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Data as of Sep 12, 2026. Both funds on the fields they both publish, from the same sources.

ETFIQetfiq.com · independent ETF data

VOO vs XRT: how they differ

VOO and XRT hold 4% of their weight in the same names, and VOO returned more over the year.

Vanguard 500 Index Fund and State Street(R) SPDR(R) S&P(R) Retail ETF.

What they hold in common

By the books each fund has filed, VOO and XRT hold 4% of their money in the same securities at the same weight.

Positions VOO and XRT both hold, largest shared weight first
HoldingVOOXRT
Amazon.com Inc3.63%1.35%
Walmart Inc0.77%1.27%
Costco Wholesale Corp0.65%1.29%
TJX Cos Inc/The0.26%1.22%
O'Reilly Automotive Inc0.12%1.38%
Ross Stores Inc0.11%1.24%
Target Corp0.09%1.38%
AutoZone Inc0.08%1.39%
eBay Inc0.08%1.42%
Carvana Co0.07%1.32%
Casey's General Stores Inc0.05%1.17%
Kroger Co/The0.05%1.17%
Largest positions each one holds and the other does not
Only in VOOOnly in XRT
NVIDIA Corp 7.53%Groupon Inc 1.78%
Apple Inc 6.61%RealReal Inc/The 1.75%
Microsoft Corp 4.31%Bath & Body Works Inc 1.73%
Alphabet Inc 3.26%Warby Parker Inc 1.64%
Broadcom Inc 2.78%Upbound Group Inc 1.59%
Alphabet Inc 2.60%Coupang Inc 1.55%
Micron Technology Inc 2.02%Maplebear Inc 1.55%
Meta Platforms Inc 1.92%Revolve Group Inc 1.52%

Weight overlap is an ETFIQ calculation: for every security both funds hold, the smaller of the two weights, summed. Above 50%, holding both is close to holding one of them twice. Holdings dated Jun 30, 2026.

VOO and XRT on the fields both publish, as of Sep 12, 2026. Source: ETFIQ.
VOO
Vanguard 500 Index Fund
XRT
State Street(R) SPDR(R) S&P(R) Retail ETF
Where it sitsCore index fundCore index fund
IssuerVanguardState Street
What it isS&P 500SPDR S&P Retail
Total return, 1 year+17.6%−3.0%
S&P 500 over the same days+17.5%+17.5%
Gap to the S&P 500+0.1 pts−20.6 pts
Expense ratio0.03%0.35%
Already in the S&P 500100.0%22.5%
Holdings50675

VOO in plain words

VOO is an index equity fund tracking the S&P 500. Over the year to Sep 11, 2026 it returned +17.6% with distributions reinvested, against +17.5% for the S&P 500 and +23.0% for the Nasdaq-100. The prospectus expense ratio is 0.03% a year. By its holdings filed for Jun 30, 2026, 100% of the fund by weight is stocks the S&P 500 also holds, across 506 positions, with the top ten at 36.5%.

XRT in plain words

XRT is an index equity fund tracking the SPDR S&P Retail. Over the year to Sep 11, 2026 it returned −3.0% with distributions reinvested, against +17.5% for the S&P 500 and +23.0% for the Nasdaq-100. The prospectus expense ratio is 0.35% a year. By its holdings filed for Jun 30, 2026, 22% of the fund by weight is stocks the S&P 500 also holds, across 75 positions, with the top ten at 16.1%. It sat 12.2% below its high of Nov 16, 2021 on Sep 11, 2026.

Questions people ask

Which returned more over the last year, VOO or XRT?
In the year to Sep 12, 2026, with distributions reinvested, VOO returned +17.6% and XRT returned −3.0%, so VOO returned more. One year is one year; the longer windows are in the table.
Which is cheaper, VOO or XRT?
VOO charges 0.03% a year and XRT charges 0.35%, so VOO is cheaper. Fees come from each fund's prospectus.
How much do VOO and XRT overlap with the S&P 500?
By their latest filed holdings, 100% of VOO and 22% of XRT by weight is stocks the S&P 500 already holds. Between the two funds, 4% of their books are the same securities at the same weight.

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Where these figures came from

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VOO against XRT, ETFIQ, data as of Sep 12, 2026. Every figure is arithmetic on a named public source; the method is at etfiq.com/methodology. A comparison is not a recommendation.

Cite this page. ETFIQ, VOO against XRT, data as of Sep 12, 2026. https://etfiq.com/compare/any/VOO-XRT Free to use with attribution; the underlying files are at Open data.

A comparison is not a recommendation. Standards and sources