VOO vs XTRE
Vanguard S&P 500 ETF vs BondBloxx Bloomberg Three Year Target Duration US Treasury ETF
Quick Verdict
VOO has a lower expense ratio. VOO delivered stronger 1-year returns. VOO offers more diversification with 505 holdings.
Side-by-Side Comparison
| Metric | VOO | XTRE | Winner |
|---|---|---|---|
| Expense Ratio | 0.03% | 0.05% | |
| AUM | $979.0B | $164M | |
| Dividend Yield | 1.09% | 3.94% | |
| Holdings | 509 | 75 | |
| YTD Return | +13.79% | -0.17% | |
| 1Y Return | +23.01% | +1.77% | |
| 3Y Return (annualized) | +21.78% | +3.94% | |
| 5Y Return (annualized) | +13.39% | - | |
| Volatility (annualized) | 14.1% | 3.0% | |
| Max Drawdown | -34.3% | -2.9% | |
| Fund Family | Vanguard (US) | BondBloxx | |
| Category | Equity | Fixed Income | |
| Inception | Sep 7, 2010 | Sep 13, 2022 |
VOO vs XTRE Performance
Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US) and BondBloxx Bloomberg Three Year Target Duration US Treasury ETF (XTRE) is a ETF from BondBloxx. Over the past year VOO returned +23.01% while XTRE returned +1.77%. Year to date, VOO is up 13.79% versus a loss of 0.17% for XTRE.
Over three years, VOO compounded at +21.78% per year against +3.94% for XTRE. Across the full 4-year window we track, VOO has the edge at +13.57% annualized vs +3.29%. 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 3.0% for XTRE. 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 -2.9% for XTRE. 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 0.31. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
VOO charges 0.03% per year while XTRE charges 0.05%. On a $10,000 position that is $3 vs $5 annually, a gap of $2 per year that compounds over a long holding period. On income, VOO currently yields 1.09% against 3.94% for XTRE.
Holdings Overlap
VOO and XTRE share 0 holdings out of 570 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 XTRE?
VOO has an expense ratio of 0.03% while XTRE charges 0.05%. VOO is the cheaper option. On a $10,000 investment, that is $2 per year of difference.
Which performed better, VOO or XTRE?
Over the past year VOO returned +23.01% vs +1.77% for XTRE, so VOO leads on 1-year performance. Over the longest common window we track (4 years), VOO annualized +13.57% vs +3.29% for XTRE. Past performance does not guarantee future results.
Which is riskier, VOO or XTRE?
VOO has been the more volatile fund at 14.1% annualized versus 3.0% for XTRE. Worst drawdown: VOO -34.3% vs XTRE -2.9%.
Should I hold both VOO and XTRE?
VOO and XTRE have a monthly-return correlation of 0.31, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between VOO and XTRE?
VOO and XTRE share 0 common holdings with a 0.0% weight overlap. Combined, they hold 570 unique securities.
Which pays a higher dividend, VOO or XTRE?
VOO yields 1.09% while XTRE yields 3.94%, so XTRE currently pays the higher dividend yield.
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