VOO vs XTN

Quick Verdict

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

Lower Fees: VOOHigher Returns: XTNMore Diversified: VOO

Side-by-Side Comparison

MetricVOOXTNWinner
Expense Ratio0.03%0.35%
AUM$979.0B$401M
Dividend Yield1.09%0.64%
Holdings50945
YTD Return+13.79%+19.45%
1Y Return+23.01%+38.68%
3Y Return (annualized)+21.78%+10.72%
5Y Return (annualized)+13.39%+6.29%
Volatility (annualized)14.1%23.1%
Max Drawdown-34.3%-44.9%
Fund FamilyVanguard (US)State Street Investment Management
CategoryEquityEquity
InceptionSep 7, 2010Jan 26, 2011

VOO vs XTN Performance

Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US) and State Street SPDR S&P Transportation ETF (XTN) is a ETF from State Street Investment Management. Over the past year VOO returned +23.01% while XTN returned +38.68%. Year to date, VOO is up 13.79% versus a gain of 19.45% for XTN.

Over three years, VOO compounded at +21.78% per year against +10.72% for XTN; over five years the annualized figures are +13.39% and +6.29% respectively. Across the full 16-year window we track, VOO has the edge at +13.57% annualized vs +10.16%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

XTN has been the more volatile fund, with annualized monthly volatility of 23.1% 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 -44.9% for XTN. 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 XTN charges 0.35%. On a $10,000 position that is $3 vs $35 annually, a gap of $32 per year that compounds over a long holding period. On income, VOO currently yields 1.09% against 0.64% for XTN.

Holdings Overlap

0.0%overlap

VOO and XTN share 0 holdings out of 508 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 XTN?

VOO has an expense ratio of 0.03% while XTN charges 0.35%. VOO is the cheaper option. On a $10,000 investment, that is $32 per year of difference.

Which performed better, VOO or XTN?

Over the past year VOO returned +23.01% vs +38.68% for XTN, so XTN leads on 1-year performance. Over the longest common window we track (16 years), VOO annualized +13.57% vs +10.16% for XTN. Past performance does not guarantee future results.

Which is riskier, VOO or XTN?

XTN has been the more volatile fund at 23.1% annualized versus 14.1% for VOO. Worst drawdown: VOO -34.3% vs XTN -44.9%.

Should I hold both VOO and XTN?

VOO and XTN 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 XTN?

VOO and XTN share 0 common holdings with a 0.0% weight overlap. Combined, they hold 508 unique securities.

Which pays a higher dividend, VOO or XTN?

VOO yields 1.09% while XTN yields 0.64%, so VOO currently pays the higher dividend yield.

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