VOO vs XSHQ
VOO vs XSHQ
Vanguard S&P 500 ETF vs Invesco S&P SmallCap Quality 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 | XSHQ | Winner |
|---|---|---|---|
| Expense Ratio | 0.03% | 0.29% | |
| AUM | $979.0B | $248M | |
| Dividend Yield | 1.09% | 1.17% | |
| Holdings | 509 | 118 | |
| YTD Return | +13.80% | +16.14% | |
| 1Y Return | +23.71% | +19.10% | |
| 3Y Return (annualized) | +21.50% | +10.35% | |
| 5Y Return (annualized) | +13.44% | +7.38% | |
| Volatility (annualized) | 14.1% | 19.2% | |
| Max Drawdown | -34.3% | -38.3% | |
| Fund Family | Vanguard (US) | Invesco (US) | |
| Category | Equity | Equity | |
| Inception | Sep 7, 2010 | Apr 3, 2017 |
VOO vs XSHQ Performance
Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US) and Invesco S&P SmallCap Quality ETF (XSHQ) is a ETF from Invesco (US). Over the past year VOO returned +23.71% while XSHQ returned +19.10%. Year to date, VOO is up 13.80% versus a gain of 16.14% for XSHQ.
Over three years, VOO compounded at +21.50% per year against +10.35% for XSHQ; over five years the annualized figures are +13.44% and +7.38% respectively. Across the full 9-year window we track, VOO has the edge at +13.58% annualized vs +9.15%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
XSHQ has been the more volatile fund, with annualized monthly volatility of 19.2% 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 -34.3% for VOO and -38.3% for XSHQ. 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
VOO charges 0.03% per year while XSHQ charges 0.29%. On a $10,000 position that is $3 vs $29 annually, a gap of $26 per year that compounds over a long holding period. On income, VOO currently yields 1.09% against 1.17% for XSHQ.
Holdings Overlap
VOO and XSHQ share 0 holdings out of 625 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, VOO or XSHQ?
VOO has an expense ratio of 0.03% while XSHQ charges 0.29%. VOO is the cheaper option. On a $10,000 investment, that is $26 per year of difference.
Which performed better, VOO or XSHQ?
Over the past year VOO returned +23.71% vs +19.10% for XSHQ, so VOO leads on 1-year performance. Over the longest common window we track (9 years), VOO annualized +13.58% vs +9.15% for XSHQ. Past performance does not guarantee future results.
Which is riskier, VOO or XSHQ?
XSHQ has been the more volatile fund at 19.2% annualized versus 14.1% for VOO. Worst drawdown: VOO -34.3% vs XSHQ -38.3%.
Should I hold both VOO and XSHQ?
VOO and XSHQ 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 VOO and XSHQ?
VOO and XSHQ share 0 common holdings with a 0.0% weight overlap. Combined, they hold 625 unique securities.
Which pays a higher dividend, VOO or XSHQ?
VOO yields 1.09% while XSHQ yields 1.17%, so XSHQ currently pays the higher dividend yield.
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