VOO vs XVMS

VOO vs XVMS

Which is better, VOO or XVMS?

Large Cap Blend against Option Writing.

VOO has a lower expense ratio.

Lower Fees: VOO

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

MetricVOOXVMS
Expense Ratio0.03%Best0.85%
AUM$1.0T$2M
Dividend Yield1.06%0.00%
Holdings5061
YTD Return+12.15%Best+3.89%
1Y Return+14.44%-
3Y Return (annualized)+23.10%-
5Y Return (annualized)+12.36%-
Fund FamilyVanguard (US)First Trust Portfolios (US)
CategoryEquityAlternative
StyleLarge Cap BlendOption Writing
InceptionSep 7, 2010Sep 22, 2026

Not shown on this pair: Volatility (annualized), Max Drawdown, $10,000 over the window, Top 10 Weight.

VOO vs XVMS 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 is available from the range buttons; it is not the opening view here because over the whole period one of these two funds moves so much further than the other that its line would sit flat on the axis.

VOO vs XVMS Performance

Vanguard S&P 500 ETF (VOO) is an ETF from Vanguard (US) and FT Vest MSFT & Target Income ETF (XVMS) is an ETF from First Trust Portfolios (US). Year to date, VOO is up 12.15% versus a gain of 3.89% for XVMS.

Past performance does not guarantee future results.

Fees and Cost Over Time

VOO charges 0.03% per year while XVMS charges 0.85%. On a $10,000 position that is $3 vs $85 annually, a gap of $82 per year that compounds over a long holding period. On income, VOO currently yields 1.06% against 0.00% for XVMS.

Holdings Overlap

VOO already in XVMS5.7%

At least 5.7% of VOO's money is in holdings XVMS also owns.

Stated as a floor: for XVMS, our book for it covers 50.2% of that fund, so a holding it does not list is one we cannot count as shared. The real figure is this or higher.

VOO and XVMS share little of their money.

1 positions in common, counted across the 504 positions we hold weights for in VOO and 1 in XVMS, against full books of 506 and 1.

Top Shared Holdings

StockWeight in VOOWeight in XVMSDifference
MSFTMicrosoft Corp5.70%50.21%44.51%

You are not choosing between two funds in isolation.

Whichever of VOO and XVMS you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

VOOXVMS

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Frequently Asked Questions

Which is cheaper, VOO or XVMS?

VOO has an expense ratio of 0.03% while XVMS charges 0.85%. VOO is the cheaper option, by $82 a year on a $10,000 investment.

What is the holdings overlap between VOO and XVMS?

At least 5.7% of VOO's money is in holdings XVMS also owns. Our book for XVMS is partial, so the real figure is this or higher. They hold 1 positions in common, counted across the 504 positions we hold weights for in VOO and 1 in XVMS.

Which pays a higher dividend, VOO or XVMS?

VOO yields 1.06% while XVMS yields 0.00%, so VOO currently pays the higher dividend yield.

Is XVMS better than VOO?

VOO has a lower expense ratio. Which one suits a particular account depends on what it is for. This is information, not a recommendation.