VOO vs YXI

VOO vs YXI
See what your portfolio actually owns
Your funds unpacked, overlap, fees and score, free on screen. The full report is $25, once. Download sample.
X-ray my portfolio free

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

MetricVOOYXIWinner
Expense Ratio0.03%0.95%
AUM$997.4B$5M
Dividend Yield1.08%2.71%
Holdings5096
YTD Return+12.68%+11.58%
1Y Return+21.87%+6.80%
3Y Return (annualized)+22.06%-13.61%
5Y Return (annualized)+12.95%-5.99%
Volatility (annualized)14.1%22.7%
Max Drawdown-34.3%-81.7%
Fund FamilyVanguard (US)ProShares
CategoryEquityAlternative
InceptionSep 7, 2010Mar 16, 2010

VOO vs YXI Performance

Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US) and ProShares Short FTSE China 50 (YXI) is a ETF from ProShares. Over the past year VOO returned +21.87% while YXI returned +6.80%. Year to date, VOO is up 12.68% versus a gain of 11.58% for YXI.

Over three years, VOO compounded at +22.06% per year against -13.61% for YXI; over five years the annualized figures are +12.95% and -5.99% respectively. Across the full 16-year window we track, VOO has the edge at +13.47% annualized vs -8.31%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

YXI has been the more volatile fund, with annualized monthly volatility of 22.7% 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 -81.7% for YXI. 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 -0.38. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

VOO charges 0.03% per year while YXI charges 0.95%. On a $10,000 position that is $3 vs $95 annually, a gap of $92 per year that compounds over a long holding period. On income, VOO currently yields 1.08% against 2.71% for YXI.

Frequently Asked Questions

Which is cheaper, VOO or YXI?

VOO has an expense ratio of 0.03% while YXI charges 0.95%. VOO is the cheaper option. On a $10,000 investment, that is $92 per year of difference.

Which performed better, VOO or YXI?

Over the past year VOO returned +21.87% vs +6.80% for YXI, so VOO leads on 1-year performance. Over the longest common window we track (16 years), VOO annualized +13.47% vs -8.31% for YXI. Past performance does not guarantee future results.

Which is riskier, VOO or YXI?

YXI has been the more volatile fund at 22.7% annualized versus 14.1% for VOO. Worst drawdown: VOO -34.3% vs YXI -81.7%.

Should I hold both VOO and YXI?

VOO and YXI have a monthly-return correlation of -0.38, so combining them can provide real diversification depending on your allocation goals.

Which pays a higher dividend, VOO or YXI?

VOO yields 1.08% while YXI yields 2.71%, so YXI currently pays the higher dividend yield.

Get Full ETF Analytics

Access complete holdings data, overlap analysis, screener tools, and more with FundXLS.

See what your portfolio actually owns
Your funds unpacked, overlap, fees and score, free on screen. The full report is $25, once. Download sample.
X-ray my portfolio free