VOO vs XTJA

Quick Verdict

VOO has a lower expense ratio. VOO delivered stronger 1-year returns. VOO offers more diversification with 505 holdings.

Lower Fees: VOOHigher Returns: VOOMore Diversified: VOO

Side-by-Side Comparison

MetricVOOXTJAWinner
Expense Ratio0.03%0.79%
AUM$979.0B$21M
Dividend Yield1.09%0.00%
Holdings5095
YTD Return+13.79%+10.09%
1Y Return+23.01%+15.89%
3Y Return (annualized)+21.78%+14.73%
5Y Return (annualized)+13.39%-
Volatility (annualized)14.1%13.8%
Max Drawdown-34.3%-26.2%
Fund FamilyVanguard (US)Innovator ETFs Trust
CategoryEquityAlternative
InceptionSep 7, 2010Dec 31, 2021

VOO vs XTJA Performance

Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US) and Innovator US Equity Accelerated Plus ETF - January (XTJA) is a ETF from Innovator ETFs Trust. Over the past year VOO returned +23.01% while XTJA returned +15.89%. Year to date, VOO is up 13.79% versus a gain of 10.09% for XTJA.

Over three years, VOO compounded at +21.78% per year against +14.73% for XTJA. Across the full 5-year window we track, VOO has the edge at +13.57% annualized vs +7.60%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

VOO has been the more volatile fund, with annualized monthly volatility of 14.1% compared with 13.8% for XTJA. 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 -26.2% for XTJA. 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 0.93. They move almost in lockstep, so holding both mostly duplicates the same exposure.

Fees and Cost Over Time

VOO charges 0.03% per year while XTJA charges 0.79%. On a $10,000 position that is $3 vs $79 annually, a gap of $76 per year that compounds over a long holding period. On income, VOO currently yields 1.09% against 0.00% for XTJA.

Frequently Asked Questions

Which is cheaper, VOO or XTJA?

VOO has an expense ratio of 0.03% while XTJA charges 0.79%. VOO is the cheaper option. On a $10,000 investment, that is $76 per year of difference.

Which performed better, VOO or XTJA?

Over the past year VOO returned +23.01% vs +15.89% for XTJA, so VOO leads on 1-year performance. Over the longest common window we track (5 years), VOO annualized +13.57% vs +7.60% for XTJA. Past performance does not guarantee future results.

Which is riskier, VOO or XTJA?

VOO has been the more volatile fund at 14.1% annualized versus 13.8% for XTJA. Worst drawdown: VOO -34.3% vs XTJA -26.2%.

Should I hold both VOO and XTJA?

VOO and XTJA have a monthly-return correlation of 0.93, so they move almost identically. Holding both adds little diversification - most investors pick one, usually on fees or the specific index tracked.

Which pays a higher dividend, VOO or XTJA?

VOO yields 1.09% while XTJA yields 0.00%, so VOO currently pays the higher dividend yield.

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