SDOW vs VOO

SDOW vs VOO
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Quick Verdict

VOO has a lower expense ratio. VOO delivered stronger 1-year returns. VOO offers more diversification with 509 holdings.

Lower Fees: VOOHigher Returns: VOOMore Diversified: VOO

Side-by-Side Comparison

MetricSDOWVOOWinner
Expense Ratio0.95%0.03%
AUM$177M$997.4B
Dividend Yield5.42%1.08%
Holdings17509
YTD Return-26.41%+13.20%
1Y Return-40.15%+21.62%
3Y Return (annualized)-59.28%+22.16%
5Y Return (annualized)-44.36%+13.42%
Volatility (annualized)42.7%14.1%
Max Drawdown-100.0%-34.3%
Fund FamilyProSharesVanguard (US)
CategoryAlternativeEquity
InceptionFeb 9, 2010Sep 7, 2010

SDOW vs VOO Performance

ProShares UltraPro Short Dow30 (SDOW) is a ETF from ProShares and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year SDOW returned -40.15% while VOO returned +21.62%. Year to date, SDOW is down 26.41% versus a gain of 13.20% for VOO.

Over three years, SDOW compounded at -59.28% per year against +22.16% for VOO; over five years the annualized figures are -44.36% and +13.42% respectively. Across the full 16-year window we track, VOO has the edge at +13.51% annualized vs -43.26%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

SDOW has been the more volatile fund, with annualized monthly volatility of 42.7% 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 -100.0% for SDOW 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 move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

SDOW charges 0.95% per year while VOO charges 0.03%. On a $10,000 position that is $95 vs $3 annually, a gap of $92 per year that compounds over a long holding period. On income, SDOW currently yields 5.42% against 1.08% for VOO.

Holdings Overlap

0.0%overlap

SDOW and VOO share 0 holdings out of 506 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, SDOW or VOO?

SDOW has an expense ratio of 0.95% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $92 per year of difference.

Which performed better, SDOW or VOO?

Over the past year SDOW returned -40.15% vs +21.62% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (16 years), SDOW annualized -43.26% vs +13.51% for VOO. Past performance does not guarantee future results.

Which is riskier, SDOW or VOO?

SDOW has been the more volatile fund at 42.7% annualized versus 14.1% for VOO. Worst drawdown: SDOW -100.0% vs VOO -34.3%.

Should I hold both SDOW and VOO?

SDOW 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 SDOW and VOO?

SDOW and VOO share 0 common holdings with a 0.0% weight overlap. Combined, they hold 506 unique securities.

Which pays a higher dividend, SDOW or VOO?

SDOW yields 5.42% while VOO yields 1.08%, so SDOW currently pays the higher dividend yield.

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