SDOW vs VOO

SDOW vs VOO

Which is better, SDOW or VOO?

Opposite sides of the same exposure.

VOO has a lower expense ratio. VOO led over 1Y, 3Y, 5Y and the full window. The two move opposite each other, correlation -0.83, so holding both offsets the exposure while paying both fees.

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

MetricSDOWVOO
Expense Ratio0.95%0.03%Best
AUM$163M$997.4B
Dividend Yield5.42%1.08%
Holdings17509
YTD Return-23.63%+12.74%Best
1Y Return-35.34%+19.43%Best
3Y Return (annualized)-58.61%+21.18%Best
5Y Return (annualized)-43.75%+12.76%Best
Volatility (annualized)42.1%14.1%Best
Max Drawdown--34.3%
$10,000 over 5 years$563$18,230Best
Fund FamilyProSharesVanguard (US)
CategoryAlternativeEquity
StyleTrading-Inverse EquityLarge Cap Blend
InceptionFeb 9, 2010Sep 7, 2010

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown are measured over the window both funds cover: Sep 9, 2010 to Sep 8, 2026 (16 years).

SDOW 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 16 years both funds cover.

SDOW vs VOO Performance

ProShares UltraPro Short Dow30 (SDOW) is an ETF from ProShares and Vanguard S&P 500 ETF (VOO) is an ETF from Vanguard (US). Over the past year SDOW returned -35.34% while VOO returned +19.43%. Year to date, SDOW is down 23.63% versus a gain of 12.74% for VOO.

Over three years, SDOW compounded at -58.61% per year against +21.18% for VOO; over five years the annualized figures are -43.75% and +12.76% respectively. Across the full 16-year window we track, VOO has the edge at +13.43% annualized vs -43.29%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

SDOW has been the more volatile fund, with annualized monthly volatility of 42.1% compared with 14.1% for VOO. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.

The two funds' monthly returns correlate at -0.83. They move opposite each other. Holding both offsets the exposure rather than spreading it, while paying both funds' fees.

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

We hold position weights for 1 holding in SDOW and 504 in VOO, totalling 65.6% 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 1 positions we hold weights for in SDOW and 504 in VOO, against full books of 17 and 509.

You are not choosing between two funds in isolation.

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

SDOWVOO

Free for up to 10 holdings. No account needed.

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, by $92 a year on a $10,000 investment.

Which performed better, SDOW or VOO?

Over the past year SDOW returned -35.34% vs +19.43% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (16 years), SDOW annualized -43.29% vs +13.43% for VOO. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, SDOW or VOO?

SDOW has been the more volatile fund at 42.1% annualized versus 14.1% for VOO.

Should I hold both SDOW and VOO?

SDOW and VOO have a monthly-return correlation of -0.83, so they move opposite each other. Holding both offsets the exposure rather than spreading it, and pays both funds' fees on the way. This is information, not a recommendation.

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.

Is VOO better than SDOW?

VOO has a lower expense ratio. VOO led over 1Y, 3Y, 5Y and the full window. The two move opposite each other, correlation -0.83, so holding both offsets the exposure while paying both fees. Which one suits a particular account depends on what it is for. This is information, not a recommendation.