VOO vs ZINN
Vanguard S&P 500 ETF vs Virtus Zevenbergen Innovative Growth ETF
Which is better, VOO or ZINN?
Large Cap Blend against Large Cap Growth.
VOO has a lower expense ratio. VOO is less concentrated, with 37.6% of the fund in its ten largest positions against 56.0%.
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 | ZINN |
|---|---|---|
| Expense Ratio | 0.03%Best | 0.75% |
| AUM | $997.4B | $128M |
| Dividend Yield | 1.04% | 0.00% |
| Holdings | 509 | 34 |
| YTD Return | +11.01%Best | -6.66% |
| 1Y Return | +15.60% | - |
| 3Y Return (annualized) | +20.82% | - |
| 5Y Return (annualized) | +12.60% | - |
| Top 10 Weight | 37.6%Best | 56.0% |
| Fund Family | Vanguard (US) | Virtus Investment Partners |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Growth |
| Inception | Sep 7, 2010 | Aug 31, 2015 |
Not shown on this pair: Volatility (annualized), Max Drawdown, $10,000 over the window.
VOO vs ZINN 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 is available from the range buttons; it is not the opening view here because over the whole period one of these two funds moves so much further than the other that its line would sit flat on the axis.
VOO vs ZINN Performance
Vanguard S&P 500 ETF (VOO) is an ETF from Vanguard (US) and Virtus Zevenbergen Innovative Growth ETF (ZINN) is an ETF from Virtus Investment Partners. Year to date, VOO is up 11.01% versus a loss of 6.66% for ZINN.
Past performance does not guarantee future results.
Fees and Cost Over Time
VOO charges 0.03% per year while ZINN charges 0.75%. On a $10,000 position that is $3 vs $75 annually, a gap of $72 per year that compounds over a long holding period. On income, VOO currently yields 1.04% against 0.00% for ZINN.
Holdings Overlap
25.4% of VOO's money is in holdings ZINN also owns. 59.9% of ZINN's money is in holdings VOO also owns.
The two portfolios partly overlap.
16 positions in common, counted across the 494 positions we hold weights for in VOO and 34 in ZINN, against full books of 509 and 34.
What only one of them owns
Our book lists 13 positions for ZINN that do not appear in our book for VOO (28.9% of the fund), and 471 for VOO that do not appear in ZINN (73.8%).
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 ZINN | Difference |
|---|---|---|---|
| NVDANvidia Corp | 7.55% | 8.93% | 1.38% |
| AMZNAmazon.Com Inc | 4.13% | 5.14% | 1.01% |
| TSLATesla Inc | 1.36% | 6.71% | 5.35% |
| MSFTMicrosoft Corp | 5.36% | 2.58% | 2.78% |
| AMDAdvanced Micro Devices Inc | 1.21% | 5.70% | 4.49% |
| GOOGAlphabet Inc | 2.62% | 4.24% | 1.62% |
| AXONAxon Enterprise Inc | 0.07% | 5.00% | 4.93% |
| METAMeta Platforms Inc | 1.90% | 2.67% | 0.77% |
| CRWDCrowdstrike Holdings Inc | 0.30% | 3.54% | 3.24% |
| PWRQuanta Services Inc | 0.16% | 3.38% | 3.22% |
59.9% of ZINN 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 ZINN?
VOO has an expense ratio of 0.03% while ZINN charges 0.75%. VOO is the cheaper option, by $72 a year on a $10,000 investment.
What is the holdings overlap between VOO and ZINN?
59.9% of ZINN's money is in holdings VOO also owns. 59.9% of ZINN's is in holdings VOO also owns. They hold 16 positions in common, counted across the 494 positions we hold weights for in VOO and 34 in ZINN.
Which pays a higher dividend, VOO or ZINN?
VOO yields 1.04% while ZINN yields 0.00%, so VOO currently pays the higher dividend yield.
Is ZINN better than VOO?
VOO has a lower expense ratio. VOO is less concentrated, with 37.6% of the fund in its ten largest positions against 56.0%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.