VOO vs XVV
Vanguard S&P 500 ETF vs iShares ESG Select Screened S&P 500 ETF
Which is better, VOO or XVV?
Nearly the same fund. VOO costs less.
VOO has a lower expense ratio. VOO led over 1Y, 3Y, 5Y and the full window. The two have moved almost in lockstep, correlation 1.00. VOO is less concentrated, with 37.6% of the fund in its ten largest positions against 42.2%.
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 | XVV |
|---|---|---|
| Expense Ratio | 0.03%Best | 0.08% |
| AUM | $997.4B | $677M |
| Dividend Yield | 1.04% | 0.90% |
| Holdings | 509 | 448 |
| YTD Return | +14.14%Best | +12.37% |
| 1Y Return | +17.31%Best | +14.75% |
| 3Y Return (annualized) | +23.16%Best | +22.90% |
| 5Y Return (annualized) | +13.85%Best | +13.21% |
| Volatility (annualized) | 15.3%Best | 16.0% |
| Max Drawdown | -24.5%Best | -27.2% |
| $10,000 over 5 years | $19,128Best | $18,596 |
| Top 10 Weight | 37.6%Best | 42.2% |
| Fund Family | Vanguard (US) | iShares by BlackRock (US) |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Blend |
| Inception | Sep 7, 2010 | Sep 22, 2020 |
Volatility and max drawdown are measured over the window both funds cover: Sep 24, 2020 to Sep 21, 2026 (6 years).
VOO vs XVV 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 6 years both funds cover.
VOO vs XVV Performance
Vanguard S&P 500 ETF (VOO) is an ETF from Vanguard (US) and iShares ESG Select Screened S&P 500 ETF (XVV) is an ETF from iShares by BlackRock (US). Over the past year VOO returned +17.31% while XVV returned +14.75%. Year to date, VOO is up 14.14% versus a gain of 12.37% for XVV.
Over three years, VOO compounded at +23.16% per year against +22.90% for XVV; over five years the annualized figures are +13.85% and +13.21% respectively. Across the full 6-year window we track, VOO has the edge at +17.15% annualized vs +16.77%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
XVV has been the more volatile fund, with annualized monthly volatility of 16.0% compared with 15.3% 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 -24.5% for VOO and -27.2% for XVV. Drawdown depth is what each fund did in the worst stretch of the window measured above.
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 1.04% against 0.90% for XVV.
Holdings Overlap
88.3% of VOO's money is in holdings XVV also owns. 98.9% of XVV's money is in holdings VOO also owns.
Most of XVV is already inside VOO. Owning both mostly buys the same companies twice.
422 positions in common, counted across the 494 positions we hold weights for in VOO and 435 in XVV, against full books of 509 and 448.
What only one of them owns
Our book lists 12 positions for XVV that do not appear in our book for VOO (0.6% of the fund), and 69 for VOO that do not appear in XVV (11.0%).
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 XVV | Difference |
|---|---|---|---|
| NVDANvidia Corp | 7.55% | 9.02% | 1.47% |
| AAPLApple, Inc | 7.05% | 7.85% | 0.80% |
| MSFTMicrosoft Corp | 5.36% | 6.36% | 1.00% |
| AMZNAmazon.Com Inc | 4.13% | 4.29% | 0.16% |
| GOOGLAlphabet Inc,class A | 3.24% | 3.36% | 0.12% |
| AVGOBroadcom Inc | 2.86% | 2.96% | 0.10% |
| GOOGAlphabet Inc | 2.62% | 2.67% | 0.05% |
| METAMeta Platforms Inc | 1.90% | 2.12% | 0.22% |
| MUMicron Technology, Inc. | 1.44% | 1.82% | 0.38% |
| TSLATesla Inc | 1.36% | 1.75% | 0.39% |
98.9% of XVV 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 XVV?
VOO has an expense ratio of 0.03% while XVV charges 0.08%. VOO is the cheaper option, by $5 a year on a $10,000 investment.
Which performed better, VOO or XVV?
Over the past year VOO returned +17.31% vs +14.75% for XVV, so VOO leads on 1-year performance. Over the longest common window we track (6 years), VOO annualized +17.15% vs +16.77% for XVV. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, VOO or XVV?
XVV has been the more volatile fund at 16.0% annualized versus 15.3% for VOO. Worst drawdown: VOO -24.5% 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. What is left to separate them is the fee and the index each one tracks. This is information, not a recommendation.
What is the holdings overlap between VOO and XVV?
98.9% of XVV's money is in holdings VOO also owns. 98.9% of XVV's is in holdings VOO also owns. They hold 422 positions in common, counted across the 494 positions we hold weights for in VOO and 435 in XVV.
Which pays a higher dividend, VOO or XVV?
VOO yields 1.04% while XVV yields 0.90%, so VOO currently pays the higher dividend yield.
Is XVV better than VOO?
VOO has a lower expense ratio. VOO led over 1Y, 3Y, 5Y and the full window. The two have moved almost in lockstep, correlation 1.00. VOO is less concentrated, with 37.6% of the fund in its ten largest positions against 42.2%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.