ESIX vs VOO
ESIX vs VOO
State Street SPDR S&P SmallCap 600 ESG ETF vs Vanguard S&P 500 ETF
Quick Verdict
VOO has a lower expense ratio. VOO delivered stronger 1-year returns. VOO offers more diversification with 505 holdings.
Side-by-Side Comparison
| Metric | ESIX | VOO | Winner |
|---|---|---|---|
| Expense Ratio | 0.12% | 0.03% | |
| AUM | $8M | $979.0B | |
| Dividend Yield | 1.44% | 1.09% | |
| Holdings | 385 | 509 | |
| YTD Return | +9.97% | +11.51% | |
| 1Y Return | +21.07% | +21.46% | |
| 3Y Return (annualized) | +13.75% | +20.86% | |
| 5Y Return (annualized) | - | +13.01% | |
| Volatility (annualized) | 20.6% | 14.1% | |
| Max Drawdown | -28.1% | -34.3% | |
| Fund Family | State Street Investment Management | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Jan 10, 2022 | Sep 7, 2010 |
ESIX vs VOO Performance
State Street SPDR S&P SmallCap 600 ESG ETF (ESIX) is a ETF from State Street Investment Management and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year ESIX returned +21.07% while VOO returned +21.46%. Year to date, ESIX is up 9.97% versus a gain of 11.51% for VOO.
Over three years, ESIX compounded at +13.75% per year against +20.86% for VOO. Across the full 4-year window we track, VOO has the edge at +13.44% annualized vs +4.96%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
ESIX has been the more volatile fund, with annualized monthly volatility of 20.6% 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 -28.1% for ESIX and -34.3% for VOO. 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 0.80. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
ESIX charges 0.12% per year while VOO charges 0.03%. On a $10,000 position that is $12 vs $3 annually, a gap of $9 per year that compounds over a long holding period. On income, ESIX currently yields 1.44% against 1.09% for VOO.
Holdings Overlap
ESIX and VOO share 0 holdings out of 885 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, ESIX or VOO?
ESIX has an expense ratio of 0.12% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $9 per year of difference.
Which performed better, ESIX or VOO?
Over the past year ESIX returned +21.07% vs +21.46% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (4 years), ESIX annualized +4.96% vs +13.44% for VOO. Past performance does not guarantee future results.
Which is riskier, ESIX or VOO?
ESIX has been the more volatile fund at 20.6% annualized versus 14.1% for VOO. Worst drawdown: ESIX -28.1% vs VOO -34.3%.
Should I hold both ESIX and VOO?
ESIX and VOO have a monthly-return correlation of 0.80, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between ESIX and VOO?
ESIX and VOO share 0 common holdings with a 0.0% weight overlap. Combined, they hold 885 unique securities.
Which pays a higher dividend, ESIX or VOO?
ESIX yields 1.44% while VOO yields 1.09%, so ESIX currently pays the higher dividend yield.
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