SCD vs VOO
LMP Capital and Income Fund Inc. vs Vanguard S&P 500 ETF
Which is better, SCD or VOO?
Equity-oriented Balanced against Large Cap Blend.
VOO has a lower expense ratio. VOO led over 1Y, 3Y, 5Y and the full window.
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
| Metric | SCD | VOO |
|---|---|---|
| Expense Ratio | 2.67% | 0.03%Best |
| AUM | $400M | $997.4B |
| Dividend Yield | 8.21% | 1.04% |
| Holdings | 158 | 509 |
| YTD Return | +8.66% | +12.37%Best |
| 1Y Return | +5.97% | +16.61%Best |
| 3Y Return (annualized) | +15.91% | +21.37%Best |
| 5Y Return (annualized) | +11.67% | +13.49%Best |
| Volatility (annualized) | 20.6% | 14.1%Best |
| Max Drawdown | -67.0% | -34.3%Best |
| $10,000 over 5 years | $17,365 | $18,827Best |
| Fund Family | Franklin Templeton Investments (US) | Vanguard (US) |
| Category | Allocation/Balanced | Equity |
| Style | Equity-oriented Balanced | Large Cap Blend |
| Inception | Feb 24, 2004 | Sep 7, 2010 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown are measured over the window both funds cover: Sep 9, 2010 to Sep 18, 2026 (16 years).
SCD 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 16 years both funds cover.
SCD vs VOO Performance
LMP Capital and Income Fund Inc. (SCD) is an ETF from Franklin Templeton Investments (US) and Vanguard S&P 500 ETF (VOO) is an ETF from Vanguard (US). Over the past year SCD returned +5.97% while VOO returned +16.61%. Year to date, SCD is up 8.66% versus a gain of 12.37% for VOO.
Over three years, SCD compounded at +15.91% per year against +21.37% for VOO; over five years the annualized figures are +11.67% and +13.49% respectively. Across the full 16-year window we track, VOO has the edge at +13.39% annualized vs +5.44%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
SCD has been the more volatile fund, with annualized monthly volatility of 20.6% compared with 14.1% for VOO. 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 -67.0% for SCD and -34.3% 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 0.84. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
SCD charges 2.67% per year while VOO charges 0.03%. On a $10,000 position that is $267 vs $3 annually, a gap of $264 per year that compounds over a long holding period. On income, SCD currently yields 8.21% against 1.04% for VOO.
Holdings Overlap
At least 33.9% of VOO's money is in holdings SCD also owns.
Only one direction is shown: for SCD, our book for it lists positions totalling 122.3% of the fund, which is what a leveraged book looks like and is not a denominator we can divide by.
The two portfolios partly overlap.
The two holdings books were reported 154 days apart, SCD as of Feb 27, 2026 and VOO as of Jul 31, 2026, so some of the difference between them is the time between the two reports rather than the funds.
53 positions in common, counted across the 138 positions we hold weights for in SCD and 494 in VOO, against full books of 158 and 509.
Top Shared Holdings
| Stock | Weight in SCD | Weight in VOO | Difference |
|---|---|---|---|
| AAPLApple, Inc | 3.09% | 7.05% | 3.96% |
| MSFTMicrosoft Corp | 2.54% | 5.36% | 2.82% |
| GOOGAlphabet Inc | 2.63% | 2.62% | 0.01% |
| AVGOBroadcom Inc | 2.25% | 2.86% | 0.61% |
| WMBWilliams Cos. Inc. | 4.63% | 0.14% | 4.49% |
| JPMJpmorgan Chase | 2.19% | 1.46% | 0.73% |
| KMIKinder Morgan Inc./de | 3.25% | 0.10% | 3.15% |
| UNPUnion Pacific Corp | 3.08% | 0.27% | 2.81% |
| METAMeta Platforms Inc | 1.45% | 1.90% | 0.45% |
| NEENextera Energy Inc | 2.49% | 0.28% | 2.21% |
33.9% of VOO is already inside SCD.
You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.
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Frequently Asked Questions
Which is cheaper, SCD or VOO?
SCD has an expense ratio of 2.67% while VOO charges 0.03%. VOO is the cheaper option, by $264 a year on a $10,000 investment.
Which performed better, SCD or VOO?
Over the past year SCD returned +5.97% vs +16.61% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (16 years), SCD annualized +5.44% vs +13.39% for VOO. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, SCD or VOO?
SCD has been the more volatile fund at 20.6% annualized versus 14.1% for VOO. Worst drawdown: SCD -67.0% vs VOO -34.3%.
Should I hold both SCD and VOO?
SCD and VOO have a monthly-return correlation of 0.84, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
What is the holdings overlap between SCD and VOO?
At least 33.9% of VOO's money is in holdings SCD also owns. Our book for SCD is partial, so the real figure is this or higher. They hold 53 positions in common, counted across the 138 positions we hold weights for in SCD and 494 in VOO.
Which pays a higher dividend, SCD or VOO?
SCD yields 8.21% while VOO yields 1.04%, so SCD currently pays the higher dividend yield.
Is VOO better than SCD?
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.