SEMG vs VOO

Quick Verdict

VOO has a lower expense ratio. VOO delivered stronger 1-year returns. VOO offers more diversification with 505 holdings.

Lower Fees: VOOHigher Returns: VOOMore Diversified: VOO

Side-by-Side Comparison

MetricSEMGVOOWinner
Expense Ratio0.60%0.03%
AUM$63M$979.0B
Dividend Yield0.05%1.09%
Holdings22509
YTD Return+3.80%+14.48%
1Y Return+7.41%+22.02%
3Y Return (annualized)-+21.80%
5Y Return (annualized)-+13.36%
Volatility (annualized)12.2%14.2%
Max Drawdown-15.8%-34.3%
Fund FamilySuncoast Equity ManagementVanguard (US)
CategoryEquityEquity
InceptionMay 14, 2025Sep 7, 2010

SEMG vs VOO Performance

Suncoast Select Growth ETF (SEMG) is a ETF from Suncoast Equity Management and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year SEMG returned +7.41% while VOO returned +22.02%. Year to date, SEMG is up 3.80% versus a gain of 14.48% for VOO.

Risk: Volatility and Drawdowns

VOO has been the more volatile fund, with annualized monthly volatility of 14.2% compared with 12.2% for SEMG. 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 -15.8% for SEMG 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 0.88. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

SEMG charges 0.60% per year while VOO charges 0.03%. On a $10,000 position that is $60 vs $3 annually, a gap of $57 per year that compounds over a long holding period. On income, SEMG currently yields 0.05% against 1.09% for VOO.

Holdings Overlap

30.4%overlap

SEMG and VOO share 21 holdings out of 506 unique holdings combined, representing a 30.4% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in SEMGWeight in VOODifference
NVDA10.27%7.51%2.76%
GOOGL12.96%3.25%9.71%
MSFT7.69%4.30%3.39%
AAPLProProPro
BKNGProProPro
AVGOProProPro
VProProPro
METAProProPro
LLYProProPro
MCKProProPro
FundXLS Pro
See all 10 holdings SEMG shares with VOO
Exact weights in each fund and the difference, for every overlapping position.
X-ray my whole portfolio$45/quarter Pro · Cancel anytime

Frequently Asked Questions

Which is cheaper, SEMG or VOO?

SEMG has an expense ratio of 0.60% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $57 per year of difference.

Which performed better, SEMG or VOO?

Over the past year SEMG returned +7.41% vs +22.02% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (1 years), SEMG annualized +9.03% vs +13.61% for VOO. Past performance does not guarantee future results.

Which is riskier, SEMG or VOO?

VOO has been the more volatile fund at 14.2% annualized versus 12.2% for SEMG. Worst drawdown: SEMG -15.8% vs VOO -34.3%.

Should I hold both SEMG and VOO?

SEMG and VOO have a monthly-return correlation of 0.88, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between SEMG and VOO?

SEMG and VOO share 21 common holdings with a 30.4% weight overlap. Combined, they hold 506 unique securities.

Which pays a higher dividend, SEMG or VOO?

SEMG yields 0.05% while VOO yields 1.09%, so VOO currently pays the higher dividend yield.

Get Full ETF Analytics

Access complete holdings data, overlap analysis, screener tools, and more with FundXLS.