XAR vs. VOO
Compare and contrast key facts about SPDR S&P Aerospace & Defense ETF (XAR) and Vanguard S&P 500 ETF (VOO).
XAR and VOO are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. XAR is a passively managed fund by State Street that tracks the performance of the S&P Aerospace & Defense Select Industry. It was launched on Sep 28, 2011. VOO is a passively managed fund by Vanguard that tracks the performance of the S&P 500 Index. It was launched on Sep 7, 2010. Both XAR and VOO are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: XAR or VOO.
Performance
XAR vs. VOO - Performance Comparison
Returns By Period
In the year-to-date period, XAR achieves a 23.77% return, which is significantly lower than VOO's 25.48% return. Both investments have delivered pretty close results over the past 10 years, with XAR having a 13.26% annualized return and VOO not far behind at 13.15%.
XAR
23.77%
2.47%
15.53%
33.50%
9.37%
13.26%
VOO
25.48%
0.99%
11.84%
31.84%
15.62%
13.15%
Key characteristics
| XAR | VOO | |
|---|---|---|
| Sharpe Ratio | 2.05 | 2.69 |
| Sortino Ratio | 2.77 | 3.59 |
| Omega Ratio | 1.35 | 1.50 |
| Calmar Ratio | 5.00 | 3.89 |
| Martin Ratio | 12.52 | 17.64 |
| Ulcer Index | 2.80% | 1.86% |
| Daily Std Dev | 17.12% | 12.20% |
| Max Drawdown | -46.37% | -33.99% |
| Current Drawdown | -2.53% | -1.40% |
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XAR vs. VOO - Expense Ratio Comparison
XAR has a 0.35% expense ratio, which is higher than VOO's 0.03% expense ratio.
Correlation
The correlation between XAR and VOO is 0.68, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Risk-Adjusted Performance
XAR vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for SPDR S&P Aerospace & Defense ETF (XAR) and Vanguard S&P 500 ETF (VOO). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Dividends
XAR vs. VOO - Dividend Comparison
XAR's dividend yield for the trailing twelve months is around 0.52%, less than VOO's 1.25% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
XAR SPDR S&P Aerospace & Defense ETF | 0.52% | 0.54% | 0.50% | 0.83% | 0.63% | 0.75% | 1.19% | 0.76% | 1.10% | 2.31% | 1.07% | 1.96% |
VOO Vanguard S&P 500 ETF | 1.25% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% | 1.84% |
Drawdowns
XAR vs. VOO - Drawdown Comparison
The maximum XAR drawdown since its inception was -46.37%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for XAR and VOO. For additional features, visit the drawdowns tool.
Volatility
XAR vs. VOO - Volatility Comparison
SPDR S&P Aerospace & Defense ETF (XAR) has a higher volatility of 7.97% compared to Vanguard S&P 500 ETF (VOO) at 4.10%. This indicates that XAR's price experiences larger fluctuations and is considered to be riskier than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.