VOO vs XVV

Quick Verdict

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

Lower Fees: VOOHigher Returns: VOOMore Diversified: VOO

Side-by-Side Comparison

MetricVOOXVVWinner
Expense Ratio0.03%0.08%
AUM$979.0B$640M
Dividend Yield1.09%0.94%
Holdings509448
YTD Return+13.80%+12.98%
1Y Return+23.71%+22.76%
3Y Return (annualized)+21.50%+21.48%
5Y Return (annualized)+13.44%+13.07%
Volatility (annualized)14.1%16.1%
Max Drawdown-34.3%-27.2%
Fund FamilyVanguard (US)iShares by BlackRock (US)
CategoryEquityEquity
InceptionSep 7, 2010Sep 22, 2020

VOO vs XVV Performance

Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US) and iShares ESG Select Screened S&P 500 ETF (XVV) is a ETF from iShares by BlackRock (US). Over the past year VOO returned +23.71% while XVV returned +22.76%. Year to date, VOO is up 13.80% versus a gain of 12.98% for XVV.

Over three years, VOO compounded at +21.50% per year against +21.48% for XVV; over five years the annualized figures are +13.44% and +13.07% respectively. Across the full 6-year window we track, XVV has the edge at +17.26% annualized vs +13.58%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

XVV has been the more volatile fund, with annualized monthly volatility of 16.1% 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 -27.2% for XVV. 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 1.00. They move almost in lockstep, so holding both mostly duplicates the same exposure.

Fees and Cost Over Time

VOO charges 0.03% per year while XVV charges 0.08%. On a $10,000 position that is $3 vs $8 annually, a gap of $5 per year that compounds over a long holding period. On income, VOO currently yields 1.09% against 0.94% for XVV.

Holdings Overlap

85.9%overlap

VOO and XVV share 429 holdings out of 514 unique holdings combined, representing a 85.9% weight overlap.

High overlap means holding both may not provide much additional diversification.

Top Shared Holdings

StockWeight in VOOWeight in XVVDifference
NVDA7.51%8.19%0.68%
AAPL6.59%7.94%1.35%
MSFT4.30%4.97%0.67%
AMZNProProPro
GOOGLProProPro
AVGOProProPro
GOOGProProPro
METAProProPro
MUProProPro
TSLAProProPro
See all 10 holdings VOO shares with XVV
Exact weights in each fund and the difference, for every overlapping position.
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Frequently Asked Questions

Which is cheaper, VOO or XVV?

VOO has an expense ratio of 0.03% while XVV charges 0.08%. VOO is the cheaper option. On a $10,000 investment, that is $5 per year of difference.

Which performed better, VOO or XVV?

Over the past year VOO returned +23.71% vs +22.76% for XVV, so VOO leads on 1-year performance. Over the longest common window we track (6 years), VOO annualized +13.58% vs +17.26% for XVV. Past performance does not guarantee future results.

Which is riskier, VOO or XVV?

XVV has been the more volatile fund at 16.1% annualized versus 14.1% for VOO. Worst drawdown: VOO -34.3% vs XVV -27.2%.

Should I hold both VOO and XVV?

VOO and XVV have a monthly-return correlation of 1.00, so they move almost identically. Holding both adds little diversification - most investors pick one, usually on fees or the specific index tracked.

What is the holdings overlap between VOO and XVV?

VOO and XVV share 429 common holdings with a 85.9% weight overlap. Combined, they hold 514 unique securities.

Which pays a higher dividend, VOO or XVV?

VOO yields 1.09% while XVV yields 0.94%, so VOO currently pays the higher dividend yield.

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