XPAY vs. VOO
Compare and contrast key facts about Roundhill S&P 500 Target 20 Managed Distribution ETF (XPAY) and Vanguard S&P 500 ETF (VOO).
XPAY and VOO are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. XPAY is an actively managed fund by Roundhill. It was launched on Oct 30, 2024. 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.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: XPAY or VOO.
Correlation
The correlation between XPAY and VOO is 0.99, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
XPAY vs. VOO - Performance Comparison
Key characteristics
XPAY:
24.15%
VOO:
19.19%
XPAY:
-18.20%
VOO:
-33.99%
XPAY:
-9.78%
VOO:
-9.90%
Returns By Period
The year-to-date returns for both investments are quite close, with XPAY having a -5.94% return and VOO slightly higher at -5.74%.
XPAY
-5.94%
-3.16%
N/A
N/A
N/A
N/A
VOO
-5.74%
-3.16%
-4.28%
10.88%
16.04%
12.07%
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XPAY vs. VOO - Expense Ratio Comparison
XPAY has a 0.49% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
XPAY vs. VOO — Risk-Adjusted Performance Rank
XPAY
VOO
XPAY vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Roundhill S&P 500 Target 20 Managed Distribution ETF (XPAY) 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.
Not enough dataDividends
XPAY vs. VOO - Dividend Comparison
XPAY's dividend yield for the trailing twelve months is around 11.50%, more than VOO's 1.38% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
XPAY Roundhill S&P 500 Target 20 Managed Distribution ETF | 11.50% | 3.40% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
VOO Vanguard S&P 500 ETF | 1.38% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
XPAY vs. VOO - Drawdown Comparison
The maximum XPAY drawdown since its inception was -18.20%, smaller than the maximum VOO drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for XPAY and VOO. For additional features, visit the drawdowns tool.
Volatility
XPAY vs. VOO - Volatility Comparison
Roundhill S&P 500 Target 20 Managed Distribution ETF (XPAY) and Vanguard S&P 500 ETF (VOO) have volatilities of 13.94% and 13.96%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.