SGLC vs VOO
SGI US Large Cap Core ETF vs Vanguard S&P 500 ETF
Quick Verdict
VOO has a lower expense ratio. SGLC delivered stronger 1-year returns. VOO offers more diversification with 505 holdings.
Side-by-Side Comparison
| Metric | SGLC | VOO | Winner |
|---|---|---|---|
| Expense Ratio | 0.85% | 0.03% | |
| AUM | $200M | $979.0B | |
| Dividend Yield | 0.20% | 1.09% | |
| Holdings | 123 | 509 | |
| YTD Return | +18.53% | +13.44% | |
| 1Y Return | +30.08% | +22.62% | |
| 3Y Return (annualized) | +21.78% | +21.47% | |
| 5Y Return (annualized) | - | +13.27% | |
| Volatility (annualized) | 13.2% | 14.1% | |
| Max Drawdown | -20.2% | -34.3% | |
| Fund Family | Summit Global Investments | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Mar 31, 2023 | Sep 7, 2010 |
SGLC vs VOO Performance
SGI US Large Cap Core ETF (SGLC) is a ETF from Summit Global Investments and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year SGLC returned +30.08% while VOO returned +22.62%. Year to date, SGLC is up 18.53% versus a gain of 13.44% for VOO.
Over three years, SGLC compounded at +21.78% per year against +21.47% for VOO. Across the full 3-year window we track, SGLC has the edge at +22.79% annualized vs +13.55%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
VOO has been the more volatile fund, with annualized monthly volatility of 14.1% compared with 13.2% for SGLC. 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 -20.2% for SGLC 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 0.97. They move almost in lockstep, so holding both mostly duplicates the same exposure.
Fees and Cost Over Time
SGLC charges 0.85% per year while VOO charges 0.03%. On a $10,000 position that is $85 vs $3 annually, a gap of $82 per year that compounds over a long holding period. On income, SGLC currently yields 0.20% against 1.09% for VOO.
Holdings Overlap
SGLC and VOO share 118 holdings out of 510 unique holdings combined, representing a 46.4% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, SGLC or VOO?
SGLC has an expense ratio of 0.85% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $82 per year of difference.
Which performed better, SGLC or VOO?
Over the past year SGLC returned +30.08% vs +22.62% for VOO, so SGLC leads on 1-year performance. Over the longest common window we track (3 years), SGLC annualized +22.79% vs +13.55% for VOO. Past performance does not guarantee future results.
Which is riskier, SGLC or VOO?
VOO has been the more volatile fund at 14.1% annualized versus 13.2% for SGLC. Worst drawdown: SGLC -20.2% vs VOO -34.3%.
Should I hold both SGLC and VOO?
SGLC and VOO have a monthly-return correlation of 0.97, so they move almost identically. Holding both adds little diversification - most investors pick one, usually on fees or the specific index tracked.
What is the holdings overlap between SGLC and VOO?
SGLC and VOO share 118 common holdings with a 46.4% weight overlap. Combined, they hold 510 unique securities.
Which pays a higher dividend, SGLC or VOO?
SGLC yields 0.20% while VOO yields 1.09%, so VOO currently pays the higher dividend yield.
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