SCUS vs VOO

SCUS vs VOO

Which is better, SCUS or VOO?

Ultrashort Term Bond 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

MetricSCUSVOO
Expense Ratio0.14%0.03%Best
AUM$258M$997.4B
Dividend Yield3.86%1.04%
Holdings150509
YTD Return+2.23%+11.55%Best
1Y Return+3.62%+17.54%Best
3Y Return (annualized)-+20.71%
5Y Return (annualized)-+12.80%
Volatility (annualized)0.7%Best12.5%
Max Drawdown-0.4%Best-18.7%
$10,000 over 2.1 years$10,874$14,392Best
Fund FamilyCharles Schwab Asset ManagementVanguard (US)
CategoryFixed IncomeEquity
StyleUltrashort Term BondLarge Cap Blend
InceptionAug 13, 2024Sep 7, 2010

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown, and the $10,000 over 2.1 years row, are measured over the window both funds cover: Aug 13, 2024 to Sep 10, 2026 (2.1 years).

SCUS 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 2.1 years both funds cover.

SCUS vs VOO Performance

Schwab Ultra-Short Income ETF (SCUS) is an ETF from Charles Schwab Asset Management and Vanguard S&P 500 ETF (VOO) is an ETF from Vanguard (US). Over the past year SCUS returned +3.62% while VOO returned +17.54%. Year to date, SCUS is up 2.23% versus a gain of 11.55% 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 12.5% compared with 0.7% for SCUS. 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 -0.4% for SCUS 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 0.28. They move largely independently of each other.

Fees and Cost Over Time

SCUS charges 0.14% per year while VOO charges 0.03%. On a $10,000 position that is $14 vs $3 annually, a gap of $11 per year that compounds over a long holding period. On income, SCUS currently yields 3.86% against 1.04% for VOO.

Holdings Overlap

VOO already in SCUS0.6%

At least 0.6% of VOO's money is in holdings SCUS also owns.

Stated as a floor: for SCUS, our book for it covers 31.9% of that fund, so a holding it does not list is one we cannot count as shared. The real figure is this or higher.

We cannot see either book well enough to say how much of this pair is duplicated.

1 positions in common, counted across the 65 positions we hold weights for in SCUS and 505 in VOO, against full books of 150 and 509.

Top Shared Holdings

StockWeight in SCUSWeight in VOODifference
BACBank Of America N/A0.34%0.58%0.24%

You are not choosing between two funds in isolation.

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

SCUSVOO

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, SCUS or VOO?

SCUS has an expense ratio of 0.14% while VOO charges 0.03%. VOO is the cheaper option, by $11 a year on a $10,000 investment.

Which performed better, SCUS or VOO?

Over the past year SCUS returned +3.62% vs +17.54% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (2 years), SCUS annualized +4.07% vs +18.93% for VOO. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, SCUS or VOO?

VOO has been the more volatile fund at 12.5% annualized versus 0.7% for SCUS. Worst drawdown: SCUS -0.4% vs VOO -18.7%.

Should I hold both SCUS and VOO?

SCUS and VOO have a monthly-return correlation of 0.28, 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, SCUS or VOO?

SCUS yields 3.86% while VOO yields 1.04%, so SCUS currently pays the higher dividend yield.

Is VOO better than SCUS?

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.