The Financial Tech Wiz ETF Comparison Tool

You can use the ETF comparison tool below to compare over 2,000 ETFs and mutual funds with data I manually collected:

Comparing ETFs Using TradingView

You can sign up for a free TradingView account using the link below, and if you decide to upgrade later on, you will a $15 credit toward your subscription.

If you are looking for a low-cost and diversified way to invest in the U.S. stock market, you may have come across two popular index funds from Vanguard: VTSAX and VFIAX.

Both of these funds offer broad exposure to the U.S. equity market, but they have some key differences that you should be aware of before choosing which one to invest in.

Overview of VTSAX and VFIAX

VTSAX (Vanguard Total Stock Market Index Fund Admiral Shares) is a total stock market index fund, meaning that it holds a slice of every publicly traded company in the U.S. stock market.

This makes it the most diversified fund available, as it holds about 3,800 stocks across all sectors and market capitalizations. VTSAX aims to track the performance of the CRSP US Total Market Index, which covers 100% of the investable U.S. equity market.

VFIAX (Vanguard 500 Index Fund Admiral Shares) is an S&P 500 index fund, meaning that it holds the 500 largest companies in the U.S. stock market.

This makes it still diversified, but less so than VTSAX, as it holds only about 13% of the total U.S. equity market. VFIAX aims to track the performance of the S&P 500 Index, which is widely regarded as the best single gauge of the U.S. equity market.

Both VTSAX and VFIAX are passively managed, meaning that they do not try to beat the market but rather match its performance. They also have very low expense ratios, which means that they charge very little fees to investors.

Both funds are suitable for long-term investors who want to capture the growth of the U.S. stock market, but they have different risk and return profiles that you should consider.

VTSAX vs. VFIAX Returns Comparison

One of the most important factors to consider when comparing VTSAX vs. VFIAX is their historical returns. How have these funds performed over time, and which one has delivered higher returns for investors?

The answer is that over the long term, VFIAX has slightly outperformed VTSAX by a small margin. VFIAX generated a bit more return than VTSAX over the past decade, but the difference was not very significant.

The reason why VFIAX has slightly outperformed VTSAX is that it is less diversified and, therefore, more concentrated in the large-cap segment of the market.

Large-cap stocks are generally more stable and profitable than small-cap and mid-cap stocks, and they have performed better in the past decade.

However, this does not mean that VFIAX will always outperform VTSAX, as there may be periods when small-cap and mid-cap stocks outperform large-cap stocks.

Comparing ETFs With TradingView

When comparing ETFs, it is crucial that you are comparing the total return to include dividend payments. TradingView allows you to compare several stocks and ETFs at once on a single chart adjusted for dividends.

You can simply sign up for a free TradingView account and type the stock ticker you want to compare. Next, click the plus sign next to the ticker at the top left of the chart to add symbols to compare.

Finally, ensure you click the ‘ADJ’ at the bottom to adjust the returns for dividends!

As you can see in the TradingView chart below, you can compare multiple funds and ETFs on a single chart, making your research much easier. Feel free to compare any ETFs you’d like using the widget.

VTSAX vs. VFIAX Dividend Yield Compared

Fund	Dividend Yield
VTSAX	1.58%
VFIAX	1.59%

Another factor to consider when comparing VTSAX vs. VFIAX is their dividend yield.

Both VTSAX and VFIAX pay dividends quarterly, and they have very similar dividend yields. The dividend yield for VTSAX is 1.58%, while the dividend yield for VFIAX is around 1.59%.

This means that both funds pay about the same amount of dividends to their investors, and they are not a major factor when comparing them.

VTSAX vs. VFIAX Expense Ratio Comparison

Fund	Expense Ratio
VTSAX	0.04%
VFIAX	0.04%

Another factor to consider when comparing VTSAX vs. VFIAX is their expense ratio. The expense ratio is the percentage of a fund’s assets that are used to cover its operating expenses, such as management fees, administrative costs, and marketing expenses.

The expense ratio is important because it reduces the fund’s net return to investors, and it can have a significant impact on the fund’s performance over time.

Both VTSAX and VFIAX have very low expense ratios, which is one of their main advantages over other funds. The expense ratio for both VTSAX and VFIAX is 0.04%.

This means that for every $10,000 invested in either fund, you would pay only $4 in annual fees. This is much lower than the average expense ratio of 0.82% for U.S. equity funds, and it makes both funds very cost-efficient.

VTSAX vs. VFIAX Holdings Comparison

Another factor to consider when comparing VTSAX vs. VFIAX is their holdings. Their holdings are important because they affect the fund’s risk and return characteristics, as well as its diversification and correlation with the market.

VTSAX is a total stock market fund, and it holds around 3,800 companies across all sectors and market capitalizations.

VFIAX is an S&P 500 fund, and it holds around 500 companies that represent the largest and most influential companies in the U.S. stock market.

Both VTSAX and VFIAX have similar top holdings, as they are mostly composed of the same large-cap companies. However, VTSAX also holds many more small-cap and mid-cap companies, which gives it more exposure to different sectors and industries.

Both VTSAX and VFIAX are diversified enough to be a core investment holding, but VTSAX will be a bit less volatile than VFIAX, as it holds more companies.

The Financial Tech Wiz ETF Comparison Tool

You can use the ETF comparison tool below to compare over 2,000 ETFs and mutual funds with data I manually collected:

VTSAX vs. VFIAX Minimum Investment

Both VTSAX and VFIAX have a minimum investment of $3,000, which means that you need to have at least that amount of money to invest in either fund.

This can be a barrier for some investors who want to start investing with a smaller amount of money or who want to diversify their portfolio with multiple funds.

However, there is a way to invest in VTSAX and VFIAX with as little as a few dollars, and that is by using their ETF versions.

VTSAX vs. VFIAX ETF Versions

An ETF, or exchange-traded fund, is a type of fund that trades on an exchange like a stock and that tracks the performance of an underlying index or asset. ETFs have many advantages over mutual funds, such as lower fees, higher liquidity, and more tax efficiency.

VTI (Vanguard Total Stock Market ETF) is the ETF version of VTSAX, and it aims to track the same index as VTSAX.

VOO (Vanguard S&P 500 ETF) is the ETF version of VFIAX, and it aims to track the same index as VFIAX, the S&P 500 Index.

Both VTI and VOO have the same holdings, returns, dividends, and risk profiles as their mutual fund counterparts, VTSAX and VFIAX.

However, one difference is that VTI and VOO have slightly lower expense ratios than VTSAX and VFIAX. The expense ratio for both VTI and VOO was 0.03%, while the expense ratio for both VTSAX and VFIAX was 0.04%.

This means that for every $10,000 invested in either ETF, you would pay only $3 in annual fees, which is $1 less than the mutual fund versions.

Another difference is that VTI and VOO have no minimum investment, unlike VTSAX and VFIAX, which have a minimum investment of $3,000.

The most significant difference is that VTI and VOO can be purchased with fractional shares, which means that you can buy a fraction of a share of either ETF, such as 0.1 or 0.01.

Fractional shares allow you to invest any amount of money that you want, regardless of the share price of the ETF. This makes it even more accessible and flexible for investors who want to invest in VTSAX and VFIAX.

Fractional shares are not available for all brokers, but one of the best ones that offer this feature is tastytrade. Additionally, tastytrade usually offers a cash sign-up when you open a new account. You can check out this tastytrade referral code article for more information!

VTSAX vs. VFIAX - Determine Which One is Best For You!

Now that you have learned about the differences and similarities between VTSAX and VFIAX and their ETF versions, VTI and VOO, you may be wondering which one is best for you.

Ultimately, both VTSAX and VFIAX are excellent funds that offer low-cost and diversified exposure to the U.S. stock market. They are both suitable for long-term investors who want to capture the growth of the U.S. economy, and they have both delivered impressive returns over time.

However, if you have to choose one, you may want to consider the following factors:

• If you prefer more diversification and more exposure to small-cap and mid-cap stocks, you may want to choose VTSAX, as it holds more companies and covers more sectors and industries than VFIAX.
• If you prefer more exposure to large-cap stocks, you may want to choose VFIAX, as it holds fewer companies and is more concentrated in the large-cap segment of the market than VTSAX.
• If you prefer more flexibility and more accessibility, you may want to choose VTI or VOO, as they have slightly lower fees, no minimum investment, and fractional shares than VTSAX and VFIAX.

Whatever you choose, you can’t go wrong with either VTSAX or VFIAX or their ETF versions, VTI or VOO. They are all great funds that can help you achieve your financial goals and grow your wealth over time.

Related Articles

JEPI vs. JEPIX

Anchored VWAP

TrendSpider vs. TradingView

VTI vs. VOO

FXAIX vs. VOO

Russell 1000 vs. 2000 vs. 3000

If you are looking for a fund that tracks a basket of stocks and uses a covered call strategy to generate income and pay out monthly dividends, you might have come across JEPI and JEPIX.

These two funds are essentially the same, except JEPI is an exchange-traded fund (ETF) while JEPIX is a mutual fund.

JEPIX has a higher expense ratio as well, but otherwise, the funds are nearly identical.

JEPI vs. JEPIX Minimum Investment

One of the main differences between JEPI and JEPIX is the minimum investment required to buy them.

JEPI has no minimum investment, which means you can buy as many or as few shares as you want. If your broker offers fractional shares, you can invest with as little as $1.

JEPIX, on the other hand, has a minimum investment of $1,000,000, making it only available to high net worth investors or institutional clients.

JEPI vs. JEPIX Dividend

Both JEPI and JEPIX pay monthly dividends to their shareholders, which can provide a steady stream of income.

The dividend yield of both funds varies between 6% – 12% depending on the market conditions and the performance of the underlying stocks.

However, these yields are not guaranteed and will always fluctuate.

JEPI vs. JEPIX Fees & Expenses

Fund	Expense Ratio
JEPI	0.35%
JEPIX	0.60%

Another difference between JEPI and JEPIX is the fees and expenses that they charge to their investors.

JEPIX has a higher expense ratio than JEPI, which means it costs more to run the fund. JEPI has an expense ratio of 0.35%, while JEPIX has an expense ratio of 0.60%.

This means that for every $10,000 invested in each fund, JEPI would charge $35 while JEPIX would charge $60 per year.

JEPI vs. JEPIX Total Return Performance

Despite the differences in fees and expenses, both JEPI and JEPIX have generated nearly identical returns since their inception.

The slight difference in performance may be attributed to the difference in fees and expenses, as well as the timing and execution of the covered call strategy.

Comparing ETFs With TradingView

When comparing ETFs, it is crucial that you are comparing the total return to include dividend payments. TradingView allows you to compare several stocks and ETFs at once on a single chart adjusted for dividends.

You can simply sign up for a free TradingView account and type the stock ticker you want to compare. Next, click the plus sign next to the ticker at the top left of the chart to add symbols to compare.

Finally, ensure you click the ‘ADJ’ at the bottom to adjust the returns for dividends!

As you can see in the TradingView chart below, you can compare multiple funds and ETFs on a single chart, making your research much easier. Feel free to compare any ETFs you’d like using the widget.

JEPI vs. JEPIX Holdings

Both JEPI and JEPIX have nearly identical allocations and holdings, as they both track the same basket of stocks from the S&P 500 index.

Other ETF Comparisons

If you are interested in comparing other ETFs that use a covered call strategy or offer high dividend yields, you can check out our other articles, such as:

• JEPI vs. JEPQ
• JEPI vs. SCHD
• QYLD vs. JEPI
• VFIAX vs. VOO

The Financial Tech Wiz ETF Comparison Tool

You can use the ETF comparison tool below to compare over 2,000 ETFs and mutual funds with data I manually collected:

JEPI vs. JEPIX | Bottom Line

JEPI and JEPIX are both funds that track a basket of stocks from the S&P 500 index and use a covered call strategy to generate income and pay out monthly dividends.

They are essentially the same fund, except JEPI is an ETF while JEPIX is a mutual fund.

JEPI has no minimum investment, while JEPIX has a minimum investment of $1,000,000.

JEPIX has a higher expense ratio than JEPI, which means it costs more to run the fund.

Both funds pay monthly dividends, but the yield varies depending on the market conditions and the performance of the underlying stocks.

If you are looking for a fund that offers a high dividend yield and a covered call strategy, you might want to consider JEPI or JEPIX, depending on your investment goals and preferences.

However, you should also be aware of the risks and limitations of this strategy, such as the potential for lower capital appreciation, higher volatility, and tax implications.

If you want to learn more about JEPI and JEPIX or compare them with other funds, you can sign up for TradingView, a platform that allows you to track all markets from a single place easily.

You can also use TradingView to create charts, indicators, alerts, and more to enhance your trading and investing experience. If you sign up using my affiliate link, you can get a discount on your subscription.

Disclaimer: Financial Tech Wiz is an affiliate of TradingView and will be compensated if you sign up and purchase a TradingView subscription using our link.

If you are looking for a way to invest in the U.S. stock market, you might have come across two of the most popular and liquid exchange-traded funds (ETFs): QQQ and SPY.

These ETFs offer the best liquidity for active traders, as they have high trading volumes and low bid-ask spreads.

But what are the differences between them, and which one is best for you?

Overview of QQQ and SPY

QQQ and SPY are both index funds, which means they track the performance of a specific group of stocks. However, they track different indexes, which have different compositions and characteristics.

SPY tracks the S&P 500 index, which is the most common benchmark of the U.S. stock market. The S&P 500 index consists of 500 large-cap companies from various sectors, such as technology, health care, consumer discretionary, financials, and more.

The S&P 500 index is weighted by market capitalization, which means that larger companies have a bigger impact on the index performance.

QQQ tracks the Nasdaq 100 index, which holds only 100 stocks. The Nasdaq 100 index is also weighted by market capitalization, but it has a different sector allocation than the S&P 500 index.

The Nasdaq 100 index is heavily skewed towards technology companies, which make up about 50% of the index. The Nasdaq 100 index also excludes financial companies, which are more prevalent in the S&P 500 index.

QQQ vs. SPY Dividend Yield

ETF	Dividend Yield
SPY	1.53%
QQQ	0.59%

One of the factors that investors consider when choosing an ETF is the dividend yield, which is the annual dividend payment divided by the share price. Dividends are a way for companies to distribute their profits to shareholders, and they can provide a steady income stream for investors.

The QQQ dividend yield is 0.59%, while the SPY dividend yield is 1.53%. This means that SPY pays more dividends than QQQ on average.

This is partly because SPY has more mature and stable companies that tend to pay higher dividends, while QQQ has more growth-oriented and innovative companies that tend to reinvest their earnings.

QQQ vs. SPY Expense Ratio

ETF	Expense Ratio
SPY	0.09%
QQQ	0.20%

Another factor that investors consider when choosing an ETF is the expense ratio, which is the annual fee that the fund charges to cover its operating costs. The expense ratio reduces the net return of the fund, so lower expense ratios are preferable.

The QQQ expense ratio is 0.20%, while the SPY expense ratio is 0.09%. This means that SPY charges less fees than QQQ on average. This is partly because SPY has a simpler structure and lower management costs than QQQ, which has more complex holdings and higher turnover rates.

However, both QQQ and SPY have relatively low expense ratios compared to other ETFs in the market. For example, some Vanguard ETFs have even lower expense ratios, such as VOO (0.03%), VTI (0.03%), and VUG (0.04%).

QQQ vs. SPY Total Return Performance

ETF	5-Year Total Return
SPY	59%
QQQ	104%

One of the most important factors that investors consider when choosing an ETF is the total return performance, which is the change in share price plus the dividends received over a period of time. The total return performance reflects how well the fund has performed in terms of capital appreciation and income generation.

The QQQ 5-year total return is 104%, while SPY is 59%. This means that QQQ has outperformed SPY by a wide margin over the past five years. This is mainly because QQQ has benefited from the strong performance of its top holdings, such as Apple, Microsoft, Amazon, Tesla, and Google, which have been driving the technology sector to new heights due to their innovation and growth potential.

However, past performance does not guarantee future results, and QQQ may also face higher volatility and risk than SPY due to its concentration in a few sectors and companies.

Comparing ETFs With TradingView

When comparing ETFs, it is crucial that you are comparing the total return to include dividend payments. TradingView allows you to compare several stocks and ETFs at once on a single chart adjusted for dividends.

You can simply sign up for a free TradingView account and type the stock ticker you want to compare. Next, click the plus sign next to the ticker at the top left of the chart to add symbols to compare.

Finally, ensure you click the ‘ADJ’ at the bottom to adjust the returns for dividends!

As you can see in the TradingView chart below, you can compare multiple funds and ETFs on a single chart, making your research much easier. Feel free to compare any ETFs you’d like using the widget.

QQQ vs. SPY Holdings Comparison

Another way to compare QQQ and SPY is to look at their holdings, which are the individual stocks that make up each fund. By looking at their holdings, you can get a better sense of their diversification, exposure, and risk profile.

Here are some key facts about QQQ and SPY holdings:

• QQQ has 100 holdings, while SPY has 500 holdings on average.
• QQQ has no exposure to the financial sector, while SPY has significant exposure to the financial sector.
• SPY is considered the benchmark for the general U.S. stock market.

Other ETF Comparisons

If you are interested in comparing other ETFs, you can check out our other articles, such as:

• VOO vs. SPY
• VUG vs. QQQ
• VTI vs. VOO
• FXAIX vs. VOO
• VOO vs. SCHD
• VTSAX vs. VFIAX
• Russell 1000 vs. 2000 vs. 3000

The Financial Tech Wiz ETF Comparison Tool

You can use the ETF comparison tool below to compare over 2,000 ETFs and mutual funds with data I manually collected:

QQQ vs. SPY | Bottom Line

QQQ and SPY are both excellent ETFs that offer exposure to the U.S. stock market, but they have different characteristics and performance. QQQ is more suitable for investors who are looking for higher growth potential and are willing to accept higher risk and volatility. SPY is more suitable for investors who are looking for more stability and income and are more diversified across sectors and companies.

Ultimately, the best ETF for you depends on your personal goals, risk tolerance, time horizon, and investment strategy. You can also combine QQQ and SPY in your portfolio to achieve a balanced mix of growth and value.

To help you make informed decisions and track your investments, we recommend you to sign up for TradingView, which is a powerful platform that allows you to easily track all markets from a single platform. You can get a TradingView free trial when you use our affiliate link.

If you are looking for a simple and effective way to invest in the stock market, you might have come across two popular exchange-traded funds (ETFs) from Vanguard: VTI and VOO.

Both of these ETFs provide exposure to the overall stock market, but they have some key differences that you should be aware of before choosing one over the other.

Overview of VTI and VOO

VTI and VOO are both ETFs from Vanguard, one of the largest and most reputable investment companies in the world. ETFs are funds that track a basket of securities, such as stocks or bonds, and trade on an exchange like stocks.

VTI stands for Vanguard Total Stock Market ETF, and it aims to track the performance of the CRSP US Total Market Index, which covers the entire US equity market. VTI holds over 3,800 stocks across all market capitalizations, sectors, and styles, making it one of the most diversified ETFs available.

VOO stands for Vanguard S&P 500 ETF, and it aims to track the performance of the S&P 500 Index, which is widely regarded as the best representation of the US large-cap stock market. VOO holds around 500 stocks that are selected by the S&P Dow Jones Indices based on their size, liquidity, profitability, and other factors.

VTI vs. VOO Dividend Yield

ETF	Dividend Yield
VTI	1.56%
VOO	1.61%

Dividends are payments that companies make to their shareholders as a way of distributing their profits. Dividend yield is a measure of how much a company pays in dividends relative to its share price.

Both VTI and VOO pay dividends quarterly to their investors. The dividend yield for VTI is around 1.56%, while the dividend yield for VOO is around 1.61%. This means that if you invested $10,000 in VTI or VOO at that date, you would receive about $156 or $161 in dividends per year, respectively.

The difference in dividend yield between VTI and VOO is not very significant and is not a huge deciding factor between these ETFs.

VTI vs. VOO Expense Ratio

ETF	Expense Ratio
VTI	0.03%
VOO	0.03%

VTI and VOO both have an expense ratio of 0.03%, which is among the lowest in the industry. This means that both ETFs are very cost-efficient and do not erode your returns significantly due to fees.

The expense ratio is a measure of how much an ETF charges its investors for managing the fund. It is expressed as a percentage of the fund’s assets per year. For example, an expense ratio of 0.03% means that the fund charges $3 per year for every $10,000 invested.

The expense ratio is one of the most important factors to consider when choosing an ETF because it directly affects your returns over time. The lower the expense ratio, the more money you get to keep from your investment.

VTI vs. VOO Total Return Performance

ETF	5-Year Return of $10,000
VTI	$15,600
VOO	$16,100

According to TradingView, which is a platform that allows you to compare several stocks and ETFs on a single chart with various indicators and tools, VTI has generated a total return of 56% over the past five years, while VOO has generated a total return of 61% in the same time period.

This means that if you invested $10,000 in VTI or VOO five years ago, you would have $15,600 or $16,100 today, respectively.

The difference in total return performance between VTI and VOO is mainly due to the fact that VOO holds fewer companies than VTI, and those companies have performed better than the average of the entire market.

VOO is more concentrated in the large-cap segment of the market, which has outperformed the small-cap and mid-cap segments in recent years. VOO also has a higher exposure to the technology sector, which has been one of the best-performing sectors in the past decade.

However, it is important to note that past performance is not a guarantee of future results and that the difference in total return performance between VTI and VOO may change over time depending on market conditions and trends.

Comparing ETFs With TradingView

When comparing ETFs, it is crucial that you are comparing the total return to include dividend payments. TradingView allows you to compare several stocks and ETFs at once on a single chart adjusted for dividends.

You can simply sign up for a free TradingView account and type the stock ticker you want to compare. Next, click the plus sign next to the ticker at the top left of the chart to add symbols to compare.

Finally, ensure you click the ‘ADJ’ at the bottom to adjust the returns for dividends!

As you can see in the TradingView chart below, you can compare multiple funds and ETFs on a single chart, making your research much easier. Feel free to compare any ETFs you’d like using the widget.

VTI vs. VOO Holdings

VTI is more diversified than VOO since it is a total stock market ETF, while VOO is an S&P 500 ETF. VOO holds around 500 companies, while VTI holds over 3,800 stocks. This means that VTI covers more of the market than VOO and has a lower exposure to any single company or sector.

Another important note is that VOO is heavily allocated to the tech sector, which some investors may consider too risky. Therefore, if you are more risk-averse, VTI is likely the better option.

An ETF’s holdings are the individual securities that an ETF owns and tracks. Understanding the companies the ETF owns is one of the most important factors to consider when choosing an ETF because it determines the risk and return profile of the fund.

If you are interested in comparing other ETFs besides VTI and VOO, you can check out our other articles that cover various aspects of different ETFs, such as:

• VOO vs. SPY: A comparison of two S&P 500 ETFs from Vanguard and SPDR.
• VUG vs. QQQ: A comparison of two growth-oriented ETFs from Vanguard and Invesco.
• VOO vs. QQQ: A comparison of two large-cap ETFs from Vanguard and Invesco that have different sector exposures.
• FXAIX vs. VOO: A comparison of an S&P 500 index fund from Fidelity and an S&P 500 ETF from Vanguard.
• VOO vs. SCHD: A comparison of two dividend-focused ETFs from Vanguard and Schwab.
• QQQ vs. SPY: Which is the best ETF for your portfolio?
• VFIAX vs. VOO: Which is best for you?
• VTSAX vs. VFIAX

The Financial Tech Wiz ETF Comparison Tool

You can use the ETF comparison tool below to compare over 2,000 ETFs and mutual funds with data I manually collected:

VTI vs. VOO | Bottom Line

VTI and VOO are both excellent ETFs from Vanguard that provide exposure to the overall stock market, but they have some key differences that you should be aware of before choosing one over the other.

VTI is a total stock market ETF that holds over 3,800 stocks across all market capitalizations, sectors, and styles, making it one of the most diversified ETFs available. VTI has a lower dividend yield, a lower exposure to large-cap growth stocks, and a higher exposure to small-cap and mid-cap stocks than VOO.

VOO is an S&P 500 ETF that holds around 500 stocks that are selected by the S&P Dow Jones Indices based on their size, liquidity, profitability, and other factors. VOO has a higher dividend yield, a higher exposure to large-cap growth stocks, and a lower exposure to small-cap and mid-cap stocks than VTI.

Both ETFs have the same expense ratio of 0.03%, which is among the lowest in the industry and have performed very well over the past five years, generating impressive total returns for their investors.

The choice between VTI and VOO depends on your personal preference, risk tolerance, investment horizon, and portfolio allocation. You may also consider holding both ETFs in your portfolio to get the best of both worlds.

If you are looking for a low-cost way to invest in the US stock market, you might have come across two popular exchange-traded funds (ETFs) from Vanguard: VOO and VUG.

Both of these funds offer exposure to large-cap US companies, but they have different investment objectives and strategies.

In this article, we will compare VUG vs. VOO in terms of their dividend yield, expense ratio, total return performance, holdings, and more. By the end of this article, you should have a better idea of which fund is best suited for your portfolio and risk profile.

Overview of VUG and VOO

VOO and VUG are both ETFs that are managed by Vanguard, one of the largest and most reputable investment companies in the world. VOO stands for Vanguard S&P 500 ETF, while VUG stands for Vanguard Growth ETF.

VOO tracks the performance of the S&P 500 Index, which is widely regarded as the best representation of the US stock market. The S&P 500 Index consists of 500 of the largest and most influential companies in the US across various sectors and industries.

VOO aims to replicate the index by holding all or a representative sample of its constituents with similar weights and proportions. VOO is great for investors who want to diversify their portfolio into 500 of the best US companies and benefit from their long-term growth potential.

VUG tracks the performance of the CRSP US Large Cap Growth Index, which is a subset of the CRSP US Large Cap Index. The CRSP US Large Cap Growth Index consists of large-cap US companies that exhibit above-average growth characteristics, such as high earnings growth, high sales growth, high return on equity, and high expected earnings growth.

VUG aims to replicate the index by holding all or a representative sample of its constituents with similar weights and proportions. VUG is best suited for investors who are looking for higher returns but also higher volatility, as growth stocks tend to outperform value stocks in bullish markets but underperform in bearish markets.

VUG vs. VOO Total Return Performance

Perhaps the most important factor to consider when comparing VUG and VOO is their total return performance. Total return is the change in value of an investment over a given period of time, including any dividends or capital gains distributions, expressed as a percentage. Total return is an indicator of how much an investment has grown or shrunk over time.

VUG has a total return (including dividends) of around 76% over the past five years, while VOO has a total return of around 60%. This means that VUG has outperformed VOO by around 16 percentage points in the past five years.

The reason why VUG has outperformed VOO is that the past five years have been extremely bullish for tech stocks, which make up more than half of VUG’s holdings. Tech stocks have benefited from the rapid growth of e-commerce, cloud computing, social media, artificial intelligence, and other disruptive technologies that have changed the way we live and work.

VOO, on the other hand, has a more balanced portfolio that includes companies from various sectors and industries, such as health care, consumer staples, financials, and energy.

However, this does not mean that VUG will always outperform VOO in the future. VOO will likely perform better than VUG in sideways and down markets, as it holds more companies that are less sensitive to economic cycles and market fluctuations. VOO also offers more diversification and lower risk than VUG, as it holds more than twice the amount of companies.

The chart above compares the total return performance of VUG and VOO over the past five years using data from TradingView. TradingView is a powerful platform that allows you to easily compare several ETFs on a single chart and even adjust the data for dividends so you can see the total return and not just the price return.

You can get a TradingView free trial when you use our link to sign up, but you can compare ETFs with a free account as well.

VUG vs. VOO Dividend Yield

​ETF	Dividend Yield
VUG	0.56%
VOO	1.48%

One of the main differences between VUG and VOO is their dividend yield. Dividend yield is the ratio of annual dividend payments to the current share price, expressed as a percentage. Dividend yield is an indicator of how much income an investor can expect to receive from holding a fund.

VOO has a dividend yield of 1.48%, which means that for every $100 invested in VOO, an investor can expect to receive $1.48 in dividends per year. VUG has a dividend yield of 0.56%, which means that for every $100 invested in VUG, an investor can expect to receive $0.56 in dividends per year.

The reason why VOO has a higher dividend yield than VUG is that VOO invests in more mature and stable companies that tend to pay higher dividends to their shareholders, while VUG invests in more growth-oriented companies that tend to reinvest their earnings back into their business for future expansion and innovation.

VUG vs. VOO Expense Ratios

ETF	Dividend Yield
VUG	0.04%
VOO	0.03%

Another important factor to consider when comparing VUG and VOO is their expense ratio. The expense ratio is the annual fee that a fund charges its investors for managing their assets, expressed as a percentage of the fund’s net assets. The expense ratio is an indicator of how much a fund costs to operate and maintain.

VOO has an expense ratio of 0.03%, which means that for every $100 invested in VOO, an investor pays $0.03 in fees per year. VUG has an expense ratio of 0.04%, which means that for every $100 invested in VUG, an investor pays $0.04 in fees per year.

Both VOO and VUG have very low expense ratios compared to the average expense ratio of US equity ETFs, which is around 0.44%. This means that both funds are very efficient and cost-effective ways to invest in the US stock market. Keeping expenses low is one of the reasons why Vanguard is so successful.

VUG vs. VOO Holdings

Another factor to consider when comparing VUG and VOO is their holdings. Holdings are the individual stocks that make up a fund’s portfolio. Holdings can reveal a lot about a fund’s investment strategy, risk profile, sector exposure, and diversification.

VOO is more diversified than VUG, as it holds 508 companies, while VUG holds 234 companies. This means that VOO has a lower concentration risk than VUG, as it spreads its assets across more companies and reduces the impact of any single company on its performance.

More than half of VUG’s holdings are within the technology sector, while VOO has around 28% allocated to technology. This means that VUG has a higher sector risk than VOO, as it depends more on the performance of one sector and is more vulnerable to any sector-specific shocks or trends.

Comparing ETFs With TradingView

When comparing ETFs, it is crucial that you are comparing the total return to include dividend payments. TradingView allows you to compare several stocks and ETFs at once on a single chart adjusted for dividends.

You can simply sign up for a free TradingView account and type the stock ticker you want to compare. Next, click the plus sign next to the ticker at the top left of the chart to add symbols to compare.

Finally, ensure you click the ‘ADJ’ at the bottom to adjust the returns for dividends!

As you can see in the TradingView chart below, you can compare multiple funds and ETFs on a single chart, making your research much easier. Feel free to compare any ETFs you’d like using the widget.

Explore Other ETF Comparisons

If you are interested in comparing other ETFs, you can check out our other articles such as:

• VOO vs. SPY: Which S&P500 ETF is Better?
• VUG vs. QQQ: Which Growth ETF is Better?
• VOO vs. QQQ: Which ETF is Better for Tech Exposure?
• QQQ vs. VTI: Which ETF is Better for Total Market Exposure?
• VOO vs. SCHD: Which ETF is Better for Dividend Income?
• VTI vs. VOO: which broad market ETF is best?
• VFIAX vs. VOO: Which is best for you?

The Financial Tech Wiz ETF Comparison Tool

You can use the ETF comparison tool below to compare over 2,000 ETFs and mutual funds with data I manually collected:

VUG vs. VOO | Bottom Line

VUG and VOO are both excellent ETFs that offer exposure to large-cap US companies, but they have different investment objectives and strategies.

VUG is best suited for investors who are looking for higher returns but also higher volatility, as it invests in growth stocks that tend to outperform value stocks in bullish markets but underperform in bearish markets.

VOO is great for investors who want to diversify their portfolio into 500 of the best US companies and benefit from their long-term growth potential and stable dividends.

Both VUG and VOO have very low expense ratios, which makes them very efficient and cost-effective ways to invest in the US stock market. However, they also have different dividend yields, total return performance, holdings, and sector exposure, which can affect their risk-reward profile and suitability for different investors.

Ultimately, the choice between VUG and VOO depends on your personal preference, risk tolerance, time horizon, and investment goals. You can also combine both funds in your portfolio to achieve a balance between growth and value or diversify into other ETFs that cover different market segments or regions.

If you want to easily track and compare all these ETFs and more, you can sign up for a TradingView free trial using our affiliate link.

TradingView is a powerful platform that allows you to access real-time data, charts, indicators, tools, and community insights for all markets from a single platform.

You can also create your own custom watchlists, alerts, strategies, and more. TradingView is compatible with any device and browser, so you can always stay on top of your investments wherever you are.