualized) | 15.8%Best | 19.1% |
| Max Drawdown | -34.3%Best | -38.3% |
| $10,000 over 5 years | $18,384Best | $13,727 |
| Top 10 Weight | 36.4% | 22.0%Best |
| Fund Family | Vanguard (US) | Invesco (US) |
| Category | Equity | Equity |
| Style | Large Cap Blend | Small Cap Blend |
| Inception | Sep 7, 2010 | Apr 3, 2017 |
Volatility and max drawdown are measured over the window both funds cover: Apr 6, 2017 to Sep 11, 2026 (9.4 years).
VOO vs XSHQ 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 9.4 years both funds cover.
VOO vs XSHQ Performance
Vanguard S&P 500 ETF (VOO) is an ETF from Vanguard (US) and Invesco S&P SmallCap Quality ETF (XSHQ) is an ETF from Invesco (US). Over the past year VOO returned +17.58% while XSHQ returned +5.28%. Year to date, VOO is up 12.50% versus a gain of 10.41% for XSHQ.
Over three years, VOO compounded at +21.27% per year against +10.08% for XSHQ; over five years the annualized figures are +12.95% and +6.54% respectively. Across the full 9-year window we track, VOO has the edge at +14.25% annualized vs +8.47%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
XSHQ has been the more volatile fund, with annualized monthly volatility of 19.1% compared with 15.8% 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 -38.3% for XSHQ. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.79. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
VOO charges 0.03% per year while XSHQ charges 0.29%. On a $10,000 position that is $3 vs $29 annually, a gap of $26 per year that compounds over a long holding period. On income, VOO currently yields 1.04% against 1.18% for XSHQ.
Holdings Overlap
We hold position weights for 505 holdings in VOO and 120 in XSHQ, totalling 99.9% and 100.0% of the two funds. The two books name no position in common, so there is no overlap percentage to show.
0 positions in common, counted across the 505 positions we hold weights for in VOO and 120 in XSHQ, against full books of 509 and 122.
What only one of them owns
Our book lists 113 positions for XSHQ that do not appear in our book for VOO (92.7% of the fund), and 496 for VOO that do not appear in XSHQ (99.4%).
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.
You are not choosing between two funds in isolation.
Whichever of VOO and XSHQ you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, VOO or XSHQ?
VOO has an expense ratio of 0.03% while XSHQ charges 0.29%. VOO is the cheaper option, by $26 a year on a $10,000 investment.
Which performed better, VOO or XSHQ?
Over the past year VOO returned +17.58% vs +5.28% for XSHQ, so VOO leads on 1-year performance. Over the longest common window we track (9 years), VOO annualized +14.25% vs +8.47% for XSHQ. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, VOO or XSHQ?
XSHQ has been the more volatile fund at 19.1% annualized versus 15.8% for VOO. Worst drawdown: VOO -34.3% vs XSHQ -38.3%.
Should I hold both VOO and XSHQ?
VOO and XSHQ have a monthly-return correlation of 0.79, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
Which pays a higher dividend, VOO or XSHQ?
VOO yields 1.04% while XSHQ yields 1.18%, so XSHQ currently pays the higher dividend yield.
Is XSHQ better than VOO?
VOO has a lower expense ratio. VOO led over 1Y, 3Y, 5Y and the full window. XSHQ is less concentrated, with 22.0% of the fund in its ten largest positions against 36.4%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.