VOO vs XTEN
Vanguard S&P 500 ETF vs BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF
Which is better, VOO or XTEN?
Large Cap Blend against Long Term High Quality.
VOO has a lower expense ratio. VOO led over 1Y, 3Y and the full window.
MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.
Side-by-Side Comparison
| Metric | VOO | XTEN |
|---|---|---|
| Expense Ratio | 0.03%Best | 0.08% |
| AUM | $1.0T | $1.3B |
| Dividend Yield | 1.06% | 4.44% |
| Holdings | 506 | 73 |
| YTD Return | +13.57%Best | -4.86% |
| 1Y Return | +17.55%Best | -5.74% |
| 3Y Return (annualized) | +22.46%Best | +3.10% |
| 5Y Return (annualized) | +13.28% | - |
| Volatility (annualized) | 13.1% | 9.2%Best |
| Max Drawdown | -18.7% | -13.9%Best |
| $10,000 over 4.1 years | $21,175Best | $10,053 |
| Fund Family | Vanguard (US) | BondBloxx |
| Category | Equity | Fixed Income |
| Style | Large Cap Blend | Long Term High Quality |
| Inception | Sep 7, 2010 | Sep 13, 2022 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown, and the $10,000 over 4.1 years row, are measured over the window both funds cover: Sep 16, 2022 to Oct 14, 2026 (4.1 years).
VOO vs XTEN growth
Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 4.1 years both funds cover.
VOO vs XTEN Performance
Vanguard S&P 500 ETF (VOO) is an ETF from Vanguard (US) and BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF (XTEN) is an ETF from BondBloxx. Over the past year VOO returned +17.55% while XTEN returned -5.74%. Year to date, VOO is up 13.57% versus a loss of 4.86% for XTEN.
Over three years, VOO compounded at +22.46% per year against +3.10% for XTEN. Across the full 4-year window we track, VOO has the edge at +20.08% annualized vs +0.13%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
VOO has been the more volatile fund, with annualized monthly volatility of 13.1% compared with 9.2% for XTEN. 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 -18.7% for VOO and -13.9% for XTEN. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.48. They move together some of the time, and apart the rest.
Fees and Cost Over Time
VOO charges 0.03% per year while XTEN charges 0.08%. On a $10,000 position that is $3 vs $8 annually, a gap of $5 per year that compounds over a long holding period. On income, VOO currently yields 1.06% against 4.44% for XTEN.
Holdings Overlap
We hold position weights for 504 holdings in VOO and 65 in XTEN, totalling 100.1% and 80.6% of the two funds. The two books name no position in common, so there is no overlap percentage to show.
0 positions in common, counted across the 504 positions we hold weights for in VOO and 65 in XTEN, against full books of 506 and 73.
You are not choosing between two funds in isolation.
Whichever of VOO and XTEN you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, VOO or XTEN?
VOO has an expense ratio of 0.03% while XTEN charges 0.08%. VOO is the cheaper option, by $5 a year on a $10,000 investment.
Which performed better, VOO or XTEN?
Over the past year VOO returned +17.55% vs -5.74% for XTEN, so VOO leads on 1-year performance. Over the longest common window we track (4 years), VOO annualized +20.08% vs +0.13% for XTEN. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, VOO or XTEN?
VOO has been the more volatile fund at 13.1% annualized versus 9.2% for XTEN. Worst drawdown: VOO -18.7% vs XTEN -13.9%.
Should I hold both VOO and XTEN?
VOO and XTEN have a monthly-return correlation of 0.48, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
Which pays a higher dividend, VOO or XTEN?
VOO yields 1.06% while XTEN yields 4.44%, so XTEN currently pays the higher dividend yield.
Is XTEN better than VOO?
VOO has a lower expense ratio. VOO led over 1Y, 3Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.