SCD vs VOO
LMP Capital and Income Fund Inc. vs Vanguard S&P 500 ETF
Quick Verdict
VOO has a lower expense ratio. VOO delivered stronger 1-year returns. VOO offers more diversification with 505 holdings.
Side-by-Side Comparison
| Metric | SCD | VOO | Winner |
|---|---|---|---|
| Expense Ratio | 2.67% | 0.03% | |
| AUM | $397M | $979.0B | |
| Dividend Yield | 8.33% | 1.09% | |
| Holdings | 158 | 509 | |
| YTD Return | +10.59% | +13.80% | |
| 1Y Return | +13.58% | +23.71% | |
| 3Y Return (annualized) | +17.83% | +21.50% | |
| 5Y Return (annualized) | +11.13% | +13.44% | |
| Volatility (annualized) | 20.9% | 14.1% | |
| Max Drawdown | -71.3% | -34.3% | |
| Fund Family | Franklin Templeton Investments (US) | Vanguard (US) | |
| Category | Allocation/Balanced | Equity | |
| Inception | Feb 24, 2004 | Sep 7, 2010 |
SCD vs VOO Performance
LMP Capital and Income Fund Inc. (SCD) is a ETF from Franklin Templeton Investments (US) and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year SCD returned +13.58% while VOO returned +23.71%. Year to date, SCD is up 10.59% versus a gain of 13.80% for VOO.
Over three years, SCD compounded at +17.83% per year against +21.50% for VOO; over five years the annualized figures are +11.13% and +13.44% respectively. Across the full 16-year window we track, VOO has the edge at +13.58% annualized vs +1.17%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
SCD has been the more volatile fund, with annualized monthly volatility of 20.9% 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 -71.3% for SCD and -34.3% for VOO. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
The two funds' monthly returns correlate at 0.83. 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 8.33% against 1.09% for VOO.
Holdings Overlap
SCD and VOO share 53 holdings out of 591 unique holdings combined, representing a 25.1% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
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. On a $10,000 investment, that is $264 per year of difference.
Which performed better, SCD or VOO?
Over the past year SCD returned +13.58% vs +23.71% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (16 years), SCD annualized +1.17% vs +13.58% for VOO. Past performance does not guarantee future results.
Which is riskier, SCD or VOO?
SCD has been the more volatile fund at 20.9% annualized versus 14.1% for VOO. Worst drawdown: SCD -71.3% vs VOO -34.3%.
Should I hold both SCD and VOO?
SCD and VOO have a monthly-return correlation of 0.83, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between SCD and VOO?
SCD and VOO share 53 common holdings with a 25.1% weight overlap. Combined, they hold 591 unique securities.
Which pays a higher dividend, SCD or VOO?
SCD yields 8.33% while VOO yields 1.09%, so SCD currently pays the higher dividend yield.
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