Finny logo
Dibs:
Dibs:
0

20 important things you should know about Vanguard VOO ETF

Updated: July 06, 2021
100
Bull Case
  • High net assets
  • 3-year return above the benchmark
  • 5-year return above the benchmark
  • 10-year return above the benchmark
  • Low expense ratio
Bear Case
  • No Bear case arguments for now!

Before we start: if you’re looking for VOO “stock” price, you can quickly find it out by visiting Finny and typing "VOO quote". If you’re looking for a quick scoop on VOO "stock" (price chart, key stats, buy or sell analysis and holdings), go to Finny and look for "VOO". You’ll get all this info in one place.

Are you looking to buy or sell VOO? Or perhaps you’re looking for VOO fact sheet, and learn about its alternatives? If so, you came to the right place.

In this VOO ETF review, we’ll address key questions our readers have been asking us about this fund, above and beyond what you can find in its prospectus, and on Morningstar or Yahoo Finance.

Here is what you’ll be able to find in this review:

  • Fact Sheet: VOO performance, returns, expense ratio, holdings and dividend yield;
  • Analysis: VOO buy or sell; the pros and cons of investing in VOO ETF;
  • Alternatives: other ETFs and mutual funds you should consider as alternatives to VOO.

And here is the list of questions we’ll answer:

  1. Describe Vanguard S&P 500 ETF (VOO).
  2. What is VOO underlying index?
  3. What are VOO holdings?
  4. What is VOO performance? What are VOO historical returns?
  5. How many up and down years did VOO have historically?
  6. What is VOO dividend yield?
  7. What is VOO expense ratio?
  8. What is VOO tax efficiency (tax-cost ratio)?
  9. What is VOO beta? How would you assess VOO risk?
  10. What is VOO Sharpe ratio?
  11. What is VOO Finny Score? VOO buy or sell?
  12. What are the pros of investing in VOO? What are VOO buy reasons?
  13. What are the cons of investing in VOO? What are VOO sell reasons?
  14. Compare and contrast: VOO vs VFIAX.
  15. Compare and contrast: VOO vs VTI.
  16. Compare and contrast: VOO vs QQQ.
  17. Compare and contrast: VOO vs VB.
  18. Compare and contrast: VOO vs VTV.
  19. Compare and contrast: VOO vs VCR.

So let’s start. Scroll down to the question that interests you the most.

Fact Sheet

1. Describe Vanguard S&P 500 ETF (VOO).

The Fund seeks to track the performance of its benchmark index, the S&P 500. The Fund employs an indexing investment approach. The Fund attempts to replicate the target index by investing all of its assets in the stocks that make up the Index with the same approximate weightings as the Index.

2. What is VOO underlying index?

S&P 500.

3. What are VOO top holdings?

VOO has 507 stock holdings and 0 bond holdings.

The top 10 holdings represent 27.95% of total assets. Here are the top holdings:

Name Symbol % Assets
Apple Inc AAPL 6.46%
Microsoft Corp MSFT 5.65%
Amazon.com Inc AMZN 4.77%
Facebook Inc A FB 2.33%
Alphabet Inc A GOOGL 1.79%
Alphabet Inc Class C GOOG 1.76%
Berkshire Hathaway Inc Class B BRK.B 1.46%
Johnson & Johnson JNJ 1.33%
Procter & Gamble Co PG 1.26%
NVIDIA Corp NVDA 1.14%

4. What is VOO performance? What are VOO historical returns?

VOO has generated the following returns:

  • 1-month return is 3.52%;
  • 3-month return is 8.68%;
  • 1-year return is 41.16%;
  • 3-year return is 19.04%;
  • 5-year return is 17.86%;
  • 10-year return is 14.78%.

5. How many up and down years did VOO have historically?

In the last 10 years, VOO had 9 up years and 1 down year.

VOO up and down years

6. What is VOO dividend yield?

VOO yield is 1.4%.

7. What is VOO expense ratio?

VOO expense ratio is 0.03%. The expense ratio of a fund is the total percentage of fund assets used for administrative, management, and all other expenses.

VOO expenses

8. What is VOO tax efficiency (tax-cost ratio)?

  • 1-year ax cost ratio is 0.43%;
  • 3-year ax cost ratio is 0.49%.
VOO tax costs

9. What is VOO beta? How would you assess VOO risk?

  • 3-year beta is 1.00;
  • 5-year beta is 1.00;
  • 10-year beta is 1.00;
  • 15-year beta is 1.00.
VOO Beta

10. What is VOO Sharpe ratio?

  • 3-year Sharpe ratio is 0.95;
  • 5-year Sharpe ratio is 1.08;
  • 10-year Sharpe ratio is 1.04;
  • 15-year Sharpe ratio is 0.68.
VOO Sharpe ratio

Analysis

11. What is Finny Score? buy or sell?

Finny Score is 100. Our quantitative analysis shows 5 reasons to buy and 0 reasons to sell it, resulting in the Finny Score of 100.

12. What are the pros of investing in VOO? What are VOO buy reasons?

The following are VOO strengths from our perspective:

  • VOO net assets are $232.65 billion. This fund is a popular choice with retail and institutional investors.
  • VOO 3-year return is 19.04%, which is in line with the 3-year return of the benchmark index (S&P 500 TR USD), 19.06%.
  • VOO 5-year return is 17.86%, which is in line with the 5-year return of the benchmark index (S&P 500 TR USD), 17.9%.
  • VOO 10-year return is 14.78%, which is in line with the 10-year return of the benchmark index (S&P 500 TR USD), 14.82%.
  • VOO expense ratio is 0.03%, which is considered low. Nice job picking a low-cost fund.

13. What are the cons of investing in VOO? What are VOO negatives?

There are no visible red flags.

Alternatives

14. Compare and contrast: VOO vs VFIAX.

VOO is an ETF, whereas VFIAX is a mutual fund. VOO and VFIAX have the same 5-year return (17.86%). VOO has a lower expense ratio than VFIAX (0.03% vs 0.04%). Below is the comparison between VOO and VFIAX.

VOO VFIAX
Segment Equity: U.S. - Large Cap U.S. Equity: Large Blend
Net Assets $232.65B $401.69B
Expense Ratio 0.03% 0.04%
Management Style passive (index-based) passive (index-based)
Underlying Index S&P 500 N/A
YTD Return 16.82% 16.73%
1-Year Return 41.16% 8.66%
3-Year Return 19.04% 19.03%
5-Year Return 17.86% 17.86%
10-Year Return 14.78% 14.79%
Dividend Yield 1.4% 1.33%

VFIAX profile: The Fund seeks to track the performance of its benchmark index, the S&P 500. The Fund employs an indexing investment approach. The Fund attempts to replicate the target index by investing all of its assets in the stocks that make up the Index with the same approximate weightings as the Index.

For further information, check out VOO vs VFIAX comparison details.

15. Compare and contrast: VOO vs VTI.

Both VOO and VTI are ETFs. VOO has a lower 5-year return than VTI (17.86% vs 18.11%). VOO and VTI have the same expense ratio (0.03%). Below is the comparison between VOO and VTI.

VOO VTI
Segment Equity: U.S. - Large Cap Equity: U.S. - Total Market
Net Assets $232.65B $252.63B
Expense Ratio 0.03% 0.03%
Management Style passive (index-based) passive (index-based)
Underlying Index S&P 500 CRSP US Total Market Index
YTD Return 16.82% 16.47%
1-Year Return 41.16% 44.58%
3-Year Return 19.04% 19.07%
5-Year Return 17.86% 18.11%
10-Year Return 14.78% 14.66%
Dividend Yield 1.4% 1.3%

VTI profile: The Fund seeks to track the performance of a benchmark index that measures the investment return of the overall stock market. The Fund employs an indexing investment approach to track the performance of the CRSP US Total Market Index. The Fund invests by holding a collection of securities that approximates the Index.

For further information, check out VOO vs VTI comparison details.

16. Compare and contrast: VOO vs QQQ.

Both VOO and QQQ are ETFs. VOO has a lower 5-year return than QQQ (17.86% vs 28.15%). VOO has a lower expense ratio than QQQ (0.03% vs 0.2%). Below is the comparison between VOO and QQQ.

VOO QQQ
Segment Equity: U.S. - Large Cap Equity: U.S. - Large Cap
Net Assets $232.65B $177.01B
Expense Ratio 0.03% 0.2%
Management Style passive (index-based) passive (index-based)
Underlying Index S&P 500 NASDAQ-100 Index
YTD Return 16.82% 14.58%
1-Year Return 41.16% 43.02%
3-Year Return 19.04% 28.51%
5-Year Return 17.86% 28.15%
10-Year Return 14.78% 21.22%
Dividend Yield 1.4% 0.53%

QQQ profile: The Fund seeks to provide investment results that generally correspond to the price and yield performance of the Nasdaq-100 Index. The Index measures the average performance of a broadly diversified group of equity securities issued by 100 of the largest non-financial companies listed on The NASDAQ Stock Market, Inc.

For further information, check out VOO vs QQQ comparison details.

17. Compare and contrast: VOO vs VB.

Both VOO and VB are ETFs. VOO has a higher 5-year return than VB (17.86% vs 15.94%). VOO has a lower expense ratio than VB (0.03% vs 0.05%). Below is the comparison between VOO and VB.

VOO VB
Segment Equity: U.S. - Large Cap Equity: U.S. - Small Cap
Net Assets $232.65B $47.27B
Expense Ratio 0.03% 0.05%
Management Style passive (index-based) passive (index-based)
Underlying Index S&P 500 CRSP US Small Cap Index
YTD Return 16.82% 16.63%
1-Year Return 41.16% 56.9%
3-Year Return 19.04% 14.7%
5-Year Return 17.86% 15.94%
10-Year Return 14.78% 12.75%
Dividend Yield 1.4% 1.04%

VB profile: The Fund seeks to track the performance of a benchmark index that measures the investment return of small-capitalization stocks.

For further information, check out VOO vs VB comparison details.

18. Compare and contrast: VOO vs VTV.

Both VOO and VTV are ETFs. VOO has a higher 5-year return than VTV (17.86% vs 13.24%). VOO has a lower expense ratio than VTV (0.03% vs 0.04%). Below is the comparison between VOO and VTV.

VOO VTV
Segment Equity: U.S. - Large Cap Equity: U.S. - Large Cap Value
Net Assets $232.65B $81.70B
Expense Ratio 0.03% 0.04%
Management Style passive (index-based) passive (index-based)
Underlying Index S&P 500 CRSP US Large Cap Value Index
YTD Return 16.82% 17.96%
1-Year Return 41.16% 42.24%
3-Year Return 19.04% 13.14%
5-Year Return 17.86% 13.24%
10-Year Return 14.78% 12.22%
Dividend Yield 1.4% 2.13%

VTV profile: The Fund seeks to track the performance of a benchmark index that measures the investment return of large-capitalization value stocks. The Fund employs an indexing investment approach designed to track the performance of the CRSP US Large Cap Value Index by investing all of its assets in the stocks that make up the Index.

For further information, check out VOO vs VTV comparison details.

19. Compare and contrast: VOO vs VCR.

Both VOO and VCR are ETFs. VOO has a lower 5-year return than VCR (17.86% vs 22.6%). VOO has a lower expense ratio than VCR (0.03% vs 0.1%). Below is the comparison between VOO and VCR.

VOO VCR
Segment Equity: U.S. - Large Cap Equity: U.S. Consumer Cyclicals
Net Assets $232.65B $6.21B
Expense Ratio 0.03% 0.1%
Management Style passive (index-based) passive (index-based)
Underlying Index S&P 500 MSCI US Investable Market Consumer Discretionary 25/50 Index
YTD Return 16.82% 15.69%
1-Year Return 41.16% 58.89%
3-Year Return 19.04% 25.02%
5-Year Return 17.86% 22.6%
10-Year Return 14.78% 18.56%
Dividend Yield 1.4% 1.46%

VCR profile: The Fund seeks to track the performance of a benchmark index that measures the investment return of consumer discretionary stocks. Specifically the MSCI U.S. Investable Market Consumer Discretionary Index, an index of stocks of large-, mid-, and small-size U.S. companies within the consumer discretionary sector.

For further information, check out VOO vs VCR comparison details.

In the VOO review, we covered VOO key stats (return, performance, yield, expense ratio, and holdings), buy and sell analysis, and alternative investments. If this review was helpful to you, feel free to check out other mutual fund and ETF reviews.
Follow Us