VOO vs XUDV
Vanguard S&P 500 ETF vs Franklin US Dividend Booster Index ETF
Which is better, VOO or XUDV?
Large Cap Blend against Large Cap Value.
VOO has a lower expense ratio. XUDV led over 1Y and the full window. VOO is less concentrated, with 37.6% of the fund in its ten largest positions against 44.8%.
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
| Metric | VOO | XUDV |
|---|---|---|
| Expense Ratio | 0.03%Best | 0.09% |
| AUM | $1.0T | $76M |
| Dividend Yield | 1.04% | 3.23% |
| Holdings | 506 | 97 |
| YTD Return | +13.59% | +20.41%Best |
| 1Y Return | +16.33% | +21.61%Best |
| 3Y Return (annualized) | +23.81% | - |
| 5Y Return (annualized) | +14.02% | - |
| Volatility (annualized) | 12.6% | 11.6%Best |
| Max Drawdown | -18.7% | -16.0%Best |
| $10,000 over 1.7 years | $12,906 | $13,198Best |
| Top 10 Weight | 37.6%Best | 44.8% |
| Fund Family | Vanguard (US) | Franklin Templeton Investments (US) |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Value |
| Inception | Sep 7, 2010 | Jan 21, 2025 |
Volatility and max drawdown, and the $10,000 over 1.7 years row, are measured over the window both funds cover: Jan 23, 2025 to Oct 2, 2026 (1.7 years).
VOO vs XUDV 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 1.7 years both funds cover.
VOO vs XUDV Performance
Vanguard S&P 500 ETF (VOO) is an ETF from Vanguard (US) and Franklin US Dividend Booster Index ETF (XUDV) is an ETF from Franklin Templeton Investments (US). Over the past year VOO returned +16.33% while XUDV returned +21.61%. Year to date, VOO is up 13.59% versus a gain of 20.41% for XUDV.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
VOO has been the more volatile fund, with annualized monthly volatility of 12.6% compared with 11.6% for XUDV. 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 -18.7% for VOO and -16.0% for XUDV. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.66. They move together some of the time, and apart the rest.
Fees and Cost Over Time
VOO charges 0.03% per year while XUDV charges 0.09%. On a $10,000 position that is $3 vs $9 annually, a gap of $6 per year that compounds over a long holding period. On income, VOO currently yields 1.04% against 3.23% for XUDV.
Holdings Overlap
15.0% of VOO's money is in holdings XUDV also owns. 95.9% of XUDV's money is in holdings VOO also owns.
Most of XUDV is already inside VOO. Owning both mostly buys the same companies twice.
The two holdings books were reported 46 days apart, VOO as of Jul 31, 2026 and XUDV as of Sep 15, 2026, so some of the difference between them is the time between the two reports rather than the funds.
83 positions in common, counted across the 494 positions we hold weights for in VOO and 92 in XUDV, against full books of 506 and 97.
What only one of them owns
Our book lists 8 positions for XUDV that do not appear in our book for VOO (3.8% of the fund), and 404 for VOO that do not appear in XUDV (84.1%).
Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.
Top Shared Holdings
| Stock | Weight in VOO | Weight in XUDV | Difference |
|---|---|---|---|
| PFEPfizer Inc | 0.22% | 5.09% | 4.87% |
| VZVerizon Communications Inc Vz | 0.30% | 4.80% | 4.50% |
| HPQHP Inc | 0.04% | 4.65% | 4.61% |
| KHCKraft Heinz Co. | 0.03% | 4.61% | 4.58% |
| BBYBest Buy Co Inc | 0.03% | 4.59% | 4.56% |
| UPSUnited Parcel Service, Inc | 0.12% | 4.44% | 4.32% |
| GISGeneral Mills In | 0.03% | 4.45% | 4.42% |
| MOAltria Group Inc. | 0.18% | 4.19% | 4.01% |
| PAYXPaychex, Inc. | 0.06% | 4.22% | 4.16% |
| OKEOneok | 0.09% | 3.76% | 3.67% |
95.9% of XUDV 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.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, VOO or XUDV?
VOO has an expense ratio of 0.03% while XUDV charges 0.09%. VOO is the cheaper option, by $6 a year on a $10,000 investment.
Which performed better, VOO or XUDV?
Over the past year VOO returned +16.33% vs +21.61% for XUDV, so XUDV leads on 1-year performance. Over the longest common window we track (2 years), VOO annualized +16.19% vs +17.73% for XUDV. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, VOO or XUDV?
VOO has been the more volatile fund at 12.6% annualized versus 11.6% for XUDV. Worst drawdown: VOO -18.7% vs XUDV -16.0%.
Should I hold both VOO and XUDV?
VOO and XUDV have a monthly-return correlation of 0.66, 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 XUDV?
95.9% of XUDV's money is in holdings VOO also owns. 95.9% of XUDV's is in holdings VOO also owns. They hold 83 positions in common, counted across the 494 positions we hold weights for in VOO and 92 in XUDV.
Which pays a higher dividend, VOO or XUDV?
VOO yields 1.04% while XUDV yields 3.23%, so XUDV currently pays the higher dividend yield.
Is XUDV better than VOO?
VOO has a lower expense ratio. XUDV led over 1Y and the full window. VOO is less concentrated, with 37.6% of the fund in its ten largest positions against 44.8%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.