VOO vs XTN

VOO vs XTN

Which is better, VOO or XTN?

Large Cap Blend against Mid Cap Blend.

VOO has a lower expense ratio. VOO led over 3Y, 5Y and the full window, XTN over 1Y. XTN is less concentrated, with 30.2% of the fund in its ten largest positions against 37.6%.

Lower Fees: VOOHigher Returns: splitLess Concentrated: XTN

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

MetricVOOXTN
Expense Ratio0.03%Best0.35%
AUM$997.4B$348M
Dividend Yield1.04%0.70%
Holdings50944
YTD Return+14.14%Best+9.31%
1Y Return+17.31%+19.56%Best
3Y Return (annualized)+23.16%Best+11.41%
5Y Return (annualized)+13.85%Best+4.32%
Volatility (annualized)14.2%Best23.1%
Max Drawdown-34.3%Best-44.9%
$10,000 over 5 years$19,128Best$12,355
Top 10 Weight37.6%30.2%Best
Fund FamilyVanguard (US)State Street Investment Management
CategoryEquityEquity
StyleLarge Cap BlendMid Cap Blend
InceptionSep 7, 2010Jan 26, 2011

Volatility and max drawdown are measured over the window both funds cover: Jan 27, 2011 to Sep 21, 2026 (15.6 years).

VOO vs XTN 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 15.6 years both funds cover.

VOO vs XTN Performance

Vanguard S&P 500 ETF (VOO) is an ETF from Vanguard (US) and State Street SPDR S&P Transportation ETF (XTN) is an ETF from State Street Investment Management. Over the past year VOO returned +17.31% while XTN returned +19.56%. Year to date, VOO is up 14.14% versus a gain of 9.31% for XTN.

Over three years, VOO compounded at +23.16% per year against +11.41% for XTN; over five years the annualized figures are +13.85% and +4.32% respectively. Across the full 16-year window we track, VOO has the edge at +12.68% annualized vs +9.46%.

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 14.2% 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 what each fund did in the worst stretch of the window measured above.

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 1.04% against 0.70% for XTN.

Holdings Overlap

VOO already in XTN1.3%
XTN already in VOO37.6%

1.3% of VOO's money is in holdings XTN also owns. 37.6% of XTN's money is in holdings VOO also owns.

The two portfolios partly overlap.

14 positions in common, counted across the 494 positions we hold weights for in VOO and 44 in XTN, against full books of 509 and 44.

What only one of them owns

Measured across the 494 and 44 positions we hold weights for.

VOO holds 473 positions XTN does not, 97.8% of the fund.

Largest: NVDA 7.55%, AAPL 7.05%, MSFT 5.36%, AMZN 4.13%, GOOGL 3.24%

Top Shared Holdings

StockWeight in VOOWeight in XTNDifference
UNPUnion Pacific Corp0.27%3.02%2.75%
UBERUber Technologies Inc0.22%2.96%2.74%
EXPDExpeditors International Of Washington Inc0.03%3.10%3.07%
NSCNorfolk Southern Corp0.12%2.98%2.86%
CSXCsx Corp.0.15%2.93%2.78%
UALUnited Airlines Holdings Inc.0.06%2.83%2.77%
FDXFedex Corp0.10%2.76%2.66%
UPSUnited Parcel Service, Inc0.12%2.71%2.59%
DALDl Co., Ltd.0.09%2.74%2.65%
JBHTJb Hunt Transport Services Inc.0.03%2.54%2.51%

37.6% of XTN is already inside VOO.

You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.

VOOXTN

Free for up to 10 holdings. No account needed.

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, by $32 a year on a $10,000 investment.

Which performed better, VOO or XTN?

Over the past year VOO returned +17.31% vs +19.56% for XTN, so XTN leads on 1-year performance. Over the longest common window we track (16 years), VOO annualized +12.68% vs +9.46% for XTN. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, VOO or XTN?

XTN has been the more volatile fund at 23.1% annualized versus 14.2% 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 their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.

What is the holdings overlap between VOO and XTN?

37.6% of XTN's money is in holdings VOO also owns. 37.6% of XTN's is in holdings VOO also owns. They hold 14 positions in common, counted across the 494 positions we hold weights for in VOO and 44 in XTN.

Which pays a higher dividend, VOO or XTN?

VOO yields 1.04% while XTN yields 0.70%, so VOO currently pays the higher dividend yield.

Is XTN better than VOO?

VOO has a lower expense ratio. VOO led over 3Y, 5Y and the full window, XTN over 1Y. XTN is less concentrated, with 30.2% of the fund in its ten largest positions against 37.6%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.