VOO vs XSVM
Vanguard S&P 500 ETF vs Invesco S&P SmallCap Value with Momentum ETF
Quick Verdict
VOO has a lower expense ratio. XSVM delivered stronger 1-year returns. VOO offers more diversification with 509 holdings.
Side-by-Side Comparison
| Metric | VOO | XSVM | Winner |
|---|---|---|---|
| Expense Ratio | 0.03% | 0.37% | |
| AUM | $997.4B | $671M | |
| Dividend Yield | 1.08% | 1.74% | |
| Holdings | 509 | 122 | |
| YTD Return | +13.20% | +23.33% | |
| 1Y Return | +21.62% | +29.52% | |
| 3Y Return (annualized) | +22.16% | +15.34% | |
| 5Y Return (annualized) | +13.42% | +9.75% | |
| Volatility (annualized) | 14.1% | 21.8% | |
| Max Drawdown | -34.3% | -64.1% | |
| Fund Family | Vanguard (US) | Invesco (US) | |
| Category | Equity | Equity | |
| Inception | Sep 7, 2010 | Mar 3, 2005 |
VOO vs XSVM Performance
Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US) and Invesco S&P SmallCap Value with Momentum ETF (XSVM) is a ETF from Invesco (US). Over the past year VOO returned +21.62% while XSVM returned +29.52%. Year to date, VOO is up 13.20% versus a gain of 23.33% for XSVM.
Over three years, VOO compounded at +22.16% per year against +15.34% for XSVM; over five years the annualized figures are +13.42% and +9.75% respectively. Across the full 16-year window we track, VOO has the edge at +13.51% annualized vs +7.90%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
XSVM has been the more volatile fund, with annualized monthly volatility of 21.8% 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 -64.1% for XSVM. 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 0.76. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
VOO charges 0.03% per year while XSVM charges 0.37%. On a $10,000 position that is $3 vs $37 annually, a gap of $34 per year that compounds over a long holding period. On income, VOO currently yields 1.08% against 1.74% for XSVM.
Holdings Overlap
VOO and XSVM share 0 holdings out of 625 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 XSVM?
VOO has an expense ratio of 0.03% while XSVM charges 0.37%. VOO is the cheaper option. On a $10,000 investment, that is $34 per year of difference.
Which performed better, VOO or XSVM?
Over the past year VOO returned +21.62% vs +29.52% for XSVM, so XSVM leads on 1-year performance. Over the longest common window we track (16 years), VOO annualized +13.51% vs +7.90% for XSVM. Past performance does not guarantee future results.
Which is riskier, VOO or XSVM?
XSVM has been the more volatile fund at 21.8% annualized versus 14.1% for VOO. Worst drawdown: VOO -34.3% vs XSVM -64.1%.
Should I hold both VOO and XSVM?
VOO and XSVM have a monthly-return correlation of 0.76, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between VOO and XSVM?
VOO and XSVM share 0 common holdings with a 0.0% weight overlap. Combined, they hold 625 unique securities.
Which pays a higher dividend, VOO or XSVM?
VOO yields 1.08% while XSVM yields 1.74%, so XSVM currently pays the higher dividend yield.
Popular ETF Comparisons
Get Full ETF Analytics
Access complete holdings data, overlap analysis, screener tools, and more with FundXLS.