VOO vs XRMI
VOO vs XRMI
Vanguard S&P 500 ETF vs Global X S&P 500 Risk Managed Income 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 | XRMI | Winner |
|---|---|---|---|
| Expense Ratio | 0.03% | 0.60% | |
| AUM | $979.0B | $50M | |
| Dividend Yield | 1.09% | 12.60% | |
| Holdings | 509 | 510 | |
| YTD Return | +13.53% | +4.31% | |
| 1Y Return | +23.65% | +10.65% | |
| 3Y Return (annualized) | +21.27% | +6.85% | |
| 5Y Return (annualized) | +13.52% | +2.80% | |
| Volatility (annualized) | 14.1% | 6.7% | |
| Max Drawdown | -34.3% | -15.3% | |
| Fund Family | Vanguard (US) | Global X by mirae Asset | |
| Category | Equity | Equity | |
| Inception | Sep 7, 2010 | Aug 25, 2021 |
VOO vs XRMI Performance
Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US) and Global X S&P 500 Risk Managed Income ETF (XRMI) is a ETF from Global X by mirae Asset. Over the past year VOO returned +23.65% while XRMI returned +10.65%. Year to date, VOO is up 13.53% versus a gain of 4.31% for XRMI.
Over three years, VOO compounded at +21.27% per year against +6.85% for XRMI; over five years the annualized figures are +13.52% and +2.80% respectively. Across the full 5-year window we track, VOO has the edge at +13.57% annualized vs +2.80%. 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 6.7% for XRMI. 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 -15.3% for XRMI. 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 0.83. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
VOO charges 0.03% per year while XRMI charges 0.60%. On a $10,000 position that is $3 vs $60 annually, a gap of $57 per year that compounds over a long holding period. On income, VOO currently yields 1.09% against 12.60% for XRMI.
Holdings Overlap
VOO and XRMI share 455 holdings out of 511 unique holdings combined, representing a 49.3% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Top Shared Holdings
| Stock | Weight in VOO | Weight in XRMI | Difference |
|---|---|---|---|
| LRCX | 0.84% | 7.42% | 6.58% |
| NVDA | 7.51% | 0.01% | 7.50% |
| WMT | 0.77% | 6.50% | 5.73% |
| AAPL | Pro | Pro | Pro |
| CAT | Pro | Pro | Pro |
| CSCO | Pro | Pro | Pro |
| MSFT | Pro | Pro | Pro |
| ABBV | Pro | Pro | Pro |
| AMZN | Pro | Pro | Pro |
| COST | Pro | Pro | Pro |
See all 10 holdings VOO shares with XRMI 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 XRMI?
VOO has an expense ratio of 0.03% while XRMI charges 0.60%. VOO is the cheaper option. On a $10,000 investment, that is $57 per year of difference.
Which performed better, VOO or XRMI?
Over the past year VOO returned +23.65% vs +10.65% for XRMI, so VOO leads on 1-year performance. Over the longest common window we track (5 years), VOO annualized +13.57% vs +2.80% for XRMI. Past performance does not guarantee future results.
Which is riskier, VOO or XRMI?
VOO has been the more volatile fund at 14.1% annualized versus 6.7% for XRMI. Worst drawdown: VOO -34.3% vs XRMI -15.3%.
Should I hold both VOO and XRMI?
VOO and XRMI have a monthly-return correlation of 0.83, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between VOO and XRMI?
VOO and XRMI share 455 common holdings with a 49.3% weight overlap. Combined, they hold 511 unique securities.
Which pays a higher dividend, VOO or XRMI?
VOO yields 1.09% while XRMI yields 12.60%, so XRMI currently pays the higher dividend yield.
Popular ETF Comparisons
Get Full ETF Analytics
Access complete holdings data, overlap analysis, screener tools, and more with FundXLS.