VOO vs XXV

VOO vs XXV
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Quick Verdict

VOO has a lower expense ratio. VOO offers more diversification with 509 holdings.

Lower Fees: VOOHigher Returns: TiedMore Diversified: VOO

Side-by-Side Comparison

MetricVOOXXVWinner
Expense Ratio0.03%0.85%
AUM$997.4B$53M
Dividend Yield1.08%18.20%
Holdings50950
YTD Return+12.25%+7.76%
1Y Return+20.92%-
3Y Return (annualized)+21.79%-
5Y Return (annualized)+13.05%-
Volatility (annualized)14.1%-
Max Drawdown-34.3%-8.9%
Fund FamilyVanguard (US)Simplify Exchange Traded Funds
CategoryEquityAlternative
InceptionSep 7, 2010Nov 17, 2025

VOO vs XXV Performance

Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US) and Simplify Ancorato Target 25 Distribution ETF (XXV) is a ETF from Simplify Exchange Traded Funds. Year to date, VOO is up 12.25% versus a gain of 7.76% for XXV.

Risk: Volatility and Drawdowns

The deepest peak-to-trough decline in our data was -34.3% for VOO and -8.9% for XXV. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.

Fees and Cost Over Time

VOO charges 0.03% per year while XXV 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 1.08% against 18.20% for XXV.

Holdings Overlap

0.0%overlap

VOO and XXV share 0 holdings out of 506 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 XXV?

VOO has an expense ratio of 0.03% while XXV charges 0.85%. VOO is the cheaper option. On a $10,000 investment, that is $82 per year of difference.

What is the holdings overlap between VOO and XXV?

VOO and XXV share 0 common holdings with a 0.0% weight overlap. Combined, they hold 506 unique securities.

Which pays a higher dividend, VOO or XXV?

VOO yields 1.08% while XXV yields 18.20%, so XXV currently pays the higher dividend yield.

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