FITZ vs VOO
FITZ vs VOO
Fitz-Gerald Must Have Portfolio ETF vs Vanguard S&P 500 ETF
Quick Verdict
VOO has a lower expense ratio. VOO offers more diversification with 505 holdings.
Side-by-Side Comparison
| Metric | FITZ | VOO | Winner |
|---|---|---|---|
| Expense Ratio | 0.75% | 0.03% | |
| AUM | $81M | $979.0B | |
| Dividend Yield | 0.00% | 1.09% | |
| Holdings | 32 | 509 | |
| YTD Return | +0.87% | +13.80% | |
| 1Y Return | - | +23.71% | |
| 3Y Return (annualized) | - | +21.50% | |
| 5Y Return (annualized) | - | +13.44% | |
| Volatility (annualized) | - | 14.1% | |
| Max Drawdown | -7.4% | -34.3% | |
| Fund Family | XFunds | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | May 27, 2026 | Sep 7, 2010 |
FITZ vs VOO Performance
Fitz-Gerald Must Have Portfolio ETF (FITZ) is a ETF from XFunds and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Year to date, FITZ is up 0.87% versus a gain of 13.80% for VOO.
Risk: Volatility and Drawdowns
The deepest peak-to-trough decline in our data was -7.4% for FITZ and -34.3% for VOO. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
Fees and Cost Over Time
FITZ charges 0.75% per year while VOO charges 0.03%. On a $10,000 position that is $75 vs $3 annually, a gap of $72 per year that compounds over a long holding period. On income, FITZ currently yields 0.00% against 1.09% for VOO.
Holdings Overlap
FITZ and VOO share 26 holdings out of 510 unique holdings combined, representing a 34.0% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Top Shared Holdings
| Stock | Weight in FITZ | Weight in VOO | Difference |
|---|---|---|---|
| NVDA | 5.20% | 7.51% | 2.31% |
| AAPL | 4.91% | 6.59% | 1.68% |
| MSFT | 3.30% | 4.30% | 1.00% |
| JPM:US | Pro | Pro | Pro |
| TSLA | Pro | Pro | Pro |
| AVGO | Pro | Pro | Pro |
| AMD | Pro | Pro | Pro |
| LLY | Pro | Pro | Pro |
| AMZN | Pro | Pro | Pro |
| ABBV | Pro | Pro | Pro |
See all 10 holdings FITZ shares with VOO Exact weights in each fund and the difference, for every overlapping position. Get FundXLS Pro: $29/moFirst 500 subscribers, then $49/mo. Cancel anytime. | |||
Frequently Asked Questions
Which is cheaper, FITZ or VOO?
FITZ has an expense ratio of 0.75% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $72 per year of difference.
What is the holdings overlap between FITZ and VOO?
FITZ and VOO share 26 common holdings with a 34.0% weight overlap. Combined, they hold 510 unique securities.
Which pays a higher dividend, FITZ or VOO?
FITZ yields 0.00% while VOO yields 1.09%, so VOO currently pays the higher dividend yield.
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