VOO vs XYLG

VOO vs XYLG
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Quick Verdict

VOO has a lower expense ratio. VOO delivered stronger 1-year returns. VOO offers more diversification with 509 holdings.

Lower Fees: VOOHigher Returns: VOOMore Diversified: VOO

Side-by-Side Comparison

MetricVOOXYLGWinner
Expense Ratio0.03%0.35%
AUM$997.4B$65M
Dividend Yield1.08%13.11%
Holdings509506
YTD Return+12.68%+10.85%
1Y Return+21.87%+20.53%
3Y Return (annualized)+22.06%+17.22%
5Y Return (annualized)+12.95%+10.21%
Volatility (annualized)14.1%12.1%
Max Drawdown-34.3%-21.3%
Fund FamilyVanguard (US)Global X by mirae Asset
CategoryEquityEquity
InceptionSep 7, 2010Sep 18, 2020

VOO vs XYLG Performance

Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US) and Global X S&P 500 Covered Call & Growth ETF (XYLG) is a ETF from Global X by mirae Asset. Over the past year VOO returned +21.87% while XYLG returned +20.53%. Year to date, VOO is up 12.68% versus a gain of 10.85% for XYLG.

Over three years, VOO compounded at +22.06% per year against +17.22% for XYLG; over five years the annualized figures are +12.95% and +10.21% respectively. Across the full 6-year window we track, VOO has the edge at +13.47% annualized vs +13.16%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

VOO has been the more volatile fund, with annualized monthly volatility of 14.1% compared with 12.1% for XYLG. 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 -21.3% for XYLG. 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 0.98. 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 XYLG charges 0.35%. On a $10,000 position that is $3 vs $35 annually, a gap of $32 per year that compounds over a long holding period. On income, VOO currently yields 1.08% against 13.11% for XYLG.

Holdings Overlap

94.5%overlap

VOO and XYLG share 482 holdings out of 512 unique holdings combined, representing a 94.5% weight overlap.

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

Top Shared Holdings

StockWeight in VOOWeight in XYLGDifference
NVDA7.51%7.86%0.35%
AAPL6.59%6.96%0.37%
MSFT4.30%5.60%1.30%
AMZNProProPro
GOOGLProProPro
AVGOProProPro
GOOGProProPro
METAProProPro
MUProProPro
TSLAProProPro
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Frequently Asked Questions

Which is cheaper, VOO or XYLG?

VOO has an expense ratio of 0.03% while XYLG charges 0.35%. VOO is the cheaper option. On a $10,000 investment, that is $32 per year of difference.

Which performed better, VOO or XYLG?

Over the past year VOO returned +21.87% vs +20.53% for XYLG, so VOO leads on 1-year performance. Over the longest common window we track (6 years), VOO annualized +13.47% vs +13.16% for XYLG. Past performance does not guarantee future results.

Which is riskier, VOO or XYLG?

VOO has been the more volatile fund at 14.1% annualized versus 12.1% for XYLG. Worst drawdown: VOO -34.3% vs XYLG -21.3%.

Should I hold both VOO and XYLG?

VOO and XYLG have a monthly-return correlation of 0.98, 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 XYLG?

VOO and XYLG share 482 common holdings with a 94.5% weight overlap. Combined, they hold 512 unique securities.

Which pays a higher dividend, VOO or XYLG?

VOO yields 1.08% while XYLG yields 13.11%, so XYLG currently pays the higher dividend yield.

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