SCDV vs VOO
Bahl & Gaynor Small Cap Dividend ETF 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 | SCDV | VOO | Winner |
|---|---|---|---|
| Expense Ratio | 0.70% | 0.03% | |
| AUM | $153M | $979.0B | |
| Dividend Yield | 0.43% | 1.09% | |
| Holdings | 35 | 509 | |
| YTD Return | +16.70% | +13.44% | |
| 1Y Return | +17.37% | +22.62% | |
| 3Y Return (annualized) | - | +21.47% | |
| 5Y Return (annualized) | - | +13.27% | |
| Volatility (annualized) | 14.5% | 14.1% | |
| Max Drawdown | -22.8% | -34.3% | |
| Fund Family | Bahl & Gaynor | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Dec 11, 2024 | Sep 7, 2010 |
SCDV vs VOO Performance
Bahl & Gaynor Small Cap Dividend ETF (SCDV) is a ETF from Bahl & Gaynor and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year SCDV returned +17.37% while VOO returned +22.62%. Year to date, SCDV is up 16.70% versus a gain of 13.44% for VOO.
Risk: Volatility and Drawdowns
SCDV has been the more volatile fund, with annualized monthly volatility of 14.5% 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 -22.8% for SCDV 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 0.64. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
SCDV charges 0.70% per year while VOO charges 0.03%. On a $10,000 position that is $70 vs $3 annually, a gap of $67 per year that compounds over a long holding period. On income, SCDV currently yields 0.43% against 1.09% for VOO.
Holdings Overlap
SCDV and VOO share 0 holdings out of 539 unique holdings combined, representing a 0.0% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, SCDV or VOO?
SCDV has an expense ratio of 0.70% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $67 per year of difference.
Which performed better, SCDV or VOO?
Over the past year SCDV returned +17.37% vs +22.62% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (2 years), SCDV annualized +8.22% vs +13.55% for VOO. Past performance does not guarantee future results.
Which is riskier, SCDV or VOO?
SCDV has been the more volatile fund at 14.5% annualized versus 14.1% for VOO. Worst drawdown: SCDV -22.8% vs VOO -34.3%.
Should I hold both SCDV and VOO?
SCDV and VOO have a monthly-return correlation of 0.64, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between SCDV and VOO?
SCDV and VOO share 0 common holdings with a 0.0% weight overlap. Combined, they hold 539 unique securities.
Which pays a higher dividend, SCDV or VOO?
SCDV yields 0.43% while VOO yields 1.09%, so VOO currently pays the higher dividend yield.
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