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27 important things you should know about Vanguard VOO ETF

Updated: Last Sunday
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 SPY.
  15. Compare and contrast: VOO vs VTI.
  16. Compare and contrast: VOO vs VOOG.
  17. Compare and contrast: VOO vs VFIAX.
  18. Compare and contrast: VOO vs VTSAX.
  19. Compare and contrast: VOO vs QQQ.
  20. Compare and contrast: VOO vs IVV.
  21. Compare and contrast: VOO vs FXAIX.
  22. Compare and contrast: VOO vs VUG.
  23. Compare and contrast: VOO vs MGK.
  24. Compare and contrast: VOO vs VB.
  25. Compare and contrast: VOO vs VTV.
  26. Compare and contrast: VOO vs MGC.

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 509 stock holdings and 2 bond holdings.

The top 10 holdings represent 25.59% of total assets. Here are the top holdings:

Name Symbol % Assets
Microsoft Corp MSFT 5.50%
Apple Inc AAPL 5.22%
Amazon.com Inc AMZN 4.00%
Facebook Inc A FB 2.13%
Alphabet Inc A GOOGL 1.69%
Alphabet Inc Class C GOOG 1.68%
Johnson & Johnson JNJ 1.54%
Berkshire Hathaway Inc Class B BRK.B 1.39%
Visa Inc Class A V 1.30%
Procter & Gamble Co PG 1.14%

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

VOO has generated the following returns:

  • 1-month return is -1.98%;
  • 3-month return is 6.94%;
  • 1-year return is 12.40%;
  • 3-year return is 11.96%;
  • 5-year return is 13.36%;
  • 10-year return is 13.71%.

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

In the last 10 years, VOO had 8 up years and 1 down year.

VOO up and down years

6. What is VOO dividend yield?

VOO yield is 1.98%.

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 0.45%;
  • 3-year ax cost ratio is 0.47%.
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 0.58;
  • 5-year Sharpe ratio is 0.68;
  • 10-year Sharpe ratio is 1.00;
  • 15-year Sharpe ratio is 0.57.
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:

  • <strong>VOO net assets</strong> are $127.99 billion. This fund is a popular choice with retail and institutional investors.
  • <strong>VOO 3-year return</strong> is 11.96%, which is in line with the 3-year return of the benchmark index (S&P 500 TR USD), 12.02%.
  • <strong>VOO 5-year return</strong> is 13.36%, which is in line with the 5-year return of the benchmark index (S&P 500 TR USD), 13.41%.
  • <strong>VOO 10-year return</strong> is 13.71%, which is in line with the 10-year return of the benchmark index (S&P 500 TR USD), 13.75%.
  • <strong>VOO expense ratio</strong> 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 SPY.

Both VOO and SPY are ETFs. VOO has a higher 5-year return than SPY (13.36% vs 13.3%). VOO has a lower expense ratio than SPY (0.03% vs 0.09%). Below is the comparison between VOO and SPY.

VOO SPY
Segment Equity: U.S. - Large Cap Equity: U.S. - Large Cap
Net Assets $127.99B $252.39B
Expense Ratio 0.03% 0.09%
Management Style passive (index-based) passive (index-based)
Underlying Index S&P 500 S&P 500
YTD Return 4.1% 4.24%
1-Year Return 12.4% 12.49%
3-Year Return 11.96% 11.93%
5-Year Return 13.36% 13.3%
10-Year Return 13.71% 13.64%
Dividend Yield 1.98% 1.99%

SPY profile: The Trust seeks investment results that, before expenses, generally correspond to the price and yield performance of the component common stocks of the S&P 500 Index.

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

15. Compare and contrast: VOO vs VTI.

Both VOO and VTI are ETFs. VOO has a higher 5-year return than VTI (13.36% vs 12.83%). 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 $127.99B $128.53B
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 4.1% 4.29%
1-Year Return 12.4% 12.28%
3-Year Return 11.96% 11.55%
5-Year Return 13.36% 12.83%
10-Year Return 13.71% 13.56%
Dividend Yield 1.98% 1.88%

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 VOOG.

Both VOO and VOOG are ETFs. VOO has a lower 5-year return than VOOG (13.36% vs 16.9%). VOO has a lower expense ratio than VOOG (0.03% vs 0.1%). Below is the comparison between VOO and VOOG.

VOO VOOG
Segment Equity: U.S. - Large Cap Equity: U.S. - Large Cap Growth
Net Assets $127.99B $3.31B
Expense Ratio 0.03% 0.1%
Management Style passive (index-based) passive (index-based)
Underlying Index S&P 500 S&P 500 Growth Index
YTD Return 4.1% 17.04%
1-Year Return 12.4% 25.28%
3-Year Return 11.96% 17.87%
5-Year Return 13.36% 16.9%
10-Year Return 13.71% 16.23%
Dividend Yield 1.98% 1.29%

VOOG profile: The Fund seeks to track the performance of benchmark index that measures the investment return of large-capitalization growth stocks in the United States. The Fund employs a "passive management" or indexing investment approach designed to track the performance of the S&P 500 Growth Index.

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

17. Compare and contrast: VOO vs VFIAX.

VOO is an ETF, whereas VFIAX is a mutual fund. VOO has a higher 5-year return than VFIAX (13.36% vs 13.01%). 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 $127.99B $319.62B
Expense Ratio 0.03% 0.04%
Management Style passive (index-based) passive (index-based)
Underlying Index S&P 500 N/A
YTD Return 4.1% 2.94%
1-Year Return 12.4% 11.73%
3-Year Return 11.96% 11.6%
5-Year Return 13.36% 13.01%
10-Year Return 13.71% 13.44%
Dividend Yield 1.98% 1.87%

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.

18. Compare and contrast: VOO vs VTSAX.

VOO is an ETF, whereas VTSAX is a mutual fund. VOO has a higher 5-year return than VTSAX (13.36% vs 12.47%). VOO has a lower expense ratio than VTSAX (0.03% vs 0.04%). Below is the comparison between VOO and VTSAX.

VOO VTSAX
Segment Equity: U.S. - Large Cap U.S. Equity: Large Blend
Net Assets $127.99B $252.53B
Expense Ratio 0.03% 0.04%
Management Style passive (index-based) passive (index-based)
Underlying Index S&P 500 N/A
YTD Return 4.1% 3%
1-Year Return 12.4% 11.49%
3-Year Return 11.96% 11.13%
5-Year Return 13.36% 12.47%
10-Year Return 13.71% 13.26%
Dividend Yield 1.98% 1.76%

VTSAX 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 VTSAX comparison details.

19. Compare and contrast: VOO vs QQQ.

Both VOO and QQQ are ETFs. VOO has a lower 5-year return than QQQ (13.36% vs 21.49%). 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 $127.99B $100.58B
Expense Ratio 0.03% 0.2%
Management Style passive (index-based) passive (index-based)
Underlying Index S&P 500 NASDAQ-100 Index
YTD Return 4.1% 26%
1-Year Return 12.4% 39.74%
3-Year Return 11.96% 23.32%
5-Year Return 13.36% 21.49%
10-Year Return 13.71% 19.92%
Dividend Yield 1.98% 0.74%

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.

20. Compare and contrast: VOO vs IVV.

Both VOO and IVV are ETFs. VOO has a lower 5-year return than IVV (13.36% vs 13.37%). VOO has a lower expense ratio than IVV (0.03% vs 0.04%). Below is the comparison between VOO and IVV.

VOO IVV
Segment Equity: U.S. - Large Cap Equity: U.S. - Large Cap
Net Assets $127.99B $175.29B
Expense Ratio 0.03% 0.04%
Management Style passive (index-based) passive (index-based)
Underlying Index S&P 500 S&P 500
YTD Return 4.1% 4.19%
1-Year Return 12.4% 12.44%
3-Year Return 11.96% 11.96%
5-Year Return 13.36% 13.37%
10-Year Return 13.71% 13.69%
Dividend Yield 1.98% 2.34%

IVV profile: The Fund seeks investment results that correspond generally to the price and yield performance, before fees and expenses, of the S&P 500 Index. Uses a replication strategy to try to track the Index, which includes approximately 77% of the market capitalization of all publicly traded US equity securities.

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

21. Compare and contrast: VOO vs FXAIX.

VOO is an ETF, whereas FXAIX is a mutual fund. VOO has a higher 5-year return than FXAIX (13.36% vs 13.03%). VOO has a higher expense ratio than FXAIX (0.03% vs 0.02%). Below is the comparison between VOO and FXAIX.

VOO FXAIX
Segment Equity: U.S. - Large Cap
Net Assets $127.99B $233.48B
Expense Ratio 0.03% 0.02%
Management Style passive (index-based) N/A
Underlying Index S&P 500 N/A
YTD Return 4.1% 2.97%
1-Year Return 12.4% 11.76%
3-Year Return 11.96% 11.63%
5-Year Return 13.36% 13.03%
10-Year Return 13.71% 13.57%
Dividend Yield 1.98% 1.95%

FXAIX profile: The Fund seeks a total return which corresponds to that of the S&P 500 Index. The Fund invests at least 80% of its assets in common stocks included in the Index. The Fund may lend securities to earn income and uses statistical sampling techniques in stock selection.

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

22. Compare and contrast: VOO vs VUG.

Both VOO and VUG are ETFs. VOO has a lower 5-year return than VUG (13.36% vs 17.65%). VOO has a lower expense ratio than VUG (0.03% vs 0.04%). Below is the comparison between VOO and VUG.

VOO VUG
Segment Equity: U.S. - Large Cap Equity: U.S. - Large Cap Growth
Net Assets $127.99B $48.63B
Expense Ratio 0.03% 0.04%
Management Style passive (index-based) passive (index-based)
Underlying Index S&P 500 CRSP US Large Cap Growth Index
YTD Return 4.1% 21.56%
1-Year Return 12.4% 31.47%
3-Year Return 11.96% 19.71%
5-Year Return 13.36% 17.65%
10-Year Return 13.71% 16.6%
Dividend Yield 1.98% 0.94%

VUG profile: The Fund seeks to track the performance of a benchmark index that measures the investment return of large-capitalization growth stocks. The Fund employs a "passive management"--or indexing--investment approach designed to track the performance of the MSCI US Prime Market Growth Index.

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

23. Compare and contrast: VOO vs MGK.

Both VOO and MGK are ETFs. VOO has a lower 5-year return than MGK (13.36% vs 18.78%). VOO has a lower expense ratio than MGK (0.03% vs 0.07%). Below is the comparison between VOO and MGK.

VOO MGK
Segment Equity: U.S. - Large Cap Equity: U.S. - Large Cap Growth
Net Assets $127.99B $6.75B
Expense Ratio 0.03% 0.07%
Management Style passive (index-based) passive (index-based)
Underlying Index S&P 500 CRSP US Mega Cap Growth Index
YTD Return 4.1% 23.52%
1-Year Return 12.4% 34.29%
3-Year Return 11.96% 20.72%
5-Year Return 13.36% 18.78%
10-Year Return 13.71% 17.17%
Dividend Yield 1.98% 1%

MGK profile: The Fund seeks to track the performance of a benchmark index that measures the investment return of the largest-capitalization growth stocks in the United States. The Fund employs an indexing investment approach designed to track the performance of the CRSP US Mega Cap Growth Index.

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

24. Compare and contrast: VOO vs VB.

Both VOO and VB are ETFs. VOO has a higher 5-year return than VB (13.36% vs 8.03%). 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 $127.99B $22.99B
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 4.1% -5.81%
1-Year Return 12.4% -0.19%
3-Year Return 11.96% 5.37%
5-Year Return 13.36% 8.03%
10-Year Return 13.71% 11.38%
Dividend Yield 1.98% 1.73%

VB profile: The Fund seeks to track the performance of a benchmark index that measures the investment return of small-capitalization stocks. The Fund employs an indexing investment approach designed to track the performance of the CRSP US Small Cap Index, a broadly diversified index of stocks of small U.S. companies.

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

25. Compare and contrast: VOO vs VTV.

Both VOO and VTV are ETFs. VOO has a higher 5-year return than VTV (13.36% vs 9.23%). 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 $127.99B $44.94B
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 4.1% -9.7%
1-Year Return 12.4% -2.84%
3-Year Return 11.96% 5.08%
5-Year Return 13.36% 9.23%
10-Year Return 13.71% 11.02%
Dividend Yield 1.98% 3.07%

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.

26. Compare and contrast: VOO vs MGC.

Both VOO and MGC are ETFs. VOO has a lower 5-year return than MGC (13.36% vs 14.43%). VOO has a lower expense ratio than MGC (0.03% vs 0.07%). Below is the comparison between VOO and MGC.

VOO MGC
Segment Equity: U.S. - Large Cap Equity: U.S. - Large Cap
Net Assets $127.99B $2.34B
Expense Ratio 0.03% 0.07%
Management Style passive (index-based) passive (index-based)
Underlying Index S&P 500 CRSP US Mega Cap Index
YTD Return 4.1% 7.08%
1-Year Return 12.4% 15.97%
3-Year Return 11.96% 13.39%
5-Year Return 13.36% 14.43%
10-Year Return 13.71% 14.18%
Dividend Yield 1.98% 1.95%

MGC profile: The Fund seeks to track the performance of a benchmark index that measures the investment return of the largest-capitalization stocks in the United States. The Fund employs indexing investment approach designed to track the performance of the CRSP US Mega Cap Index.

For further information, check out VOO vs MGC 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.
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