SCIO vs VOO

SCIO vs VOO

Which is better, SCIO or VOO?

Long Term High Quality against Large Cap Blend.

VOO has a lower expense ratio. VOO led over 1Y 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

MetricSCIOVOO
Expense Ratio0.70%0.03%Best
AUM$548M$997.4B
Dividend Yield5.87%1.04%
Holdings444509
YTD Return+1.55%+12.50%Best
1Y Return+2.31%+17.58%Best
3Y Return (annualized)-+21.27%
5Y Return (annualized)-+12.95%
Volatility (annualized)2.6%Best12.0%
Max Drawdown-1.7%Best-18.7%
$10,000 over 2.5 years$11,810$15,487Best
Fund FamilyFirst Trust Portfolios (US)Vanguard (US)
CategoryFixed IncomeEquity
StyleLong Term High QualityLarge Cap Blend
InceptionFeb 27, 2024Sep 7, 2010

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown, and the $10,000 over 2.5 years row, are measured over the window both funds cover: Feb 28, 2024 to Sep 11, 2026 (2.5 years).

SCIO 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 2.5 years both funds cover.

SCIO vs VOO Performance

First Trust Structured Credit Income Opportunities ETF (SCIO) is an ETF from First Trust Portfolios (US) and Vanguard S&P 500 ETF (VOO) is an ETF from Vanguard (US). Over the past year SCIO returned +2.31% while VOO returned +17.58%. Year to date, SCIO is up 1.55% versus a gain of 12.50% for VOO.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

VOO has been the more volatile fund, with annualized monthly volatility of 12.0% compared with 2.6% for SCIO. 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 -1.7% for SCIO and -18.7% 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 0.38. They move together some of the time, and apart the rest.

Fees and Cost Over Time

SCIO 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, SCIO currently yields 5.87% against 1.04% for VOO.

Holdings Overlap

We hold position weights for 58 holdings in SCIO and 505 in VOO, totalling 13.9% and 99.9% 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 58 positions we hold weights for in SCIO and 505 in VOO, against full books of 444 and 509.

You are not choosing between two funds in isolation.

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

SCIOVOO

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, SCIO or VOO?

SCIO has an expense ratio of 0.70% while VOO charges 0.03%. VOO is the cheaper option, by $67 a year on a $10,000 investment.

Which performed better, SCIO or VOO?

Over the past year SCIO returned +2.31% vs +17.58% 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, SCIO or VOO?

VOO has been the more volatile fund at 12.0% annualized versus 2.6% for SCIO. Worst drawdown: SCIO -1.7% vs VOO -18.7%.

Should I hold both SCIO and VOO?

SCIO and VOO have a monthly-return correlation of 0.38, 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, SCIO or VOO?

SCIO yields 5.87% while VOO yields 1.04%, so SCIO currently pays the higher dividend yield.

Is VOO better than SCIO?

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