SBND vs VOO

SBND vs VOO

Which is better, SBND or VOO?

Short Term Bond against Large Cap Blend.

VOO has a lower expense ratio. VOO led over 1Y, 3Y, 5Y and the full window.

Lower Fees: VOOHigher Returns: VOO

MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.

Side-by-Side Comparison

MetricSBNDVOO
Expense Ratio0.25%0.03%Best
AUM$198M$997.4B
Dividend Yield4.56%1.04%
Holdings1,174509
YTD Return+0.62%+11.01%Best
1Y Return+1.65%+15.60%Best
3Y Return (annualized)+5.67%+20.82%Best
5Y Return (annualized)+2.20%+12.60%Best
Volatility (annualized)4.0%Best15.7%
Max Drawdown-10.8%Best-24.5%
$10,000 over 5 years$11,149$18,101Best
Fund FamilyColumbia Threadneedle InvestmentsVanguard (US)
CategoryFixed IncomeEquity
StyleShort Term BondLarge Cap Blend
InceptionSep 21, 2021Sep 7, 2010

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown are measured over the window both funds cover: Sep 21, 2021 to Sep 16, 2026 (5 years).

SBND vs VOO growth

Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 5 years both funds cover.

SBND vs VOO Performance

Columbia Short Duration Bond ETF (SBND) is an ETF from Columbia Threadneedle Investments and Vanguard S&P 500 ETF (VOO) is an ETF from Vanguard (US). Over the past year SBND returned +1.65% while VOO returned +15.60%. Year to date, SBND is up 0.62% versus a gain of 11.01% for VOO.

Over three years, SBND compounded at +5.67% per year against +20.82% for VOO; over five years the annualized figures are +2.20% and +12.60% respectively.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

VOO has been the more volatile fund, with annualized monthly volatility of 15.7% compared with 4.0% for SBND. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.

The deepest peak-to-trough decline in our data was -10.8% for SBND and -24.5% for VOO. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.73. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

SBND charges 0.25% per year while VOO charges 0.03%. On a $10,000 position that is $25 vs $3 annually, a gap of $22 per year that compounds over a long holding period. On income, SBND currently yields 4.56% against 1.04% for VOO.

Holdings Overlap

We hold position weights for 830 holdings in SBND and 494 in VOO, totalling 70.4% and 99.5% of the two funds. The two books name no position in common, so there is no overlap percentage to show.

0 positions in common, counted across the 830 positions we hold weights for in SBND and 494 in VOO, against full books of 1,174 and 509.

You are not choosing between two funds in isolation.

Whichever of SBND and VOO you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

SBNDVOO

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Frequently Asked Questions

Which is cheaper, SBND or VOO?

SBND has an expense ratio of 0.25% while VOO charges 0.03%. VOO is the cheaper option, by $22 a year on a $10,000 investment.

Which performed better, SBND or VOO?

Over the past year SBND returned +1.65% vs +15.60% for VOO, so VOO leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, SBND or VOO?

VOO has been the more volatile fund at 15.7% annualized versus 4.0% for SBND. Worst drawdown: SBND -10.8% vs VOO -24.5%.

Should I hold both SBND and VOO?

SBND and VOO have a monthly-return correlation of 0.73, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.

Which pays a higher dividend, SBND or VOO?

SBND yields 4.56% while VOO yields 1.04%, so SBND currently pays the higher dividend yield.

Is VOO better than SBND?

VOO has a lower expense ratio. VOO led over 1Y, 3Y, 5Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.