SDEM vs VOO

SDEM vs VOO

Which is better, SDEM or VOO?

Mid Cap Value against Large Cap Blend.

VOO has a lower expense ratio. SDEM led over 1Y, VOO over 3Y, 5Y and the full window. SDEM is less concentrated, with 23.1% of the fund in its ten largest positions against 37.6%.

Lower Fees: VOOHigher Returns: splitLess Concentrated: SDEM

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

MetricSDEMVOO
Expense Ratio0.66%0.03%Best
AUM$46M$997.4B
Dividend Yield4.88%1.04%
Holdings66509
YTD Return+12.22%+13.82%Best
1Y Return+24.67%Best+18.56%
3Y Return (annualized)+19.88%+23.49%Best
5Y Return (annualized)+6.21%+13.34%Best
Volatility (annualized)18.7%15.0%Best
Max Drawdown-57.2%-34.3%Best
$10,000 over 5 years$13,515$18,703Best
Top 10 Weight23.1%Best37.6%
Fund FamilyGlobal X by mirae AssetVanguard (US)
CategoryEquityEquity
StyleMid Cap ValueLarge Cap Blend
InceptionMar 16, 2015Sep 7, 2010

Volatility and max drawdown are measured over the window both funds cover: Mar 17, 2015 to Sep 25, 2026 (11.5 years).

SDEM 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 11.5 years both funds cover.

SDEM vs VOO Performance

Global X MSCI SuperDividend Emerging Markets ETF (SDEM) is an ETF from Global X by mirae Asset and Vanguard S&P 500 ETF (VOO) is an ETF from Vanguard (US). Over the past year SDEM returned +24.67% while VOO returned +18.56%. Year to date, SDEM is up 12.22% versus a gain of 13.82% for VOO.

Over three years, SDEM compounded at +19.88% per year against +23.49% for VOO; over five years the annualized figures are +6.21% and +13.34% respectively. Across the full 12-year window we track, VOO has the edge at +12.85% annualized vs +0.73%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

SDEM has been the more volatile fund, with annualized monthly volatility of 18.7% compared with 15.0% 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 -57.2% for SDEM 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 0.58. They move together some of the time, and apart the rest.

Fees and Cost Over Time

SDEM charges 0.66% per year while VOO charges 0.03%. On a $10,000 position that is $66 vs $3 annually, a gap of $63 per year that compounds over a long holding period. On income, SDEM currently yields 4.88% against 1.04% for VOO.

Holdings Overlap

We hold position weights for 55 holdings in SDEM and 494 in VOO, totalling 98.4% and 99.5% 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 55 positions we hold weights for in SDEM and 494 in VOO, against full books of 66 and 509.

What only one of them owns

Our book lists 487 positions for VOO that do not appear in our book for SDEM (99.2% of the fund), and 3 for SDEM that do not appear in VOO (5.6%).

Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.

You are not choosing between two funds in isolation.

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

SDEMVOO

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, SDEM or VOO?

SDEM has an expense ratio of 0.66% while VOO charges 0.03%. VOO is the cheaper option, by $63 a year on a $10,000 investment.

Which performed better, SDEM or VOO?

Over the past year SDEM returned +24.67% vs +18.56% for VOO, so SDEM leads on 1-year performance. Over the longest common window we track (12 years), SDEM annualized +0.73% vs +12.85% for VOO. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, SDEM or VOO?

SDEM has been the more volatile fund at 18.7% annualized versus 15.0% for VOO. Worst drawdown: SDEM -57.2% vs VOO -34.3%.

Should I hold both SDEM and VOO?

SDEM and VOO have a monthly-return correlation of 0.58, 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, SDEM or VOO?

SDEM yields 4.88% while VOO yields 1.04%, so SDEM currently pays the higher dividend yield.

Is VOO better than SDEM?

VOO has a lower expense ratio. SDEM led over 1Y, VOO over 3Y, 5Y and the full window. SDEM is less concentrated, with 23.1% of the fund in its ten largest positions against 37.6%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.