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Choosing a Core U.S. Stock ETF in 2026: VOO Sets the Pace as SPY, VTI, and RSP Present Trade-Offs

Tech-driven gains have heightened concentration risk, making fees, liquidity, breadth decisive factors for core ETF picks.

Overview

  • Vanguard’s S&P 500 ETF (VOO) remains the low-cost default for large-cap U.S. exposure at a 0.03% expense ratio, tracking roughly 500 blue chips.
  • SPDR’s SPY offers far greater intraday liquidity but carries a 0.0945% fee and a unit investment trust structure that cannot immediately reinvest dividends, creating a small long-run drag.
  • Market-cap S&P 500 funds are heavily tilted to megacap tech, with Nvidia, Apple, and Microsoft alone exceeding a fifth of VOO’s portfolio, increasing single-stock and sector concentration.
  • Invesco’s equal-weight RSP reduces dependence on tech giants and slightly lowers volatility but charges 0.20% and can lag when megacaps lead.
  • Vanguard’s VTI extends beyond the S&P 500 to include small and mid caps at the same 0.03% fee, offering broader market coverage as investors weigh recent small-cap underperformance against early-2026 signs of strength.