VOO vs XSMO
Vanguard S&P 500 ETF vs Invesco S&P SmallCap Momentum ETF
Quick Verdict
VOO has a lower expense ratio. XSMO delivered stronger 1-year returns. VOO offers more diversification with 509 holdings.
Side-by-Side Comparison
| Metric | VOO | XSMO | Winner |
|---|---|---|---|
| Expense Ratio | 0.03% | 0.36% | |
| AUM | $997.4B | $3.1B | |
| Dividend Yield | 1.08% | 0.55% | |
| Holdings | 509 | 113 | |
| YTD Return | +12.68% | +18.39% | |
| 1Y Return | +21.87% | +23.23% | |
| 3Y Return (annualized) | +22.06% | +21.37% | |
| 5Y Return (annualized) | +12.95% | +11.31% | |
| Volatility (annualized) | 14.1% | 275.0% | |
| Max Drawdown | -34.3% | -78.8% | |
| Fund Family | Vanguard (US) | Invesco (US) | |
| Category | Equity | Equity | |
| Inception | Sep 7, 2010 | Mar 3, 2005 |
VOO vs XSMO Performance
Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US) and Invesco S&P SmallCap Momentum ETF (XSMO) is a ETF from Invesco (US). Over the past year VOO returned +21.87% while XSMO returned +23.23%. Year to date, VOO is up 12.68% versus a gain of 18.39% for XSMO.
Over three years, VOO compounded at +22.06% per year against +21.37% for XSMO; over five years the annualized figures are +12.95% and +11.31% respectively. Across the full 16-year window we track, XSMO has the edge at +14.79% annualized vs +13.47%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
XSMO has been the more volatile fund, with annualized monthly volatility of 275.0% 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 -78.8% for XSMO. 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 0.82. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
VOO charges 0.03% per year while XSMO charges 0.36%. On a $10,000 position that is $3 vs $36 annually, a gap of $33 per year that compounds over a long holding period. On income, VOO currently yields 1.08% against 0.55% for XSMO.
Holdings Overlap
VOO and XSMO share 0 holdings out of 616 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 XSMO?
VOO has an expense ratio of 0.03% while XSMO charges 0.36%. VOO is the cheaper option. On a $10,000 investment, that is $33 per year of difference.
Which performed better, VOO or XSMO?
Over the past year VOO returned +21.87% vs +23.23% for XSMO, so XSMO leads on 1-year performance. Over the longest common window we track (16 years), VOO annualized +13.47% vs +14.79% for XSMO. Past performance does not guarantee future results.
Which is riskier, VOO or XSMO?
XSMO has been the more volatile fund at 275.0% annualized versus 14.1% for VOO. Worst drawdown: VOO -34.3% vs XSMO -78.8%.
Should I hold both VOO and XSMO?
VOO and XSMO have a monthly-return correlation of 0.82, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between VOO and XSMO?
VOO and XSMO share 0 common holdings with a 0.0% weight overlap. Combined, they hold 616 unique securities.
Which pays a higher dividend, VOO or XSMO?
VOO yields 1.08% while XSMO yields 0.55%, so VOO currently pays the higher dividend yield.
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