VOO vs XCLR
VOO vs XCLR
Vanguard S&P 500 ETF vs Global X S&P 500 Collar 95-110 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 | VOO | XCLR | Winner |
|---|---|---|---|
| Expense Ratio | 0.03% | 0.25% | |
| AUM | $979.0B | $4M | |
| Dividend Yield | 1.09% | 12.80% | |
| Holdings | 509 | 509 | |
| YTD Return | +13.80% | +5.19% | |
| 1Y Return | +23.71% | +11.53% | |
| 3Y Return (annualized) | +21.50% | +13.72% | |
| 5Y Return (annualized) | +13.44% | +7.91% | |
| Volatility (annualized) | 14.1% | 10.9% | |
| Max Drawdown | -34.3% | -14.6% | |
| Fund Family | Vanguard (US) | Global X by mirae Asset | |
| Category | Equity | Equity | |
| Inception | Sep 7, 2010 | Aug 25, 2021 |
VOO vs XCLR Performance
Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US) and Global X S&P 500 Collar 95-110 ETF (XCLR) is a ETF from Global X by mirae Asset. Over the past year VOO returned +23.71% while XCLR returned +11.53%. Year to date, VOO is up 13.80% versus a gain of 5.19% for XCLR.
Over three years, VOO compounded at +21.50% per year against +13.72% for XCLR; over five years the annualized figures are +13.44% and +7.91% respectively. Across the full 5-year window we track, VOO has the edge at +13.58% annualized vs +7.91%. 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 10.9% for XCLR. 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 -14.6% for XCLR. 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 0.93. 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 XCLR charges 0.25%. On a $10,000 position that is $3 vs $25 annually, a gap of $22 per year that compounds over a long holding period. On income, VOO currently yields 1.09% against 12.80% for XCLR.
Holdings Overlap
VOO and XCLR share 455 holdings out of 510 unique holdings combined, representing a 49.2% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Top Shared Holdings
| Stock | Weight in VOO | Weight in XCLR | Difference |
|---|---|---|---|
| AMAT | 0.89% | 7.29% | 6.40% |
| NVDA | 7.51% | 0.01% | 7.50% |
| LRCX | 0.84% | 6.38% | 5.54% |
| AAPL | Pro | Pro | Pro |
| WMT | Pro | Pro | Pro |
| CAT | Pro | Pro | Pro |
| MSFT | Pro | Pro | Pro |
| CSCO | Pro | Pro | Pro |
| AMZN | Pro | Pro | Pro |
| ABBV | Pro | Pro | Pro |
See all 10 holdings VOO shares with XCLR 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, VOO or XCLR?
VOO has an expense ratio of 0.03% while XCLR charges 0.25%. VOO is the cheaper option. On a $10,000 investment, that is $22 per year of difference.
Which performed better, VOO or XCLR?
Over the past year VOO returned +23.71% vs +11.53% for XCLR, so VOO leads on 1-year performance. Over the longest common window we track (5 years), VOO annualized +13.58% vs +7.91% for XCLR. Past performance does not guarantee future results.
Which is riskier, VOO or XCLR?
VOO has been the more volatile fund at 14.1% annualized versus 10.9% for XCLR. Worst drawdown: VOO -34.3% vs XCLR -14.6%.
Should I hold both VOO and XCLR?
VOO and XCLR have a monthly-return correlation of 0.93, 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 XCLR?
VOO and XCLR share 455 common holdings with a 49.2% weight overlap. Combined, they hold 510 unique securities.
Which pays a higher dividend, VOO or XCLR?
VOO yields 1.09% while XCLR yields 12.80%, so XCLR currently pays the higher dividend yield.
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